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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)
USAdvisors Wealth Management
4376
USAdvisors Wealth Management
Minnesota
$207M -$1.39M -0.7% 2.87% 59.6% 112 31.25% 0.9
HF
4377
Halpern Financial
Virginia
$207M +$14.3M +7% 6.4% 26.3% 284 40.49% 0.7
VR Advisory Services
4378
VR Advisory Services
Cayman Islands
$207M +$97M +89% 6.55% 89.7% 57 73.68% 0.8
Front Row Advisors
4379
Front Row Advisors
California
$206M +$11.3M +6% 5.24% 142% 991 10.29% 2.3
Pinnacle Bancorp
4380
Pinnacle Bancorp
Nebraska
$206M +$44M +27% 7.5% 72.9% 767 19.69% 2.6
Shaker Investments
4381
Shaker Investments
Ohio
$206M +$7.64M +4% 12.5% 216% 95 10.53% 2.2
Worth Venture Partners
4382
Worth Venture Partners
New Jersey
$206M +$80M +63% 13% 105% 148 52.7% 0.5
MFA Wealth Advisors
4383
MFA Wealth Advisors
Pennsylvania
$206M +$93.9M +84% 7.5% 68.6% 61 34.43% 0.9
IDG-Accel China Capital GP II Associates
4384
IDG-Accel China Capital GP II Associates
Hong Kong
$206M -$27.6M -12% 9.61% – 3 33.33% 0.3
Hamilton Wealth
4385
Hamilton Wealth
California
$206M +$10.8M +6% 4.62% 108% 69 46.38% 0.9
Wills Financial Group
4386
Wills Financial Group
Virginia
$206M +$5.23M +3% 1.47% 57.5% 58 6.9% 3.9
IBOK
4387
Independence Bank of Kentucky
Kentucky
$206M +$12.9M +7% 5.67% 94.3% 392 6.38% 2.4
XTX Topco
4388
XTX Topco
Cayman Islands
$206M – – 7.72% 87.3% 659 – 0
IP
4389
Investment Partners
Ohio
$206M +$17.7M +9% 5.16% 83.2% 163 15.34% 2.9
Golden Gate Private Equity
4390
Golden Gate Private Equity
California
$206M -$43.3M -17% 29.9% 8.72% 14 35.71% 1
MM
4391
MWG Management
British Virgin Islands
$206M +$206M +130,383% 5.6% 59.2% 2 0% 0.3
MONECO Advisors
4392
MONECO Advisors
Connecticut
$206M +$24.5M +14% 4.85% 77.7% 226 20.35% 1.1
EPG Wealth Management
4393
EPG Wealth Management
Georgia
$206M +$39.1M +23% 5.36% 108% 194 22.68% 0.7
Aull & Monroe Investment Management
4394
Aull & Monroe Investment Management
Alabama
$205M +$17.7M +9% 11.3% 98.3% 134 5.22% 5.5
FC Advisory
4395
FC Advisory
Pennsylvania
$205M +$5.5M +3% 2.64% 46.6% 63 0% 3.7
Tower House Partners
4396
Tower House Partners
United Kingdom
$205M +$400K +0.2% 1.48% 21.4% 6 16.67% 1
FC
4397
Full18 Capital
Connecticut
$205M -$22.7M -10% 10.1% – 119 49.58% 0.2
Nellore Capital Management
4398
Nellore Capital Management
California
$205M +$88.1M +75% 0.33% 73.8% 31 29.03% 0.2
Tillar-Wenstrup Advisors
4399
Tillar-Wenstrup Advisors
Ohio
$205M +$11.9M +6% 6.56% 27.4% 37 13.51% 1.5
Collective Family Office
4400
Collective Family Office
Pennsylvania
$205M +$25M +14% 6.39% 52.5% 176 20.45% 0.2