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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)
Ceeto Capital Group
4401
Ceeto Capital Group
Florida
$205M +$6.55M +3% 3.61% 94.4% 147 10.88% 2.4
Liberty Wealth Management
4402
Liberty Wealth Management
California
$205M +$429K +0.2% 3.15% 64.2% 1,072 5.6% 1.5
PP
4403
Professional Planning
California
$205M -$42.8M -17% 0.65% 99.9% 145 27.59% 0.7
Falcon Wealth Planning
4404
Falcon Wealth Planning
California
$205M +$26.3M +15% 5.37% 56.4% 56 8.93% 0.2
Blue Water Life Science Advisors
4405
Blue Water Life Science Advisors
California
$205M +$34.3M +20% 39.6% 503% 26 26.92% 0.2
WealthBridge Investment Counsel
4406
WealthBridge Investment Counsel
Alberta, Canada
$205M +$13.4M +7% 8.06% 106% 35 2.86% 1.2
Reliant Investment Management
4407
Reliant Investment Management
Tennessee
$204M +$17.4M +9% 5.69% 129% 70 31.43% 1.7
AIA
4408
AIMZ Investment Advisors
California
$204M +$13.4M +7% 6.86% 81.3% 111 4.5% 4.6
AAG
4409
Avalon Advisory Group
Pennsylvania
$204M +$3.89M +2% 1.49% 46% 10 0% 1.2
PRW Wealth Management
4410
PRW Wealth Management
Massachusetts
$204M +$26.3M +15% 10.2% 42.3% 102 20.59% 1.1
Bryn Mawr Capital Management
4411
Bryn Mawr Capital Management
Pennsylvania
$204M +$1.62M +0.8% 7.78% 81.3% 105 20.95% 2.4
Deseret Mutual Benefit Administrators
4412
Deseret Mutual Benefit Administrators
Utah
$204M +$32.2M +19% 3.04% 81.9% 4 0% 0.8
Axiom Financial Strategies
4413
Axiom Financial Strategies
Indiana
$204M +$37.1M +22% 6.27% 54.5% 87 27.59% 0.8
AICPI
4414
ABG Innovation Capital Partners III
Hong Kong
$204M +$33.7M +20% 5.97% 5.56% 8 25% 0.2
Droms Strauss Advisors
4415
Droms Strauss Advisors
Missouri
$204M +$30.9M +18% 6.85% 74.5% 50 20% 1.4
Acima Private Wealth
4416
Acima Private Wealth
Virginia
$203M +$10.4M +5% 3.81% 51.1% 240 3.75% 1.9
Providence First Trust
4417
Providence First Trust
Arizona
$203M +$5.34M +3% 2.94% 68.4% 96 26.04% 1.5
Arjuna Capital
4418
Arjuna Capital
North Carolina
$203M +$22.7M +13% 8.54% 118% 109 22.02% 1.6
LA
4419
LFL Advisers
Illinois
$203M -$5.85M -3% 12.4% 83% 12 8.33% 2.8
Insight Wealth Partners
4420
Insight Wealth Partners
Texas
$203M +$39.7M +24% 1.05% 56.2% 61 26.23% 0.8
Founders Financial Alliance
4421
Founders Financial Alliance
North Carolina
$203M +$26.2M +15% 7.06% 95.7% 492 21.75% 0.4
Ogorek Anthony Joseph
4422
Ogorek Anthony Joseph
New York
$203M +$16.3M +9% 3.61% 61.1% 216 20.83% 2.3
Investment Security Group
4423
Investment Security Group
Colorado
$203M +$11.6M +6% 6.61% – 14 21.43% 0.7
Excalibur Management
4424
Excalibur Management
Massachusetts
$203M +$16.6M +9% 6.26% 93% 161 14.29% 2.8
Old Well Partners
4425
Old Well Partners
North Carolina
$203M +$8.61M +4% 18.1% 97.8% 57 47.37% 0.4