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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)
Taylor Hoffman Wealth Management
4101
Taylor Hoffman Wealth Management
Virginia
$170M +$10.7M +7% 8.01% 47.8% 401 70.82% 2.2
Tennessee Valley Asset Management Partners
4102
Tennessee Valley Asset Management Partners
Tennessee
$170M +$16.5M +11% 9% 72.8% 66 12.12% 1.3
Freedom Day Solutions
4103
Freedom Day Solutions
Texas
$170M +$18.7M +12% 13.4% 86.6% 94 7.45% 1.5
AMJ Financial Wealth Management
4104
AMJ Financial Wealth Management
Virginia
$170M +$22.9M +16% 20.2% 167% 75 30.67% 0.4
WR
4105
Watson Rebecca
$170M +$2.62M +2% 5.03% – 384 78.65% 0.7
Ogorek Anthony Joseph
4106
Ogorek Anthony Joseph
New York
$170M +$28.3M +20% 8.57% 61.1% 211 20.85% 2.2
Liberty Wealth Management
4107
Liberty Wealth Management
California
$170M +$27.5M +19% 9.63% 64.2% 991 20.08% 1.3
Smith & Howard Wealth Management
4108
Smith & Howard Wealth Management
Georgia
$170M +$8.74M +5% 6.44% 43.8% 69 13.04% 2.8
Curtis Advisory Group
4109
Curtis Advisory Group
California
$170M +$30.1M +22% 9.93% 79.8% 61 9.84% 0.6
Kemper Corp Master Retirement Trust
4110
Kemper Corp Master Retirement Trust
Illinois
$169M -$52M -23% 4.15% 21.9% 38 5.26% 5.1
CCC
4111
Chelsea Counsel Company
California
$169M +$7.03M +4% 8.77% 106% 86 5.81% 3.6
Droms Strauss Advisors
4112
Droms Strauss Advisors
Missouri
$169M +$23.7M +16% 8.13% 74.5% 49 20.41% 1
MFGP
4113
Marshall Financial Group (Pennsylvania)
Pennsylvania
$169M +$18.6M +12% 6.81% 65.5% 54 9.26% 1.4
Sanchez Wealth Management Group
4114
Sanchez Wealth Management Group
Florida
$169M +$19.2M +13% 8.93% 61.1% 26 15.38% 1.6
HF
4115
Halpern Financial
Virginia
$169M +$18.3M +12% 6.48% 26.3% 223 30.04% 0.5
Carrhae Capital
4116
Carrhae Capital
United Kingdom
$169M +$12.4M +8% 16.7% 182% 13 53.85% 0.7
AB
4117
Atlas Brown
Kentucky
$169M +$11.4M +7% 9% 115% 155 7.1% 4.5
PL
4118
Polianta Ltd
Jersey
$169M +$14.6M +9% 10% 31.6% 112 87.5% 0.1
Wealth Alliance Advisory Group
4119
Wealth Alliance Advisory Group
Kansas
$169M +$5.84M +4% 6.09% 72.7% 136 9.56% 1.9
BIA
4120
Bigelow Investment Advisors
Maine
$169M +$14.7M +10% 7.05% 75.7% 140 5.71% 2.2
Fairhaven Wealth Management
4121
Fairhaven Wealth Management
Illinois
$169M +$17M +11% 8.04% – 104 9.62% 1.1
Fort Sheridan Advisors
4122
Fort Sheridan Advisors
Illinois
$169M +$6.14M +4% 6.41% 109% 126 16.67% 1.3
Pragma Gestao de Patrimonio
4123
Pragma Gestao de Patrimonio
Brazil
$169M +$11.4M +7% 11.3% 75.2% 21 28.57% 0.5
Wolff Financial Management
4124
Wolff Financial Management
Michigan
$169M +$11.3M +7% 5.39% 56.7% 84 5.95% 1.5
Pacific Capital Wealth Advisors
4125
Pacific Capital Wealth Advisors
California
$168M +$20.9M +14% 5.28% 54.1% 217 74.65% 0.2