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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)
Mountain Capital Investment Advisors
4276
Mountain Capital Investment Advisors
Colorado
$155M -$63.4M -29% 7.16% 70.1% 116 70.69% 0.4
Paulson Wealth Management
4277
Paulson Wealth Management
Illinois
$155M +$12M +8% 6.35% 62.6% 91 14.29% 2
Howard Financial Services
4278
Howard Financial Services
Texas
$155M +$14M +10% 7.4% 55.9% 124 12.1% 1.1
Cowbird Capital
4279
Cowbird Capital
New York
$155M +$25.4M +20% 28.9% 21.3% 10 20% 0.7
Stolper & Co
4280
Stolper & Co
Oklahoma
$155M +$1.58M +1% 7.52% 77.1% 91 14.29% 0.4
LM
4281
Lasry Marc
$155M +$2.46M +2% 0.41% 14.8% 6 33.33% 2.2
Israel Discount Bank of New York
4282
Israel Discount Bank of New York
New York
$154M +$7.46M +5% 6.4% 40.8% 90 8.89% 2.9
NovaPoint Capital
4283
NovaPoint Capital
Georgia
$154M +$20M +15% 8.21% 94% 107 24.3% 0.6
Abbot Financial Management
4284
Abbot Financial Management
Massachusetts
$154M +$8.76M +6% 8.2% 102% 135 8.89% 2.4
TRV GP II
4285
TRV GP II
Massachusetts
$154M +$18.8M +14% 14.1% 20.8% 3 0% 2
VST
4286
Van Strum & Towne
California
$154M +$10.5M +7% 5.2% 72.3% 86 13.95% 4.2
Progeny 3 Inc
4287
Progeny 3 Inc
Washington
$154M +$6.71M +5% 4.84% 96.8% 26 11.54% 0.9
CAM
4288
Crown Advisors Management
California
$154M +$7.63M +5% 19.4% 284% 47 23.4% 1.2
Tower View Wealth Management
4289
Tower View Wealth Management
Wisconsin
$154M +$16.9M +12% 11.2% 135% 167 10.18% 1.7
Innealta Capital
4290
Innealta Capital
Texas
$154M +$7.79M +5% 6.18% 69.8% 55 30.91% 0.9
Graybill Wealth Management
4291
Graybill Wealth Management
Illinois
$154M +$17.6M +13% 9.87% – 54 1.85% 3.7
Tealwood Asset Management
4292
Tealwood Asset Management
Minnesota
$153M +$3.02M +2% 6.6% 128% 94 8.51% 2.3
Bandera Partners
4293
Bandera Partners
New York
$153M +$8.93M +6% 17.4% 55.4% 17 11.76% 3
Reliant Wealth Planning
4294
Reliant Wealth Planning
Kentucky
$153M -$7.89M -5% 6.84% 39.4% 9 33.33% 0.5
Elizabeth Park Capital Advisors
4295
Elizabeth Park Capital Advisors
Ohio
$153M -$4.43M -3% 9.15% 119% 47 23.4% 1.4
GAMC
4296
Garner Asset Management Corp
Texas
$153M +$18.9M +14% 10.4% 103% 158 10.13% 2.5
LCNB Corp
4297
LCNB Corp
Ohio
$153M +$4.95M +3% 7.94% 75.2% 145 6.9% 2.7
Roman Butler Fullerton & Co
4298
Roman Butler Fullerton & Co
Missouri
$153M +$12.7M +9% 10.7% 134% 162 14.2% 1.3
Nationwide Asset Management
4299
Nationwide Asset Management
Ohio
$153M -$5.94M -4% 2.29% 8.56% 10 0% 0.6
Woodard & Company Asset Management Group
4300
Woodard & Company Asset Management Group
North Carolina
$153M +$4.86M +3% 8.77% 94.5% 97 14.43% 1