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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
SAM
4051
Security Asset Management
New York
$243M +$3.78M +2% 2.57% 67.4% 91 6.59% 3.9
Jackson Hole Capital Partners
4052
Jackson Hole Capital Partners
Oklahoma
$243M +$23.4M +11% 6.69% 71.4% 249 19.28% 1.4
Cary Street Partners Investment Advisory
4053
Cary Street Partners Investment Advisory
Virginia
$243M -$276M -53% 5.97% 92.1% 424 43.4% 0.7
Shakespeare Wealth Management
4054
Shakespeare Wealth Management
Wisconsin
$243M +$13.3M +6% 5.6% 55.5% 73 5.48% 1.9
GA
4055
Gagnon Advisors
New York
$243M +$20.4M +9% 5.98% 214% 32 15.63% 3.4
Archer Investment Corporation
4056
Archer Investment Corporation
Indiana
$242M +$32M +15% 5.36% 76.1% 785 14.52% 1.3
SCM
4057
Stormborn Capital Management
Connecticut
$242M +$50.8M +27% 16.5% 256% 47 70.21% 0.2
Weybosset Research & Management
4058
Weybosset Research & Management
Rhode Island
$242M +$24.9M +11% 11.1% 74.8% 54 16.67% 3.8
Schwarz Dygos Wheeler Investment Advisors
4059
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$242M +$34.4M +17% 8.66% 82.6% 130 16.15% 1.4
Wisconsin Capital Management
4060
Wisconsin Capital Management
Wisconsin
$242M -$17M -7% 0.98% 166% 63 23.81% 3
SFI
4061
Sonic Fund II
Hawaii
$242M +$35.2M +17% 12% 119% 23 13.04% 0.8
NewGen Asset Management
4062
NewGen Asset Management
Ontario, Canada
$242M +$168M +228% 6.1% 352% 59 66.1% 0.1
Legacy Capital Wealth Partners
4063
Legacy Capital Wealth Partners
Arkansas
$242M +$8.52M +4% 4.67% 70.4% 107 38.32% 0.2
Butensky & Cohen Financial Security
4064
Butensky & Cohen Financial Security
Florida
$242M +$21.2M +10% 9.67% 81% 93 0% 4.4
Asio Capital
4065
Asio Capital
Kentucky
$242M +$33.5M +16% 9.71% 98% 98 25.51% 0.9
IP
4066
Indigo Partners
Arizona
$242M +$31.2M +15% 14.8% 2.56% 1 0% 0.3
Brightlight Capital Management
4067
Brightlight Capital Management
Connecticut
$241M -$4.37M -2% 5.99% 202% 11 9.09% 1
Guidance Point Advisors
4068
Guidance Point Advisors
Massachusetts
$241M +$23.6M +11% 9.15% 71.8% 88 9.09% 1.6
APW
4069
Aurora Private Wealth
New Jersey
$241M +$4.78M +2% 7.71% – 242 22.31% 0.9
Beech Hill Advisors
4070
Beech Hill Advisors
New York
$241M +$16.1M +7% 6.87% 117% 91 13.19% 2.9
Elwood & Goetz Wealth Advisory Group
4071
Elwood & Goetz Wealth Advisory Group
Georgia
$241M +$22.1M +10% 3.6% 63.7% 50 10% 1.5
Hill City Capital
4072
Hill City Capital
Massachusetts
$241M +$56.6M +31% 25.7% 151% 20 25% 0.2
INCA Investments
4073
INCA Investments
Florida
$241M -$66.5M -22% 3.83% 120% 9 11.11% 5.3
AH Equity Partners IV (Parallel)
4074
AH Equity Partners IV (Parallel)
California
$241M +$76.4M +46% 4.8% – 2 50% 0.3
Richard P. Slaughter Associates
4075
Richard P. Slaughter Associates
Texas
$241M +$4.26M +2% 8.99% 55.7% 114 19.3% 1