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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)
MinichMacGregor Wealth Management
4326
MinichMacGregor Wealth Management
New York
$111M -$68.1M -38% 14.9% 130% 121 89.26% 0.3
Legend Financial Advisors
4327
Legend Financial Advisors
Pennsylvania
$111M -$5.73M -5% 1.83% 117% 39 48.72% 0.8
NEGWA
4328
New England Guild Wealth Advisors
Connecticut
$111M -$27.9M -20% 15.4% 6.04% 61 22.95% 1.8
Lugano Financial Advisors SA (LFA)
4329
Lugano Financial Advisors SA (LFA)
Switzerland
$111M -$25.7M -19% 15.9% 51.3% 138 13.04% 1.3
SA
4330
SoftVest Advisors
Texas
$111M -$9.5M -8% 51.2% 178% 9 66.67% 0.1
GAMC
4331
Garner Asset Management Corp
Texas
$111M -$33.3M -23% 20.4% 103% 149 10.07% 2.4
FBT
4332
First Bank & Trust
South Dakota
$111M -$26.3M -19% 17.9% 85.6% 452 15.71% 1.9
CNBT
4333
Cornerstone National Bank & Trust
Illinois
$111M -$628K -0.6% 11.7% 38.5% 60 13.33% 0.2
General Industrial Partners
4334
General Industrial Partners
United Kingdom
$111M -$43.1M -28% 2.57% – 11 100% 0
CSA
4335
Cottage Street Advisors
Massachusetts
$111M -$65.1M -37% 18.5% 95.8% 102 14.71% 2.9
Compass Ion Advisors
4336
Compass Ion Advisors
Pennsylvania
$111M -$82.8M -43% 0.14% 75.6% 66 45.45% 0.2
Xcel Wealth Management
4337
Xcel Wealth Management
Florida
$111M -$9.5M -8% 16.1% 98.8% 84 23.81% 1
Congress Park Capital
4338
Congress Park Capital
New York
$111M -$24.7M -18% 17.2% 99.9% 110 31.82% 1.6
C-J Advisory
4339
C-J Advisory
California
$111M -$57.2M -34% 16.2% 39.2% 40 30% 3.1
Tower View Wealth Management
4340
Tower View Wealth Management
Wisconsin
$111M -$21.2M -16% 12.8% 135% 153 26.8% 1.8
SFA
4341
Spectrum Financial Alliance
Kentucky
$111M -$61.2M -36% 33.8% 187% 14 21.43% 1.6
TrueFG
4342
TrueFG
Texas
$111M -$21.3M -16% 18.8% 54.2% 30 10% 0.2
Clearstead Trust
4343
Clearstead Trust
Maine
$111M -$25.9M -19% 14% 124% 197 14.72% 2.1
UBP Investment Advisors
4344
UBP Investment Advisors
Switzerland
$111M -$17.1M -13% 8.93% 11.2% 57 21.05% 1.5
Harvey Partners
4345
Harvey Partners
New York
$111M -$65.4M -37% 18.2% 174% 46 56.52% 1
Polaris Venture Management Co V
4346
Polaris Venture Management Co V
Massachusetts
$110M -$27M -20% 8.37% 281% 11 9.09% 3.8
Financial Strategies Group
4347
Financial Strategies Group
Michigan
$110M -$13.7M -11% 14.9% 49.2% 54 35.19% 0.2
Centerstone Investors
4348
Centerstone Investors
New York
$110M -$29.2M -21% 20% 73.7% 30 33.33% 0.9
Fifth Third Securities
4349
Fifth Third Securities
Ohio
$110M -$12.4M -10% 14.7% 62.7% 70 24.29% 1.8
Fairhaven Wealth Management
4350
Fairhaven Wealth Management
Illinois
$110M -$9.9M -8% 22% – 93 32.26% 0.9