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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)
FTV Management Company
4176
FTV Management Company
California
$334M +$26.3M +9% 8.54% 15.1% 1 0% 3
Peak Financial Management
4177
Peak Financial Management
Massachusetts
$334M -$6.67M -2% 2.18% 58.2% 105 15.24% 3.9
Firetrail Investments
4178
Firetrail Investments
Australia
$334M -$13.3M -4% 2.14% 139% 27 14.81% 0.8
Harber Asset Management
4179
Harber Asset Management
North Carolina
$334M -$926K -0.3% 2.36% 82% 41 39.02% 1.5
Prism Advisors
4180
Prism Advisors
California
$334M -$16M -5% 2.76% 54.6% 70 18.57% 3.3
Mokosak Advisory Group
4181
Mokosak Advisory Group
Iowa
$333M +$28.6K +0% 0.06% 59.2% 33 6.06% 3.8
Zeno Equity Partners
4182
Zeno Equity Partners
United Kingdom
$333M -$25.1M -7% 0.2% 28.3% 17 35.29% 0.8
Heirloom Wealth Management
4183
Heirloom Wealth Management
Colorado
$333M +$12.6M +4% 0.49% 81.8% 50 20% 1.9
MKC
4184
M. Kraus & Co
Vermont
$333M -$8M -2% 2.54% 65.9% 84 8.33% 5.8
Opal Wealth Advisors
4185
Opal Wealth Advisors
New York
$333M +$13.9M +4% 0.41% 62.3% 209 18.18% 1.8
Peterson Wealth Services
4186
Peterson Wealth Services
Utah
$333M +$20M +6% 9.37% 160% 236 17.37% 1
ETF Portfolio Partners
4187
ETF Portfolio Partners
Kansas
$333M -$5.05M -1% 1.16% 50.2% 60 15% 4.5
McLean Asset Management
4188
McLean Asset Management
Virginia
$333M +$1.22M +0.4% 0.42% 69.4% 168 10.71% 2.7
Hilltop National Bank
4189
Hilltop National Bank
Wyoming
$333M +$3.24M +1% 0.42% – 835 8.5% 0.7
SWK
4190
Stephen W. Kidder
$332M -$6.24M -2% 0.46% 111% 75 9.33% 6.9
SSI
4191
Scott & Selber Inc
Texas
$332M +$10.2M +3% 6.41% 202% 97 18.56% 4.9
AP
4192
Agilis Partners
Massachusetts
$332M -$24.9M -7% 1.09% 8.47% 25 0% 4.5
Jackson Creek Investment Advisors
4193
Jackson Creek Investment Advisors
Colorado
$332M -$5.58M -2% 5.99% 245% 366 39.62% 1.1
Greenlea Lane Capital Management
4194
Greenlea Lane Capital Management
Connecticut
$332M +$2.15M +0.7% 14.8% 99.7% 9 11.11% 3.5
Riverview Capital Advisers
4195
Riverview Capital Advisers
Massachusetts
$331M +$6.77M +2% 2% 98.7% 92 10.87% 2
West Michigan Advisors
4196
West Michigan Advisors
Michigan
$331M -$99K -0% 2.01% 97.4% 242 26.86% 1.5
Brigade Capital Management
4197
Brigade Capital Management
New York
$331M -$128M -28% 3.74% 234% 22 72.73% 1.5
Walter & Keenan Wealth Management
4198
Walter & Keenan Wealth Management
Indiana
$331M +$1.75M +0.5% 1.76% 92% 156 7.69% 4.7
Frisch Financial Group
4199
Frisch Financial Group
New York
$330M -$2.12M -0.6% 1.58% 72.9% 138 10.14% 3.2
SWS Partners
4200
SWS Partners
Ohio
$330M +$16.3M +5% 3.36% 127% 125 12.8% 2.5