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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)
Coalescence Partners Investment Management
4351
Coalescence Partners Investment Management
New York
$194M – – 48.3% – 10 – 0
Strategic Family Wealth Counselors
4352
Strategic Family Wealth Counselors
New Jersey
$194M +$15.7M +9% 17.8% 83.8% 86 13.95% 1.3
Family Legacy Inc
4353
Family Legacy Inc
South Carolina
$194M +$16.7M +9% 11.1% 89% 116 6.9% 2.7
Biltmore Wealth Management
4354
Biltmore Wealth Management
Arizona
$194M +$21.1M +12% 7.48% 59.8% 47 8.51% 1.9
VCU Investment Management
4355
VCU Investment Management
Virginia
$194M -$14.9M -7% 6.42% – 10 30% 2
Seven Springs Wealth Group
4356
Seven Springs Wealth Group
Tennessee
$193M +$34.4M +22% 12.5% 62.6% 280 54.29% 0.4
AB
4357
Atlas Brown
Kentucky
$193M +$24.3M +14% 13.5% 115% 164 10.37% 4.3
Modus Advisors
4358
Modus Advisors
Minnesota
$193M +$19.3M +11% 10.3% 99.2% 88 12.5% 0.8
Oak Family Advisors
4359
Oak Family Advisors
Illinois
$193M – – 15.8% 81.9% 96 – 0
Horan Capital Advisors
4360
Horan Capital Advisors
Ohio
$193M +$16.5M +9% 13.4% 26.6% 307 72.64% 3.3
Financial Life Advisors
4361
Financial Life Advisors
Texas
$193M +$2.21M +1% 9.52% 47% 51 7.84% 1.4
Palisades Hudson Asset Management
4362
Palisades Hudson Asset Management
Florida
$193M +$38.2M +25% 19.6% 73.2% 109 15.6% 4.1
Acima Private Wealth
4363
Acima Private Wealth
Virginia
$193M +$27.3M +16% 13.2% 51.1% 243 10.29% 1.6
Tillar-Wenstrup Advisors
4364
Tillar-Wenstrup Advisors
Ohio
$193M +$20.6M +12% 10.2% 27.4% 39 23.08% 1.4
Hapanowicz & Associates Financial Services
4365
Hapanowicz & Associates Financial Services
Pennsylvania
$193M +$22.9M +13% 10% 65% 36 19.44% 1.6
Strategic Value Partners
4366
Strategic Value Partners
Connecticut
$193M +$68.8M +55% 14.7% – 4 50% 2
Augustine Asset Management
4367
Augustine Asset Management
Florida
$193M +$22.6M +13% 17.7% 316% 88 11.36% 2.8
IBOK
4368
Independence Bank of Kentucky
Kentucky
$193M +$16.9M +10% 11.3% 94.3% 389 8.74% 2.2
Disciplina Capital Management
4369
Disciplina Capital Management
Tennessee
$193M +$37.5M +24% 9.02% 33% 47 65.96% 0.7
J. Safra Asset Management
4370
J. Safra Asset Management
New York
$193M +$20.1M +12% 13.4% 93.8% 32 53.13% 1
Socorro Asset Management
4371
Socorro Asset Management
Texas
$193M – – 11.9% 43.8% 33 – 0
Browning West
4372
Browning West
California
$193M – – 31.6% 96.8% 2 – 0
Veracity Capital
4373
Veracity Capital
Georgia
$193M +$14.5M +8% 11.5% 149% 248 24.19% 0.6
BCS Wealth Management
4374
BCS Wealth Management
Tennessee
$193M +$15.7M +9% 10% 51% 152 20.39% 0.7
HF
4375
Halpern Financial
Virginia
$192M +$23.1M +14% 13.1% 26.3% 217 11.52% 0.7