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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)
Denver PWM
4276
Denver PWM
Colorado
$201M +$29.3M +17% 11.7% 48.6% 92 26.09% 1.5
Garrison Point Capital
4277
Garrison Point Capital
California
$201M +$20.7M +11% 2.18% – 21 4.76% 0.5
JAMH
4278
Junson Asset Management (HK)
Hong Kong
$201M – – 25.4% – 67 – 0
Wills Financial Group
4279
Wills Financial Group
Virginia
$201M +$28.6M +17% 9.28% 75.9% 59 20.34% 3.9
Steginsky Capital
4280
Steginsky Capital
New York
$200M +$23.5M +13% 14.6% 99.4% 8 0% 3.9
AAG
4281
Avalon Advisory Group
Pennsylvania
$200M +$14.2M +8% 8.36% 46% 10 0% 0.9
Stadium Capital Management
4282
Stadium Capital Management
Connecticut
$200M -$10.8M -5% 27.2% 10.9% 14 35.71% 1.1
Sitrin Capital Management
4283
Sitrin Capital Management
California
$200M +$11.4M +6% 9.92% 139% 38 7.89% 2.1
Aries Wealth Management
4284
Aries Wealth Management
Maine
$200M +$24M +14% 12.1% 87.7% 167 11.98% 2
Deer IX & Co
4285
Deer IX & Co
New York
$200M – – 40.3% – 3 – 0
FSA Wealth Management
4286
FSA Wealth Management
Massachusetts
$200M +$44.3M +29% 15.1% – 274 81.39% 0.2
Towerpoint Wealth
4287
Towerpoint Wealth
California
$200M +$20M +11% 10.5% 67.7% 76 15.79% 1.7
FC Advisory
4288
FC Advisory
Pennsylvania
$200M +$22.7M +13% 11% 46.6% 64 7.81% 3.5
MWM
4289
Mascoma Wealth Management
New Hampshire
$200M – – 8.6% 43.7% 92 – 2.4
Ullmann Wealth Partners Group
4290
Ullmann Wealth Partners Group
Florida
$200M +$25.4M +15% 15.1% 68% 75 14.67% 2.3
Keating Investment Counselors
4291
Keating Investment Counselors
Florida
$200M +$8.78M +5% 8.65% 50% 61 9.84% 5.3
Delta Financial Advisors
4292
Delta Financial Advisors
Louisiana
$200M +$18.9M +10% 14.2% 107% 109 5.5% 1.3
Prince Street Capital Management
4293
Prince Street Capital Management
New York
$200M +$70.8M +55% 47% 302% 23 56.52% 0.8
Alethea Capital Management
4294
Alethea Capital Management
Washington
$199M +$51.7M +35% 8.04% 246% 91 47.25% 1.9
IAM Advisory
4295
IAM Advisory
Pennsylvania
$199M – – 12% 74.5% 63 – 0
Shelter Insurance Retirement Plan
4296
Shelter Insurance Retirement Plan
Missouri
$199M +$9.8M +5% 7.58% 67.6% 8 0% 0.8
CCP
4297
Camelot Capital Partners
California
$199M +$49.3M +33% 32.9% – 2 0% 0.5
SC
4298
Schulhoff & Co
Ohio
$199M +$12.9M +7% 10.4% 58.8% 110 4.55% 5.5
Stanley Capital Management
4299
Stanley Capital Management
Texas
$199M +$54.6M +38% 34.7% 158% 44 13.64% 2.5
Intrepid Capital Management
4300
Intrepid Capital Management
Florida
$199M +$26.8M +16% 16.1% 74.8% 90 14.44% 1.4