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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)
Ruedi Wealth Management
4201
Ruedi Wealth Management
Illinois
$320M +$2.77M +0.9% 0.42% 44.9% 339 3.83% 1.6
Wellington Shields & Co
4202
Wellington Shields & Co
New York
$319M -$6.63M -2% 1.88% 127% 317 11.04% 3.8
Prosperity Planning
4203
Prosperity Planning
Missouri
$319M +$7.35M +2% 0.31% 43.5% 105 1.9% 2.5
United Wealth Management
4204
United Wealth Management
Virginia
$319M +$22.6M +8% 0.9% – 21 0% 0.3
Buska Wealth Management
4205
Buska Wealth Management
Wisconsin
$319M +$6.66M +2% 2.11% – 64 9.38% 0.8
PFW Advisors
4206
PFW Advisors
Georgia
$319M -$6.16M -2% 0.47% – 128 7.81% 4.6
VELA Investment Management
4207
VELA Investment Management
Ohio
$319M -$40.1M -11% 1.65% 56.8% 180 23.33% 1.8
Iridian Asset Management
4208
Iridian Asset Management
Connecticut
$319M -$57M -15% 1.12% 88.4% 51 17.65% 4
Rialto Wealth Management
4209
Rialto Wealth Management
New York
$319M +$15.8M +5% 0.59% – 1,012 50.3% 0.1
Supplemental Annuity Collective Trust (SACT) of New Jersey
4210
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$318M -$21.4M -6% 2.8% 166% 216 4.17% 7.4
Oxbow Capital Management (HK)
4211
Oxbow Capital Management (HK)
Hong Kong
$318M +$36.7M +13% 1.2% 2,244% 14 64.29% 0.3
Detalus Advisors
4212
Detalus Advisors
Missouri
$318M +$14.8M +5% 2.41% 75.7% 168 14.88% 2.9
Adamsbrown Wealth Consultants
4213
Adamsbrown Wealth Consultants
Kansas
$318M +$24.9M +8% 0.44% 60.6% 107 14.95% 2.1
Riverview Capital Advisers
4214
Riverview Capital Advisers
Massachusetts
$318M -$13.2M -4% 4.08% 84.8% 98 17.35% 2.1
University of Illinois Foundation
4215
University of Illinois Foundation
Illinois
$318M -$24.6M -7% 0.3% – 9 66.67% 0.5
PYA Waltman Capital
4216
PYA Waltman Capital
Tennessee
$318M +$7.66M +2% 2.6% 62.4% 80 8.75% 2.9
Net Worth Advisory Group
4217
Net Worth Advisory Group
Utah
$318M -$11.5M -3% 0.25% – 427 23.89% 0.4
MFGP
4218
Marshall Financial Group (Pennsylvania)
Pennsylvania
$318M -$9.41M -3% 2.71% 65.5% 54 3.7% 5
All Terrain Financial Advisors
4219
All Terrain Financial Advisors
Minnesota
$317M +$12M +4% 3.26% 71.1% 114 14.91% 3.6
Bridge Creek Capital Management
4220
Bridge Creek Capital Management
Massachusetts
$317M -$7.98M -2% 0.18% 76.5% 113 9.73% 6.5
Prostatis Group
4221
Prostatis Group
Maryland
$317M -$26.1M -8% 2.38% 72.9% 166 15.66% 1.9
Ewing Morris & Co Investment Partners
4222
Ewing Morris & Co Investment Partners
Ontario, Canada
$317M +$26.9M +9% 0.95% 63.5% 115 37.39% 0.6
CWS Financial Advisors
4223
CWS Financial Advisors
Michigan
$317M +$7.8M +3% 0.61% 55.7% 133 9.02% 3.4
Generali Powszechne Towarzystwo Emerytalne
4224
Generali Powszechne Towarzystwo Emerytalne
Poland
$316M +$18.3M +6% 2.86% 175% 28 7.14% 2
First International Bank & Trust
4225
First International Bank & Trust
North Dakota
$316M +$7.54M +2% 1.34% 38.6% 74 10.81% 2.5