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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)
Stone Ridge Holdings Group
4051
Stone Ridge Holdings Group
New York
$340M +$248M +268% 1.67% – 40 17.5% 0.2
Globe Life
4052
Globe Life
Texas
$340M -$18.1M -5% 3.97% 67.5% 2 0% 4.9
Astoria Strategic Wealth
4053
Astoria Strategic Wealth
Texas
$340M +$4.1M +1% 0.97% 46.1% 33 3.03% 3.7
Montis Financial
4054
Montis Financial
Massachusetts
$340M +$16.3M +5% 0.66% 53.8% 149 12.75% 1.6
Crestview Partners III
4055
Crestview Partners III
New York
$340M -$20.7M -6% 5.2% 51.2% 3 0% 3.9
Meridian Investment Counsel
4056
Meridian Investment Counsel
California
$340M +$4.65M +1% 0.31% 116% 219 6.39% 6.6
Horiko Capital Management
4057
Horiko Capital Management
New York
$340M -$6.64M -2% 3.12% 275% 22 4.55% 4
Monterey Private Wealth
4058
Monterey Private Wealth
California
$339M +$36.2M +12% 1.06% 29.8% 150 14% 2.9
Fonville Wealth Management
4059
Fonville Wealth Management
Virginia
$339M +$36.6M +12% 0.64% 53.9% 124 17.74% 1
Charles-Lim Capital
4060
Charles-Lim Capital
Hong Kong
$339M -$59.9M -15% 9.55% 4.44% 8 37.5% 3
NatWest Group
4061
NatWest Group
United Kingdom
$339M +$1.32M +0.4% 1.32% 207% 37 18.92% 3.3
Aristides Capital
4062
Aristides Capital
Kentucky
$339M -$149M -31% 4.4% 126% 358 54.47% 1.4
AMJ Financial Wealth Management
4063
AMJ Financial Wealth Management
Virginia
$339M -$22.8M -6% 0.97% 167% 106 41.51% 1.4
MBM Wealth Consultants
4064
MBM Wealth Consultants
Missouri
$338M +$2.53M +0.8% 1.57% 57.1% 108 6.48% 3.7
US Financial Advisors
4065
US Financial Advisors
Massachusetts
$338M +$13.2M +4% 1.22% 12.6% 97 8.25% 3
West Wealth Group
4066
West Wealth Group
California
$338M +$3.16M +0.9% 2.74% 79.8% 105 20% 1.7
Home Federal Bank of Tennessee
4067
Home Federal Bank of Tennessee
Tennessee
$338M +$120K +0% 0.79% 74% 82 1.22% 6.5
NorthStar Asset Management (Massachusetts)
4068
NorthStar Asset Management (Massachusetts)
Massachusetts
$338M -$42.8M -11% 3.96% 66.3% 62 12.9% 3
Old Port Advisors
4069
Old Port Advisors
Maine
$338M -$9.9M -3% 1.72% 114% 241 12.03% 4.4
AllGen Financial Advisors
4070
AllGen Financial Advisors
Florida
$338M +$40M +13% 1.09% 39.7% 44 29.55% 1.8
Harrell Investment Partners
4071
Harrell Investment Partners
Texas
$337M -$20.7M -6% 3.74% 121% 101 15.84% 3.2
MPS Loria Financial Planners
4072
MPS Loria Financial Planners
Illinois
$337M -$639K -0.2% 3.53% 80% 83 7.23% 5
AA
4073
Ancient Art
Texas
$337M -$133M -28% 3.56% 168% 15 26.67% 3
Machina Capital
4074
Machina Capital
France
$337M +$100M +42% 1.46% 42.5% 397 63.98% 0.4
Helix Partners Management
4075
Helix Partners Management
New York
$337M -$234M -41% 18.8% – 19 36.84% 0.3