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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)
WPEP
4176
Walnut Private Equity Partners
Nebraska
$134M +$21.3M +19% 16.2% 48% 20 0% 3.8
First Financial Corp
4177
First Financial Corp
Indiana
$134M +$9.7M +8% 11.2% 95.3% 334 9.58% 4.5
EisnerAmper Wealth Management Corporate Benefits
4178
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$134M +$17.9M +15% 10.5% 13% 39 12.82% 2.5
Continuum Advisory
4179
Continuum Advisory
Idaho
$134M -$2.31M -2% 9.7% 77% 166 30.12% 1.1
Nishkama Capital LLC
4180
Nishkama Capital LLC
Puerto Rico
$134M +$55.8M +72% 31.8% 723% 54 77.78% 0.1
Aries Wealth Management
4181
Aries Wealth Management
Maine
$134M +$39.4M +42% 12.8% 87.7% 158 29.75% 0.8
Clarus Wealth Advisors
4182
Clarus Wealth Advisors
Arizona
$134M +$70.1M +110% 13.2% 89.7% 752 17.95% 0.7
Unified Trust Company
4183
Unified Trust Company
Kentucky
$134M +$23.6M +21% 12.3% 69.7% 53 11.32% 0.2
OCM
4184
Ogborne Capital Management
California
$133M +$63.1M +90% 49.9% 251% 17 58.82% 0.1
Little House Capital
4185
Little House Capital
Massachusetts
$133M +$29.9M +29% 12.4% 118% 297 67.34% 0.1
Shakespeare Wealth Management
4186
Shakespeare Wealth Management
Wisconsin
$133M +$3.59M +3% 10.7% 55.5% 45 11.11% 1
Guinness Atkinson Asset Management
4187
Guinness Atkinson Asset Management
California
$133M +$16.2M +14% 23% 148% 66 13.64% 3.6
CAM
4188
Crown Advisors Management
California
$133M +$36.9M +38% 25% 251% 50 24% 0.7
Arkos Global Advisors
4189
Arkos Global Advisors
Texas
$133M +$10.7M +9% 8.68% 47.8% 55 5.45% 0.2
Lodbrok Capital
4190
Lodbrok Capital
United Kingdom
$133M +$28.2M +27% 0% 25.9% 1 0% 0.3
Colorado Capital Management
4191
Colorado Capital Management
Colorado
$133M +$13.4M +11% 10.7% 60.4% 87 9.2% 2.4
MinichMacGregor Wealth Management
4192
MinichMacGregor Wealth Management
New York
$133M -$13.1M -9% 11.5% 130% 126 91.27% 0.7
AllSquare Wealth Management
4193
AllSquare Wealth Management
New York
$133M +$12.1M +10% 9.86% 62.4% 502 10.76% 1.8
Boyar Asset Management
4194
Boyar Asset Management
New York
$133M +$11.6M +10% 10.7% 87% 74 6.76% 4
Liberty Wealth Management
4195
Liberty Wealth Management
California
$133M -$1.3M -1% 10.9% 64.2% 897 19.51% 0.2
AIA
4196
Arcadia Investment Advisors
Idaho
$133M +$19M +17% 11.6% 56.4% 72 12.5% 1
Mangham Associates
4197
Mangham Associates
Virginia
$133M +$21.4M +19% 12.5% 24.4% 6 33.33% 0.8
Northwest Wealth Management
4198
Northwest Wealth Management
Iowa
$133M +$14.5M +12% 10.3% 68.2% 566 9.01% 1.1
DeDora Capital
4199
DeDora Capital
California
$133M +$19.6M +17% 14% 91.2% 90 17.78% 1
Hedeker Wealth
4200
Hedeker Wealth
Illinois
$133M +$7.89M +6% 12.4% 161% 69 5.8% 2.7