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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)
SFA
4451
Spectrum Financial Alliance
Kentucky
$200M +$23.8M +14% 14.3% 187% 15 26.67% 1.8
Onyx Bridge Wealth Group
4452
Onyx Bridge Wealth Group
New York
$200M +$47.1M +31% 3.43% 74.6% 117 36.75% 0.2
Deep Field Asset Management
4453
Deep Field Asset Management
California
$200M +$7.96M +4% 8.18% 20.1% 34 47.06% 0.8
Nixon Capital
4454
Nixon Capital
Texas
$200M +$50.8M +34% 18% 118% 40 52.5% 0.2
Institutional Venture Management XV
4455
Institutional Venture Management XV
California
$199M -$11.2M -5% 13.4% 116% 6 33.33% 0.8
AJO LP
4456
AJO LP
Pennsylvania
$199M -$766M -79% 33.7% 102% 271 85.98% 1.2
Kercheville Advisors
4457
Kercheville Advisors
Texas
$199M +$15.7M +9% 9.64% 261% 124 18.55% 0.2
PCMK
4458
Paragon Capital Management (Kansas)
Kansas
$199M +$14M +8% 6.72% 87.5% 68 14.71% 3.9
Smith & Howard Wealth Management
4459
Smith & Howard Wealth Management
Georgia
$199M +$11.6M +6% 3.99% 43.8% 68 13.24% 3.1
Mountain Capital Investment Advisors
4460
Mountain Capital Investment Advisors
Colorado
$199M +$33.5M +20% 4.77% 70.1% 155 20% 0.6
Lowe Wealth Advisors
4461
Lowe Wealth Advisors
Maryland
$199M +$1.98M +1% 2.48% 63.3% 302 9.93% 3.8
Waterfront Wealth
4462
Waterfront Wealth
Kansas
$199M +$57.7M +41% 10.9% 77.2% 184 26.63% 0.2
Bickling Financial Services
4463
Bickling Financial Services
Massachusetts
$199M +$36.5M +23% 3.91% – 116 20.69% 0.2
Biechele Royce Advisors
4464
Biechele Royce Advisors
Indiana
$199M +$21.3M +12% 18.2% 39.2% 45 6.67% 2.5
FBT
4465
First Bank & Trust
South Dakota
$199M +$40.7M +26% 8.52% 85.6% 432 8.33% 2.5
Stone House Investment Management
4466
Stone House Investment Management
Pennsylvania
$199M -$52K -0% 1.42% 57.9% 36 2.78% 1.5
Cardinal Point Wealth Management
4467
Cardinal Point Wealth Management
California
$198M +$1.66M +0.8% 1.11% – 40 25% 0.2
BM
4468
Bislett Management
California
$198M +$20M +11% 10.7% 19.8% 16 6.25% 5.2
Foresite Capital Management I
4469
Foresite Capital Management I
California
$198M +$8.18M +4% 29% 40.7% 4 0% 2.4
GCM
4470
Gabalex Capital Management
New York
$198M +$13.4M +7% 4.32% 24.9% 24 12.5% 3.3
Stamos Capital Partners
4471
Stamos Capital Partners
California
$198M -$36.4M -16% 14% 36.7% 54 14.81% 1
VST
4472
Van Strum & Towne
California
$198M +$18.2M +10% 9.17% 72.3% 102 15.69% 3.6
AIP
4473
Ahrens Investment Partners
Louisiana
$198M +$11.4M +6% 6.09% 82.3% 237 31.65% 1.7
Jupiter Wealth Management
4474
Jupiter Wealth Management
Colorado
$198M +$34.7M +21% 7.12% 99.2% 91 27.47% 1
Athyrium Capital Management
4475
Athyrium Capital Management
New York
$198M -$9.8M -5% 7.32% 25.1% 3 33.33% 0.2