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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)
Arrow Investment Advisors
4301
Arrow Investment Advisors
Maryland
$153M +$2.43M +2% 6.48% 38.1% 57 54.39% 0.8
Pictet Bank & Trust
4302
Pictet Bank & Trust
Bahamas
$153M +$4.1M +3% 9.89% 82.7% 61 6.56% 3.8
Shoker Investment Counsel
4303
Shoker Investment Counsel
Ohio
$153M +$9.14M +6% 5.39% 88.9% 91 16.48% 4.2
Castle Rock Wealth Management
4304
Castle Rock Wealth Management
California
$153M -$18.1M -11% 10.1% 115% 226 43.36% 0.6
Exane Asset Management
4305
Exane Asset Management
France
$153M +$55.5M +57% 6.03% 74.5% 25 60% 0.4
FORA Capital
4306
FORA Capital
Florida
$153M -$140M -48% 17% 162% 1,132 70.14% 0.2
GYL Financial Synergies
4307
GYL Financial Synergies
Connecticut
$153M +$14.4M +10% 10.6% 36% 166 16.87% 1.3
Adirondack Trust Company
4308
Adirondack Trust Company
New York
$152M +$1.34M +0.9% 8.68% 96.7% 350 4.57% 5
EisnerAmper Wealth Management Corporate Benefits
4309
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$152M +$5.93M +4% 5.48% 13% 48 16.67% 2.9
AAM
4310
Aware Asset Management
Minnesota
$152M – – 2.32% – 2 – 0
Dalton Investments
4311
Dalton Investments
Nevada
$152M +$14.5M +11% 10.4% 125% 53 24.53% 2.3
FP
4312
Financial Perspectives
Minnesota
$152M +$12.2M +9% 9.33% 104% 575 7.83% 0.7
MACRO Consulting Group
4313
MACRO Consulting Group
New Jersey
$152M +$7.72M +5% 6.63% – 104 19.23% 0.9
NFP Retirement Inc
4314
NFP Retirement Inc
California
$152M +$15M +11% 4.77% 46.7% 113 12.39% 0.6
Aquamarine Capital Management
4315
Aquamarine Capital Management
New York
$152M +$14.3M +10% 11% 23% 13 0% 4.3
Stoneridge Investment Partners
4316
Stoneridge Investment Partners
Pennsylvania
$152M -$86M -36% 5.9% 44.2% 139 43.88% 1.4
Legacy Advisors
4317
Legacy Advisors
Pennsylvania
$151M +$25.4M +20% 10.4% – 113 13.27% 2.2
Santori & Peters Inc
4318
Santori & Peters Inc
Pennsylvania
$151M +$21.1M +16% 8.51% 103% 79 41.77% 1.3
WT Wealth Management
4319
WT Wealth Management
Arizona
$151M +$26.8M +22% 9.26% 72% 112 29.46% 0.6
Prudent Investors Network
4320
Prudent Investors Network
California
$151M +$3.6M +2% 3.43% – 27 29.63% 0.5
HRC
4321
Hoertkorn Richard Charles
$151M +$4.11M +3% 7.36% 182% 84 2.38% 5.3
Stonehearth Capital Management
4322
Stonehearth Capital Management
Massachusetts
$151M +$365K +0.2% 6.2% 87.5% 57 10.53% 2.4
Noked Capital
4323
Noked Capital
Israel
$151M +$10.9M +8% 31.4% 197% 25 48% 0.5
Noked Israel
4324
Noked Israel
Israel
$151M +$10.9M +8% 31.4% 265% 25 48% 0.5
FBT
4325
First Bank & Trust
South Dakota
$151M +$17.7M +13% 6.41% 85.6% 420 7.62% 2.3