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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)
RPg Family Wealth Advisory
4051
RPg Family Wealth Advisory
Massachusetts
$316M +$44.5M +16% 10.1% 117% 117 13.68% 2.1
ETF Portfolio Partners
4052
ETF Portfolio Partners
Kansas
$316M +$17.3M +6% 5.25% 50.2% 61 22.95% 3.6
B&I Capital
4053
B&I Capital
Switzerland
$316M -$1.97M -0.6% 2.91% 30.5% 27 7.41% 2.3
Peak Financial Management
4054
Peak Financial Management
Massachusetts
$315M +$17.8M +6% 5.39% 58.2% 99 17.17% 3.3
SRH Advisors
4055
SRH Advisors
Kansas
$315M +$29M +10% 7.64% 55.7% 326 14.42% 5.8
Vitruvian Partners
4056
Vitruvian Partners
United Kingdom
$315M -$78.1M -20% 11.7% 96.9% 9 11.11% 2.2
Goodman Advisory Group
4057
Goodman Advisory Group
Massachusetts
$315M +$21.8M +7% 8.36% 101% 179 19.55% 1.2
EdenTree Asset Management
4058
EdenTree Asset Management
United Kingdom
$315M -$7.95M -2% 8.35% 50.2% 77 19.48% 0.6
Alight Capital Management
4059
Alight Capital Management
New York
$315M +$783K +0.2% 16.6% 466% 77 53.25% 0.5
Incline Global Management
4060
Incline Global Management
New York
$315M -$2.18M -0.7% 6.97% 40.1% 25 24% 1.7
Redmond Asset Management
4061
Redmond Asset Management
Virginia
$315M +$4.57M +1% 8.49% 68.2% 161 8.07% 5
DI
4062
DDFG Inc
California
$315M +$19.1M +6% 5.99% 56.3% 80 16.25% 1.1
Centric Wealth Management
4063
Centric Wealth Management
Illinois
$315M +$11M +4% 7.97% 44.4% 177 23.73% 1.9
DeDora Capital
4064
DeDora Capital
California
$314M +$29.2M +10% 9.45% 91.2% 112 12.5% 2.4
MilWealth Group
4065
MilWealth Group
Wisconsin
$314M +$11.9M +4% 4.24% 39.6% 65 0% 3.7
Oak Hill Wealth Advisors
4066
Oak Hill Wealth Advisors
Virginia
$314M +$23M +8% 0% 48% 214 100% 0
New Harbor Financial Group
4067
New Harbor Financial Group
Massachusetts
$313M +$39.3M +14% 2.38% 94.6% 58 32.76% 2
SWK
4068
Stephen W. Kidder
$313M +$3.09M +1% 9.36% 94.7% 77 11.69% 6.5
Formula Growth
4069
Formula Growth
Quebec, Canada
$313M +$926K +0.3% 9.89% 118% 150 40% 3.3
Georgetown University
4070
Georgetown University
District of Columbia
$313M +$20.4M +7% 9.63% 79.9% 22 13.64% 2.6
Morgan Dempsey Capital Management
4071
Morgan Dempsey Capital Management
Wisconsin
$313M -$14.1M -4% 6.24% 52.1% 125 14.4% 3.4
Northwest Capital Management
4072
Northwest Capital Management
Oregon
$312M +$14.3M +5% 5.86% 57% 561 1.78% 1.2
Bridge Creek Capital Management
4073
Bridge Creek Capital Management
Massachusetts
$312M +$24.3M +8% 8.89% 76.5% 98 1.02% 6.2
Buckley Wealth Management
4074
Buckley Wealth Management
Nevada
$312M +$23.8M +8% 8.74% 88% 109 11.01% 4.3
HA
4075
Hamel Associates
New Jersey
$312M +$28M +10% 5.58% 59.4% 74 10.81% 6.2