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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)
Axar Capital Management
4101
Axar Capital Management
New York
$219M +$147M +202% 172% 680% 3 33.33% 2.3
Proquility Private Wealth Partners
4102
Proquility Private Wealth Partners
Nevada
$219M – – 11.6% 19.4% 86 – 0
United Capital Management of KS
4103
United Capital Management of KS
Kansas
$219M +$28.2M +15% 17.2% 295% 98 15.31% 1.4
Elwood & Goetz Wealth Advisory Group
4104
Elwood & Goetz Wealth Advisory Group
Georgia
$219M +$33.5M +18% 12% 63.7% 49 18.37% 1.1
CA
4105
Continental Advisors
Utah
$219M +$30.1M +16% 28.5% 73.6% 87 22.99% 3.4
Cavalier Investments
4106
Cavalier Investments
Georgia
$219M +$71.6M +49% 17.7% 171% 104 40.38% 0.6
Tobias Financial Advisors
4107
Tobias Financial Advisors
Florida
$219M +$36.2M +20% 10.6% 49% 70 8.57% 0.8
Whitener Capital Management
4108
Whitener Capital Management
North Carolina
$218M +$10.9M +5% 12.1% 113% 135 12.59% 2.4
Montgomery Investment Management
4109
Montgomery Investment Management
Maryland
$218M +$27.4M +14% 17% 105% 81 2.47% 5.1
Black Diamond Financial
4110
Black Diamond Financial
Maryland
$218M +$39.5M +22% 12.9% 68.3% 83 15.66% 1.5
RG
4111
Retirement Group
California
$218M +$39.5M +22% 21.3% 33.7% 775 17.94% 0.8
Mitchell McLeod Pugh & Williams
4112
Mitchell McLeod Pugh & Williams
Alabama
$218M +$22.2M +11% 14% 99.8% 209 7.66% 4.1
Guidance Point Advisors
4113
Guidance Point Advisors
Massachusetts
$218M +$36.2M +20% 17% 71.8% 84 7.14% 1.4
Weybosset Research & Management
4114
Weybosset Research & Management
Rhode Island
$218M +$35.2M +19% 19.8% 74.8% 54 14.81% 3.8
Courage Miller Partners
4115
Courage Miller Partners
Virginia
$218M +$31.5M +17% 11.2% 43.5% 78 10.26% 5.2
SVG
4116
Sun Valley Gold
Idaho
$218M -$11.7M -5% 5.8% 160% 10 0% 2.5
Sax Wealth Advisors
4117
Sax Wealth Advisors
New Jersey
$218M – – 15.2% 64.3% 133 – 0
ETF Portfolio Partners
4118
ETF Portfolio Partners
Kansas
$218M +$26.1M +14% 10.5% 50.2% 48 18.75% 2.8
EE
4119
EWG Elevate
California
$217M +$45.7M +27% 20.1% 76% 79 29.11% 0.6
DFPG Investments
4120
DFPG Investments
Utah
$217M +$30.2M +16% 13.2% 38.2% 196 28.06% 1.2
Peoples Financial Services Corp
4121
Peoples Financial Services Corp
Pennsylvania
$217M +$18.8M +9% 11.1% 104% 298 1.34% 5.4
Union Bancaire Privee Asset Management
4122
Union Bancaire Privee Asset Management
New York
$217M -$44.8M -17% 8.06% – 40 12.5% 1.9
AP
4123
Arlington Partners
Alabama
$217M +$34.7M +19% 15.2% 46.4% 241 46.47% 1.2
Smithbridge Asset Management
4124
Smithbridge Asset Management
Pennsylvania
$217M +$23.5M +12% 14.1% – 88 5.68% 4.3
Heritage Way Advisors
4125
Heritage Way Advisors
Illinois
$217M +$26.6M +14% 13.9% 79.4% 67 5.97% 2.6