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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)
Cabot-Wellington
4351
Cabot-Wellington
Massachusetts
$210M +$13.2M +7% 6.68% 73.1% 17 0% 3.9
Family Legacy Inc
4352
Family Legacy Inc
South Carolina
$210M +$15.9M +8% 7.36% 89% 120 14.17% 2.8
Crestwood Capital Management
4353
Crestwood Capital Management
New York
$209M -$1.82M -0.9% 6.74% 203% 24 37.5% 2.1
ACM
4354
Aljian Capital Management
Nevada
$209M +$12M +6% 1.7% 162% 60 20% 1.5
Pacific Center for Financial Services
4355
Pacific Center for Financial Services
California
$209M -$61.1M -23% 5.5% 60.1% 352 6.25% 3.2
Oregon Health & Science University
4356
Oregon Health & Science University
Oregon
$209M +$54.3M +35% 5.1% – 1 0% 0.3
VisionPoint Advisory Group
4357
VisionPoint Advisory Group
Texas
$209M +$10.3M +5% 5.03% 79.3% 148 31.08% 0.8
Horan Capital Advisors
4358
Horan Capital Advisors
Ohio
$209M +$15.3M +8% 7.06% 26.6% 88 6.82% 3.5
Towerpoint Wealth
4359
Towerpoint Wealth
California
$208M +$8.55M +4% 3.19% 67.7% 78 7.69% 1.9
Strategic Wealth Investment Group
4360
Strategic Wealth Investment Group
Kentucky
$208M +$37.8M +22% 2.32% – 87 17.24% 0.9
Cornell Pochily Investment Advisors
4361
Cornell Pochily Investment Advisors
New York
$208M +$458K +0.2% 5.96% 97% 154 7.14% 2.4
Sonata Capital Group
4362
Sonata Capital Group
Washington
$208M +$6.12M +3% 6.04% 66.5% 133 9.77% 3.8
Keating Investment Counselors
4363
Keating Investment Counselors
Florida
$208M +$8.35M +4% 6.88% 50% 60 3.33% 5.3
PM
4364
Parametrica Management
Hong Kong
$208M +$45.9M +28% 8.15% 543% 253 75.1% 0.2
MilWealth Group
4365
MilWealth Group
Wisconsin
$208M +$6.24M +3% 2.63% 39.6% 72 33.33% 1.6
AAFMAA Wealth Management & Trust
4366
AAFMAA Wealth Management & Trust
North Carolina
$208M +$1.2M +0.6% 7.65% 62.3% 69 17.39% 0.2
Ballast Inc
4367
Ballast Inc
Kentucky
$208M +$11.9M +6% 5.63% 71.3% 95 8.42% 2.4
BOC
4368
Barbara Oil Co
Illinois
$208M +$9.05M +5% 6.42% 76.9% 89 8.99% 5
Pacific Edge Advisors
4369
Pacific Edge Advisors
California
$208M +$15.6M +8% 5.98% 31.3% 38 7.89% 2.5
Wellspring Financial Advisors
4370
Wellspring Financial Advisors
Ohio
$207M -$79.2M -28% 5.19% 77.2% 111 36.04% 0.8
Berkeley Capital Partners
4371
Berkeley Capital Partners
Georgia
$207M +$12.5M +6% 4.98% 62.8% 140 32.14% 2.5
NatWest Group
4372
NatWest Group
United Kingdom
$207M -$64.8M -24% 7.43% 207% 81 18.52% 4.2
Pettee Investors
4373
Pettee Investors
Connecticut
$207M +$18.4M +10% 8.63% 102% 127 6.3% 3.9
Tri-Star Advisors
4374
Tri-Star Advisors
Texas
$207M +$25.7M +14% 3% 3.07% 51 31.37% 0.6
AMJ Financial Wealth Management
4375
AMJ Financial Wealth Management
Virginia
$207M +$11.2M +6% 3.93% 167% 98 39.8% 0.5