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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)
Sarissa Capital Management
4251
Sarissa Capital Management
Connecticut
$323M -$79.5M -20% 1.47% 80% 10 20% 3.6
Snider Financial Group
4252
Snider Financial Group
Washington
$323M +$49.6M +18% 1.23% 87% 115 50.43% 1.1
Regents of the University of California
4253
Regents of the University of California
California
$323M +$167M +107% 13.5% 76.6% 6 83.33% 0.5
Nixon Capital
4254
Nixon Capital
Texas
$323M +$37.9M +13% 8.21% 101% 44 56.82% 1
LaSalle St. Investment Advisors
4255
LaSalle St. Investment Advisors
Illinois
$322M +$68M +27% 1.18% 61.9% 295 33.56% 0.8
Keystone Financial Planning
4256
Keystone Financial Planning
Ohio
$322M -$8.04M -2% 3.19% 46% 47 2.13% 6
Carr Financial Group
4257
Carr Financial Group
Massachusetts
$322M -$18.8M -6% 0.03% 71.6% 207 16.43% 1.5
Ironwood Wealth Management (Arizona)
4258
Ironwood Wealth Management (Arizona)
Arizona
$322M -$10M -3% 4.96% 34.2% 45 2.22% 5.4
High Ground Investment Management
4259
High Ground Investment Management
United Kingdom
$322M +$105M +48% 20.7% 11.1% 9 11.11% 1.3
MWM
4260
MGB Wealth Management
Texas
$322M +$46.3M +17% 38% – 306 15.69% 0.8
HCM
4261
Hudson Capital Management
New Jersey
$322M +$8.07M +3% 0.09% 66.8% 68 5.88% 3.9
Atticus Wealth Management
4262
Atticus Wealth Management
Florida
$322M +$10.1M +3% 1.1% 73.9% 546 6.23% 2.9
Cypress Point Wealth Management
4263
Cypress Point Wealth Management
Texas
$321M +$66.6M +26% 37% 255% 78 15.38% 1.6
Fielder Capital Group
4264
Fielder Capital Group
Tennessee
$321M +$18.2M +6% 7.19% 161% 235 18.3% 0.7
Empire Financial Management Company
4265
Empire Financial Management Company
New York
$321M -$4.46M -1% 0.84% 78.3% 215 14.42% 1.4
Vista Investment Partners
4266
Vista Investment Partners
Oklahoma
$320M +$8.09M +3% 1.29% 112% 168 20.24% 0.8
Keating Investment Counselors
4267
Keating Investment Counselors
Florida
$320M -$14.7M -4% 4.63% 50% 72 11.11% 6.2
FCA Corp
4268
FCA Corp
Texas
$320M -$5.82M -2% 1.52% 61.5% 195 12.31% 4.6
Hurlow Wealth Management Group
4269
Hurlow Wealth Management Group
Indiana
$320M -$407K -0.1% 1.51% 60.7% 123 5.69% 4.1
ACM
4270
AIGH Capital Management
Maryland
$320M -$34.7M -10% 30.6% 3,026% 47 34.04% 1.1
RIM
4271
Rovida Investment Management
Cayman Islands
$320M – – 6.01% – 18 – 0
Fairhaven Wealth Management
4272
Fairhaven Wealth Management
Illinois
$320M -$6.83M -2% 0.16% – 132 15.15% 3.5
Centurion Wealth Management
4273
Centurion Wealth Management
Virginia
$320M +$6.34M +2% 0.91% – 230 12.17% 1.3
Global Wealth Strategies & Associates
4274
Global Wealth Strategies & Associates
Colorado
$320M +$15.2M +5% 0.19% 68.7% 431 20.42% 1.4
Fosun International
4275
Fosun International
China
$320M +$15.8M +5% 19.2% 37.8% 58 29.31% 2.1