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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)
PI
4251
Pennant Investors
New Jersey
$372M +$37.4M +11% 42% 372% 16 6.25% 3
QCI
4252
Quaker Capital Investments
Pennsylvania
$372M +$44.1M +13% 31.9% 107% 21 19.05% 2.4
Fischer Financial Services
4253
Fischer Financial Services
Pennsylvania
$371M +$31.4M +9% 9.42% – 66 10.61% 0.7
Integral Investment Advisors
4254
Integral Investment Advisors
California
$371M +$20.7M +6% 7.05% 69% 167 8.98% 2
Measured Wealth Private Client Group
4255
Measured Wealth Private Client Group
New Hampshire
$371M +$36.8M +11% 7.32% 89.4% 696 72.84% 0.8
Straight Path Wealth Management
4256
Straight Path Wealth Management
Michigan
$371M +$76.3M +26% 11.9% 70.4% 146 23.29% 1.4
Prosperity Planning
4257
Prosperity Planning
Missouri
$371M +$24M +7% 5.27% 43.5% 110 3.64% 2.8
SimplyRich
4258
SimplyRich
California
$371M +$11.7M +3% 9.8% 105% 223 14.35% 3.9
Untitled Investments
4259
Untitled Investments
New York
$370M +$4.53M +1% 4.32% 79.6% 20 40% 1.2
Mithaq Capital SPC
4260
Mithaq Capital SPC
Saudi Arabia
$370M -$23.3M -6% 1.16% 27.4% 4 0% 2.3
Vermillion Wealth Management
4261
Vermillion Wealth Management
Minnesota
$370M +$161M +77% 3.85% – 1,550 66.65% 0.2
Bay Harbor Wealth Management
4262
Bay Harbor Wealth Management
Maryland
$370M +$25.3M +7% 5.97% 52.9% 1,327 6.86% 0.8
Prism Advisors
4263
Prism Advisors
California
$370M +$18.9M +5% 5.95% 54.6% 76 7.89% 3
CMAI
4264
Capital Management Associates Inc
Minnesota
$370M +$54.2M +17% 8.29% 75.6% 144 22.22% 1
TA
4265
TrueWealth Advisors
Alabama
$370M +$31.8M +9% 6.14% 60.9% 233 11.59% 2.6
James T. Borello
4266
James T. Borello
Illinois
$370M +$26.3M +8% 6.59% 71.2% 989 72.3% 0.3
O'Keefe Stevens Advisory
4267
O'Keefe Stevens Advisory
New York
$369M +$13.6M +4% 15.3% 208% 69 4.35% 3.7
Fruth Investment Management
4268
Fruth Investment Management
Texas
$369M +$1.34M +0.4% 5.05% 79.4% 220 4.55% 8.7
Ranmore Fund Management
4269
Ranmore Fund Management
United Kingdom
$369M +$118M +47% 6.68% – 18 44.44% 0.4
LongView Wealth Management
4270
LongView Wealth Management
Georgia
$369M +$38.8M +12% 6.68% 60.8% 227 6.17% 1.4
Sicart Associates
4271
Sicart Associates
New York
$369M +$83.3M +29% 13.1% 113% 75 6.67% 4
FP
4272
FFG Partners
Florida
$369M +$68.1M +23% 17.1% 277% 41 31.71% 0.9
CIM
4273
CIM Investment Management
Pennsylvania
$369M -$156M -30% 9.52% 123% 263 9.13% 4.7
Freedom Day Solutions
4274
Freedom Day Solutions
Texas
$368M +$31.8M +9% 7.15% 86.6% 97 10.31% 3.7
Pacifica Capital Investments
4275
Pacifica Capital Investments
Texas
$368M +$28M +8% 11.7% 69.8% 16 12.5% 7.4