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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)
PH
4301
Pinnacle Holdings
Oklahoma
$216M +$26.4M +14% 15.5% 79.6% 240 21.67% 3.9
Modus Advisors
4302
Modus Advisors
Minnesota
$216M +$22.5M +12% 3.71% 89.5% 94 8.51% 0.9
Manchester Financial
4303
Manchester Financial
California
$216M +$54.8M +34% 6.2% 73% 797 25.22% 0.9
Level Four Financial
4304
Level Four Financial
Texas
$216M -$15.8M -7% 10.1% – 375 38.93% 0.2
CA
4305
Continental Advisors
Utah
$216M -$3.2M -1% 16.6% 73.6% 75 13.33% 3.6
Newport Asia
4306
Newport Asia
California
$216M +$8.07M +4% 7.96% – 4 0% 4.6
AFT
4307
Alpha Family Trust
California
$216M +$55.3M +35% 0.04% 215% 24 50% 0.2
Quaker Wealth Management
4308
Quaker Wealth Management
New Jersey
$216M +$25.1M +13% 3.12% – 59 25.42% 0.8
Old Point Trust & Financial Services N A
4309
Old Point Trust & Financial Services N A
Virginia
$215M +$20.1M +10% 9.69% 87.3% 68 4.41% 6.1
Mirsky Financial Management
4310
Mirsky Financial Management
New York
$215M +$21.1M +11% 4.56% 39.3% 47 19.15% 1.4
BHK Investment Advisors
4311
BHK Investment Advisors
Alabama
$215M +$1.05M +0.5% 4.89% 54.6% 64 4.69% 2.3
ACON Equity Management
4312
ACON Equity Management
District of Columbia
$215M +$102M +90% 89.6% 32.1% 1 0% 3.3
HM Capital Management
4313
HM Capital Management
Missouri
$215M +$17.2M +9% 6.78% 29.6% 46 13.04% 4.2
Steginsky Capital
4314
Steginsky Capital
New York
$215M +$14.7M +7% 7.73% 99.4% 8 0% 4.2
Old Mission Investment Co
4315
Old Mission Investment Co
Michigan
$215M +$24.4M +13% 5.93% 82% 101 12.87% 1
Mizuho Markets Americas
4316
Mizuho Markets Americas
New York
$215M -$321M -60% 0.88% 114% 36 83.33% 0.1
SFG
4317
SageGuard Financial Group
Tennessee
$215M +$7.2M +3% 4.53% – 137 14.6% 0.2
Chicago Capital Management
4318
Chicago Capital Management
Illinois
$215M +$89.4M +71% 41% 270% 43 81.4% 0.1
Financial Life Advisors
4319
Financial Life Advisors
Texas
$215M +$21.6M +11% 1.33% 47% 53 7.55% 1.6
MPS Loria Financial Planners
4320
MPS Loria Financial Planners
Illinois
$215M -$7.9M -4% 4.59% 80% 654 7.19% 0.8
One01 Capital
4321
One01 Capital
California
$214M -$21.3M -9% 3.21% 123% 25 80% 0.1
Stadium Capital Management
4322
Stadium Capital Management
Connecticut
$214M +$13.8M +7% 17.9% 10.9% 11 27.27% 1.2
ARG
4323
Advisory Resource Group
Oklahoma
$214M +$12.4M +6% 11.7% 72% 128 30.47% 1.1
SimpliFi Inc
4324
SimpliFi Inc
California
$214M -$537K -0.3% 1% 27.9% 23 4.35% 1.7
Delta Financial Advisors
4325
Delta Financial Advisors
Louisiana
$214M +$14.3M +7% 7.89% 107% 111 5.41% 1.5