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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)
VisionPoint Advisory Group
4451
VisionPoint Advisory Group
Texas
$292M -$707K -0.2% 1.11% 79.3% 326 46.63% 1.8
Pathway Financial Advisers
4452
Pathway Financial Advisers
Indiana
$292M -$6.79M -2% 2.93% 88.2% 438 64.84% 2.1
Quattro Financial Advisors
4453
Quattro Financial Advisors
Texas
$292M -$95.1M -25% 3.14% 77.6% 99 28.28% 1.7
Post Oak Energy Holdings
4454
Post Oak Energy Holdings
Texas
$292M -$11.2M -4% 3.69% 64.6% 1 0% 2.3
HT Partners
4455
HT Partners
Connecticut
$291M -$2.54M -0.9% 1.45% 71.1% 51 3.92% 5.7
Graybill Wealth Management
4456
Graybill Wealth Management
Illinois
$291M – – 1.67% – 190 – 1.9
BOS Asset Management
4457
BOS Asset Management
Illinois
$291M +$12.2M +4% 0.11% 70.3% 169 8.28% 1.6
Family Legacy Inc
4458
Family Legacy Inc
South Carolina
$291M -$3.75M -1% 1.22% 89% 124 5.65% 5.4
Droms Strauss Advisors
4459
Droms Strauss Advisors
Missouri
$291M -$15M -5% 4.11% 74.5% 73 13.7% 3.5
PHC
4460
Palidye Holdings (Caymans)
Cayman Islands
$291M -$2.8M -1% 14.8% – 4 100% 0
Silverleafe Capital Partners
4461
Silverleafe Capital Partners
Tennessee
$291M -$24.1M -8% 1.02% 87.7% 114 34.21% 2.2
Argonautica Private Wealth Management
4462
Argonautica Private Wealth Management
Massachusetts
$291M -$18.7M -6% 3.84% 167% 208 21.63% 1.6
Vert Asset Management
4463
Vert Asset Management
California
$291M -$1.18M -0.4% 0.2% 43.1% 46 8.7% 2.6
BWM
4464
Brown Wealth Management
Illinois
$291M +$8.69M +3% 1.1% 51.2% 97 16.49% 1.2
Morling Financial Advisors
4465
Morling Financial Advisors
California
$291M +$3.75M +1% 2.91% 97.6% 141 28.37% 1.8
Ceera Investments
4466
Ceera Investments
Texas
$290M -$945K -0.3% 4.55% 56.1% 107 14.02% 2.1
Provident Wealth Management
4467
Provident Wealth Management
Tennessee
$290M -$9.5M -3% 3.46% 61.1% 142 16.2% 2.2
True Wind Capital Management
4468
True Wind Capital Management
California
$290M -$60.3M -17% 14.8% 59.6% 2 0% 3.3
Solus Alternative Asset Management
4469
Solus Alternative Asset Management
New Jersey
$290M -$23.9M -8% 1.32% 79.3% 10 10% 3.1
Socorro Asset Management
4470
Socorro Asset Management
Texas
$290M +$34.1M +13% 0.21% 43.8% 33 3.03% 2.8
Trust Company of Oklahoma
4471
Trust Company of Oklahoma
Oklahoma
$290M -$23.2M -7% 3.56% 101% 141 18.44% 5.8
Rench Wealth Management
4472
Rench Wealth Management
Texas
$290M -$3.56M -1% 0.26% 106% 51 3.92% 5.7
Nixon Capital
4473
Nixon Capital
Texas
$290M -$33M -10% 4.53% 118% 32 34.38% 1.5
KM
4474
KP Management
Minnesota
$289M -$29.8M -9% 4.78% – 91 32.97% 0.9
Greenlea Lane Capital Management
4475
Greenlea Lane Capital Management
Connecticut
$289M -$42.2M -13% 6.12% 99.7% 8 0% 3.8