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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)
MA
4351
Minerva Advisors
Pennsylvania
$148M -$8K -0% 7.15% 166% 77 2.6% 5
WA1
4352
Wimmer Associates 1
California
$148M +$19.9M +15% 9.9% 78.9% 106 6.6% 3.6
Financial Strategies Group
4353
Financial Strategies Group
Michigan
$148M +$14.2M +11% 4.95% 44.9% 59 22.03% 0.5
Baldrige Asset Management
4354
Baldrige Asset Management
Pennsylvania
$148M +$15.3M +12% 6.3% 43.5% 81 7.41% 1.2
TF
4355
TRH Financial
Iowa
$148M +$22.9M +18% 10.3% – 70 10% 0.7
Emerson Wealth
4356
Emerson Wealth
Michigan
$148M +$6.82M +5% 7.07% 18.1% 22 4.55% 1.4
Marshall & Sullivan
4357
Marshall & Sullivan
Washington
$148M +$11.5M +8% 10.1% 82% 65 32.31% 2.8
DI
4358
DAGCO Inc
Ohio
$148M +$48.8M +49% 8.81% 75% 105 20.95% 1.3
St. Johns Investment Management
4359
St. Johns Investment Management
Florida
$148M +$12M +9% 10.1% 91.9% 180 15.56% 4.2
Employers Holdings
4360
Employers Holdings
Nevada
$148M -$28.9M -16% 9.68% – 173 26.59% 1
PK
4361
Pflug Koory
Nebraska
$148M +$13.1M +10% 9.8% – 414 4.59% 3
Pinnacle Family Advisors
4362
Pinnacle Family Advisors
Missouri
$148M +$33.4M +29% 18% 85.8% 93 33.33% 1
RBA Wealth Management
4363
RBA Wealth Management
California
$148M +$10.5M +8% 8.83% 91% 106 12.26% 1.1
Independent Order of Foresters
4364
Independent Order of Foresters
Ontario, Canada
$148M +$11.2M +8% 8.27% 75.1% 12 0% 0.5
Norway Savings Bank
4365
Norway Savings Bank
Maine
$148M +$12M +9% 6.09% 117% 307 17.59% 2.6
Alethea Capital Management
4366
Alethea Capital Management
Washington
$148M -$23.2M -14% 2.4% 275% 102 52.94% 2
Shilanski & Associates
4367
Shilanski & Associates
Alaska
$148M +$10.5M +8% 6.97% 84.2% 95 15.79% 0.8
GPM Growth Investors
4368
GPM Growth Investors
Michigan
$147M +$13.1M +10% 10.2% – 38 10.53% 0.6
Deane Retirement Strategies
4369
Deane Retirement Strategies
Louisiana
$147M +$10.4M +8% 4.44% 73.4% 77 55.84% 1.8
Mountain Lake Investment Management
4370
Mountain Lake Investment Management
Florida
$147M +$8.4M +6% 1.82% 64% 27 18.52% 1.4
Peoples Bank (Ohio)
4371
Peoples Bank (Ohio)
Ohio
$147M +$5.46M +4% 5.35% 78.9% 100 14% 3.2
Cavalier Investments
4372
Cavalier Investments
Georgia
$147M -$26M -15% 8.91% 171% 80 28.75% 0.7
CenturyLink Investment Management
4373
CenturyLink Investment Management
Colorado
$147M -$50.8M -26% 9.01% – 1 0% 0.3
BOCM
4374
Bontempo Ohly Capital Management
Maryland
$147M +$5.53M +4% 4.55% 49.6% 34 5.88% 3.1
AH Equity Partners IV (Parallel)
4375
AH Equity Partners IV (Parallel)
California
$147M – – 30.9% – 1 – 0