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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)
Baldrige Asset Management
4276
Baldrige Asset Management
Pennsylvania
$115M -$6.61M -5% 13.5% 43.5% 90 30% 0.8
Brown University
4277
Brown University
Rhode Island
$115M -$69.1M -38% 30.6% 40.1% 14 85.71% 0.1
FA
4278
Financial Advantage
Maryland
$114M -$31.4M -22% 19.7% 24.3% 112 11.61% 1.9
Liberty Wealth Management
4279
Liberty Wealth Management
California
$114M -$12.4M -10% 15.9% 73% 1,034 18.96% 1
Axis Capital Holdings
4280
Axis Capital Holdings
$114M -$21.5M -16% 19.9% 76% 3 33.33% 3.6
CHA
4281
Carmichael Hill & Associates
Maryland
$114M -$26.6M -19% 18.2% 39.7% 740 10.41% 0.5
Great Hill Partners
4282
Great Hill Partners
Massachusetts
$114M -$73.7M -39% 54.3% 24% 2 50% 0.1
Wealthsimple US
4283
Wealthsimple US
New York
$114M -$11.9M -9% 8.73% – 37 37.84% 0.2
SWMG
4284
Signature Wealth Management Group
Georgia
$114M -$44.6M -28% 18.2% – 87 29.89% 1.6
Sowa Financial Group
4285
Sowa Financial Group
Rhode Island
$114M -$9.17M -7% 13.2% 100% 396 16.41% 0.2
MI
4286
Moneywise Inc
Virginia
$114M -$19.3M -15% 20.1% 60.8% 47 29.79% 2.2
Lake Point Wealth Management
4287
Lake Point Wealth Management
Texas
$114M -$187M -62% 9.81% – 721 44.8% 1
Protective Life
4288
Protective Life
Alabama
$113M -$119K -0.1% 5.89% 34.7% 14 0% 1.3
MAK Capital One
4289
MAK Capital One
New York
$113M -$192M -63% 46.3% 200% 11 63.64% 1.5
Roman Butler Fullerton & Co
4290
Roman Butler Fullerton & Co
Missouri
$113M -$38.2M -25% 14.2% 134% 172 29.07% 1.1
Crystal Rock Capital Management
4291
Crystal Rock Capital Management
Illinois
$113M -$39.9M -26% 13.8% 164% 38 34.21% 2.4
Interactive Financial Advisors
4292
Interactive Financial Advisors
Illinois
$113M -$109M -49% 12.4% 51.3% 144 26.39% 4.3
Souders Financial Advisors
4293
Souders Financial Advisors
Ohio
$113M – – 15% 59.8% 93 – 0
Bennicas & Associates
4294
Bennicas & Associates
California
$113M -$25.1M -18% 11.9% 40.3% 85 8.24% 5.3
Murphy Middleton Hinkle & Parker
4295
Murphy Middleton Hinkle & Parker
Georgia
$113M -$37.1M -25% 19.8% 66.8% 132 11.36% 2.1
Graybill Wealth Management
4296
Graybill Wealth Management
Illinois
$113M -$47.3M -30% 23.9% – 59 18.64% 3.6
PC
4297
PA Capital
Virginia
$113M +$2K +0% 24.1% – 196 50% 0.5
Howard Financial Services
4298
Howard Financial Services
Texas
$113M -$49.6M -31% 22.5% 55.9% 136 33.82% 0.9
Mader & Shannon Wealth Management
4299
Mader & Shannon Wealth Management
Missouri
$113M -$11.1M -9% 1.69% 62.5% 23 43.48% 0.8
EDMP Inc
4300
EDMP Inc
Florida
$113M -$4.29M -4% 24.8% 78% 69 40.58% 2.6