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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)
Keeler Thomas Management
4226
Keeler Thomas Management
Utah
$159M +$20.3M +15% 10.6% 52.1% 65 9.23% 2
Crystal Rock Capital Management
4227
Crystal Rock Capital Management
Illinois
$158M +$13.7M +9% 14.1% 164% 36 22.22% 2.3
Rampart Investment Management
4228
Rampart Investment Management
Connecticut
$158M -$437M -73% 11% 74% 546 28.75% 3
CCP
4229
Cunning Capital Partners
North Carolina
$158M +$16.2M +11% 16.1% 268% 29 10.34% 0.5
Cabot-Wellington
4230
Cabot-Wellington
Massachusetts
$158M +$10.1M +7% 6.97% 73.1% 9 0% 6.6
Landmark Financial Advisors
4231
Landmark Financial Advisors
Kentucky
$158M +$4.61M +3% 4.75% 11.8% 60 0% 4.1
Claro Advisors
4232
Claro Advisors
Massachusetts
$158M +$12.5M +9% 9.01% 98.8% 204 13.73% 1.2
MI
4233
M3F Inc
Utah
$158M +$22.8M +17% 3.57% 139% 53 24.53% 1.6
Sound Financial Strategies Group
4234
Sound Financial Strategies Group
Mississippi
$158M +$3.3M +2% 3.35% 27.1% 66 7.58% 0.7
Nikulski Financial
4235
Nikulski Financial
Iowa
$158M +$15.2M +11% 9.34% 107% 108 9.26% 1.7
Davidson Capital Management
4236
Davidson Capital Management
Texas
$158M +$44M +39% 7.35% 79.4% 87 35.63% 0.6
Seascape Capital Management
4237
Seascape Capital Management
New Hampshire
$157M +$17.8M +13% 7.42% 111% 71 8.45% 0.6
Compass Ion Advisors
4238
Compass Ion Advisors
Pennsylvania
$157M +$45.4M +40% 5.91% 75.6% 83 38.55% 0.4
Gables Capital Management
4239
Gables Capital Management
Florida
$157M +$13.1M +9% 11.1% 173% 380 7.37% 1.9
ECM
4240
EII Capital Management
New York
$157M +$4.12M +3% 2.64% 46.9% 195 16.41% 2.9
Voce Capital Management
4241
Voce Capital Management
California
$157M +$13.3M +9% 9.04% 69.2% 16 50% 1.4
Rench Wealth Management
4242
Rench Wealth Management
Texas
$157M +$8.71M +6% 6.77% 106% 37 0% 5.3
BigSur Wealth Management
4243
BigSur Wealth Management
Florida
$157M +$17.1M +12% 8.99% 94.8% 115 20% 2.3
Wela Strategies
4244
Wela Strategies
Georgia
$157M -$194K -0.1% 3.89% 51.3% 46 32.61% 1.6
MONECO Advisors
4245
MONECO Advisors
Connecticut
$157M +$29.2M +23% 8.42% 77.7% 164 15.85% 1.1
West Branch Capital
4246
West Branch Capital
Massachusetts
$157M +$14.8M +10% 11.7% 156% 87 8.05% 1.7
Wells Trecaso Financial Group
4247
Wells Trecaso Financial Group
Ohio
$157M +$11.7M +8% 12.9% 108% 84 23.81% 2.1
Bishop & Co Investment Management
4248
Bishop & Co Investment Management
Pennsylvania
$157M +$10.1M +7% 5.94% 53.7% 22 4.55% 3.4
AIA
4249
Arcadia Investment Advisors
Idaho
$157M +$9.27M +6% 6.92% 56.4% 111 29.73% 1.2
MBM Wealth Consultants
4250
MBM Wealth Consultants
Missouri
$157M +$14.8M +10% 4.47% 57.1% 238 13.87% 1.4