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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)
RDA Financial Network
4151
RDA Financial Network
Iowa
$233M +$11.3M +5% 5.95% 93.4% 245 12.65% 1.4
Cannon Financial Strategists
4152
Cannon Financial Strategists
Georgia
$233M +$27.5M +13% 6.18% 56.7% 60 6.67% 1.5
APEIRON Capital Ltd
4153
APEIRON Capital Ltd
Hong Kong
$233M +$25.2M +12% 4.19% 362% 10 20% 0.2
WealthOne
4154
WealthOne
New York
$233M +$25.4M +12% 4.06% 23.4% 132 27.27% 1.3
Ford Financial Group
4155
Ford Financial Group
California
$233M +$20.6M +10% 5.66% 47.7% 106 13.21% 1.8
MWM
4156
Mascoma Wealth Management
New Hampshire
$232M +$32.4M +16% 3.69% 43.7% 474 80.59% 0.5
KPCB XV Associates
4157
KPCB XV Associates
California
$232M -$655K -0.3% 91% – 4 0% 0.3
Somerset Trust
4158
Somerset Trust
Pennsylvania
$232M +$12.3M +6% 6.49% 80.5% 130 7.69% 4.2
Tinicum
4159
Tinicum
New York
$232M +$17.9M +8% 12.6% 21.1% 2 0% 4.9
CWS Financial Advisors
4160
CWS Financial Advisors
Michigan
$232M +$60M +35% 4.4% 55.7% 147 11.56% 1
Capital Advisors Wealth Management
4161
Capital Advisors Wealth Management
Washington
$232M – – 3.58% 70.5% 90 – 0
Moisand Fitzgerald Tamayo
4162
Moisand Fitzgerald Tamayo
Florida
$232M +$9.7M +4% 7.73% 51.1% 414 21.5% 2.5
WA
4163
WP Advisors
California
$231M +$24.4M +12% 7.63% 113% 103 22.33% 1.7
Oarsman Capital
4164
Oarsman Capital
Wisconsin
$231M -$26.3M -10% 8.59% 74.9% 200 12.5% 3.4
Piershale Financial Group
4165
Piershale Financial Group
Illinois
$231M +$22.9M +11% 11.9% 82% 40 60% 0.9
NC
4166
Nokomis Capital
Texas
$231M +$2.76M +1% 19.8% 145% 51 60.78% 1.4
Cincinnati Specialty Underwriters Insurance
4167
Cincinnati Specialty Underwriters Insurance
Ohio
$231M +$14.3M +7% 6.06% 137% 38 2.63% 4.9
PhiloSmith Capital
4168
PhiloSmith Capital
Connecticut
$231M +$22M +11% 9.34% 47% 33 6.06% 3.3
Whitener Capital Management
4169
Whitener Capital Management
North Carolina
$231M +$12.2M +6% 5.01% 113% 134 5.22% 2.5
Helikon Investments
4170
Helikon Investments
United Kingdom
$231M +$76.1M +49% 8.43% 282% 5 60% 0.2
Callodine Capital Management
4171
Callodine Capital Management
Massachusetts
$230M +$23.8M +11% 11% 53.8% 42 23.81% 1
Birch Grove Capital
4172
Birch Grove Capital
New York
$230M +$38.7M +20% 2.62% 2.66% 55 27.27% 0.3
Oak Family Advisors
4173
Oak Family Advisors
Illinois
$230M +$37.1M +19% 5.53% 81.9% 106 24.53% 0.2
Courage Miller Partners
4174
Courage Miller Partners
Virginia
$230M +$12.7M +6% 4.78% 43.5% 85 10.59% 5
Roanoke Asset Management
4175
Roanoke Asset Management
New Jersey
$230M +$18.9M +9% 8.77% 50.3% 106 11.32% 4.7