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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)
Stableford Capital II
4376
Stableford Capital II
Arizona
$147M +$13.2M +10% 2.59% 66.9% 72 29.17% 1
YRHAM
4377
Yong Rong (HK) Asset Management
Hong Kong
$147M +$32.8M +29% 23.4% 2,310% 18 66.67% 0.2
Deseret Mutual Benefit Administrators
4378
Deseret Mutual Benefit Administrators
Utah
$147M -$360K -0.2% 7.94% 81.9% 6 33.33% 0.6
Bull Street Advisors
4379
Bull Street Advisors
Georgia
$146M +$16.6M +13% 6.6% 48.5% 90 2.22% 0.9
APSI
4380
Asset Planning Services Inc
Louisiana
$146M +$7.54M +5% 5.62% 138% 41 21.95% 2.5
Argent Advisors
4381
Argent Advisors
Louisiana
$146M +$15.3M +12% 5.08% 63.1% 151 19.87% 0.5
Blue Square Asset Management
4382
Blue Square Asset Management
New York
$146M +$881K +0.6% 9.73% 117% 194 62.89% 0.7
Ferguson Shapiro
4383
Ferguson Shapiro
Georgia
$146M +$700K +0.5% 3.4% 42.7% 42 69.05% 0.3
Secure Asset Management
4384
Secure Asset Management
Michigan
$146M +$4.11M +3% 9.1% 97.2% 172 29.65% 0.5
MYCIO Wealth Partners
4385
MYCIO Wealth Partners
Pennsylvania
$146M +$1.36M +0.9% 4.25% 60.3% 36 13.89% 4.3
SFA
4386
Spectrum Financial Alliance
Kentucky
$146M +$11.6M +9% 6.2% 187% 17 35.29% 1.2
Wealth Advisors of Iowa
4387
Wealth Advisors of Iowa
Iowa
$146M +$12.9M +10% 5.29% 60.9% 35 28.57% 0.4
Peachtree Investment Partners
4388
Peachtree Investment Partners
Florida
$145M +$23.4M +19% 11.1% 111% 82 23.17% 1.1
Elm Advisors
4389
Elm Advisors
California
$145M +$3.46M +2% 8.52% 50.5% 86 10.47% 5.4
JRM Investment Counsel
4390
JRM Investment Counsel
Nebraska
$145M +$1.28M +0.9% 7.57% 65.5% 18 5.56% 4.4
ION Crossover Partners
4391
ION Crossover Partners
Israel
$145M – – 84.9% – 2 – 0
Rainey & Randall Wealth Advisors
4392
Rainey & Randall Wealth Advisors
Florida
$145M +$59.1M +69% 6.08% 52.3% 47 61.7% 0.8
Tuttle Capital Management
4393
Tuttle Capital Management
Connecticut
$145M +$4.85M +3% 0.65% 115% 208 85.58% 0.1
LWMM
4394
Legacy Wealth Management (Mississippi)
Mississippi
$145M +$14.1M +11% 8.91% 105% 103 13.59% 0.6
One Wealth Advisors
4395
One Wealth Advisors
California
$145M +$19.1M +15% 9.86% 66% 104 31.73% 1.1
Juncture Wealth Strategies
4396
Juncture Wealth Strategies
Arizona
$145M +$12.2M +9% 5.4% 76.5% 110 17.27% 2.5
Brick & Kyle Associates
4397
Brick & Kyle Associates
Pennsylvania
$145M +$10.6M +8% 10.6% 116% 63 19.05% 3.6
V Wealth Advisors
4398
V Wealth Advisors
Kansas
$144M -$241M -62% 12.9% 36.9% 372 60.48% 1.5
Harvest Group Wealth Management
4399
Harvest Group Wealth Management
Massachusetts
$144M +$24.6M +21% 7.01% 28.1% 907 14% 1
Stanley Capital Management
4400
Stanley Capital Management
Texas
$144M +$3.25M +2% 5.96% 158% 46 23.91% 2.3