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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)
Colton Groome Financial Advisors
4451
Colton Groome Financial Advisors
North Carolina
$246M +$16.2M +7% 6.25% 65.8% 112 12.5% 1.2
Compton Financial Group
4452
Compton Financial Group
Maryland
$246M +$11.3M +5% 3.9% 37.7% 33 24.24% 0.8
FPOC
4453
Financial Planners of Cleveland
Ohio
$246M – – 6.86% – 87 – 0
Peregrine Asset Advisers
4454
Peregrine Asset Advisers
Oregon
$246M +$50M +26% 10.4% 189% 160 41.88% 2
GAMC
4455
Garner Asset Management Corp
Texas
$246M +$24.5M +11% 6.89% 103% 176 4.55% 3.3
PA
4456
PSI Advisors
Florida
$246M +$28.1M +13% 9.08% 58.2% 833 16.09% 0.4
Trustees of The University of Pennsylvania
4457
Trustees of The University of Pennsylvania
Pennsylvania
$246M – – 4.46% – 5 – 0
USAdvisors Wealth Management
4458
USAdvisors Wealth Management
Minnesota
$246M +$14.7M +6% 4.94% 59.6% 136 21.32% 1.1
Fluent Financial
4459
Fluent Financial
Texas
$246M +$11.1M +5% 7.31% 46.9% 66 19.7% 1.2
ST
4460
SAL Trading
Pennsylvania
$246M – – 11.5% 18.9% 31 – 0
KSCM
4461
Key Square Capital Management
Connecticut
$245M -$26.5M -10% 0.1% 50.2% 33 63.64% 0.3
Neumann Capital Management
4462
Neumann Capital Management
California
$245M +$22.7M +10% 8.92% 89.9% 92 7.61% 5
Delta Financial Advisors
4463
Delta Financial Advisors
Louisiana
$245M +$20.8M +9% 10.7% 107% 119 2.52% 2.1
CP
4464
CPV Partners
Connecticut
$245M +$45.2M +23% 11.2% 105% 6 33.33% 1.1
MPS Loria Financial Planners
4465
MPS Loria Financial Planners
Illinois
$245M +$27M +12% 12.6% 80% 84 9.52% 3.1
Bank OZK
4466
Bank OZK
Arkansas
$245M +$24.5M +11% 11.5% 112% 130 6.15% 5.2
Castle Rock Wealth Management
4467
Castle Rock Wealth Management
California
$245M -$46.9M -16% 9.45% 115% 280 21.43% 1.2
Financial Strategies Group
4468
Financial Strategies Group
Michigan
$245M +$21.4M +10% 3.93% 44.9% 79 10.13% 1.4
Topel & Distasi Wealth Management
4469
Topel & Distasi Wealth Management
California
$245M – – 3.64% 43.6% 74 – 0
RDA Financial Network
4470
RDA Financial Network
Iowa
$245M +$18.1M +8% 8.19% 93.4% 233 14.16% 2
Holowesko Partners
4471
Holowesko Partners
Bahamas
$245M -$23.8M -9% 7.79% 51.1% 32 12.5% 2.8
Ten Capital Wealth Advisors
4472
Ten Capital Wealth Advisors
Washington
$245M +$31.2M +15% 5.95% 25% 536 26.31% 0.7
Selective Wealth Management
4473
Selective Wealth Management
Virginia
$245M +$56.3M +30% 2.55% 74.4% 708 18.93% 1
All Terrain Financial Advisors
4474
All Terrain Financial Advisors
Minnesota
$245M +$16.2M +7% 10.9% 71.1% 89 10.11% 2.5
Financial & Tax Architects
4475
Financial & Tax Architects
Missouri
$245M +$25.6M +12% 7.21% 50.2% 107 22.43% 0.6