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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)
Private Wealth Advisors (California)
4451
Private Wealth Advisors (California)
California
$356M +$42.6M +14% 3.95% 63.6% 109 29.36% 3.3
Seaside Wealth Management
4452
Seaside Wealth Management
California
$356M +$5.05M +1% 0.13% 58.1% 66 6.06% 2.8
Oak Family Advisors
4453
Oak Family Advisors
Illinois
$355M -$9.01M -2% 0.56% 81.9% 132 28.03% 2.3
Walter & Keenan Wealth Management
4454
Walter & Keenan Wealth Management
Indiana
$355M -$17.9M -5% 2.53% 92% 162 8.02% 5.3
Clean Yield Group
4455
Clean Yield Group
Vermont
$355M -$5.01M -1% 1.5% 80.7% 419 10.5% 5.1
EL
4456
EQ LLC
Washington
$355M +$8.17M +2% 1.67% 80% 79 8.86% 2.6
HC
4457
Headland Capital
South Carolina
$355M -$4.34M -1% 0.76% – 71 18.31% 1
Supplemental Annuity Collective Trust (SACT) of New Jersey
4458
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355M -$32M -8% 1.76% 166% 372 63.71% 4
Libra Wealth
4459
Libra Wealth
California
$355M -$2.6M -0.7% 1.51% 58.2% 69 7.25% 2.9
Windsor Capital Management
4460
Windsor Capital Management
Arizona
$355M -$7.45M -2% 0.55% 49.1% 127 7.87% 6.8
ShankerValleau Wealth Advisors
4461
ShankerValleau Wealth Advisors
Illinois
$355M -$14.2M -4% 2.44% 60.3% 41 4.88% 2.5
Tactive Advisors
4462
Tactive Advisors
Florida
$355M +$13.3M +4% 2.15% – 293 21.5% 1
Avalon Capital Management
4463
Avalon Capital Management
California
$354M -$63.7M -15% 4.48% 163% 151 27.15% 2.1
Courage Miller Partners
4464
Courage Miller Partners
Virginia
$354M +$22.2M +7% 1.16% 43.5% 93 10.75% 7.7
FCA Corp
4465
FCA Corp
Texas
$354M -$172K -0% 1.17% 57.4% 205 11.22% 5.3
Wilson Asset Management
4466
Wilson Asset Management
Australia
$354M -$35.6M -9% 4.85% 58% 48 22.92% 1.3
Strathmore Capital Advisors
4467
Strathmore Capital Advisors
North Carolina
$354M +$48.8M +16% 0.02% – 142 23.24% 0.7
FAP
4468
Financial Advisory Partners
Florida
$354M -$954K -0.3% 0.35% 52.9% 67 2.99% 3.2
Pathway Financial Advisers
4469
Pathway Financial Advisers
Indiana
$354M +$8.6M +2% 3.88% 88.2% 175 13.14% 2.6
Beirne Wealth Consulting Services
4470
Beirne Wealth Consulting Services
Connecticut
$354M +$8.3M +2% 0.9% 81.9% 111 9.91% 3.9
First Washington Corp
4471
First Washington Corp
Washington
$353M -$32.6M -8% 2.56% 142% 59 16.95% 5.1
Greystone Financial Group
4472
Greystone Financial Group
Michigan
$353M -$287M -45% 0.14% 79.3% 100 25% 2.3
O'Brien Greene & Co
4473
O'Brien Greene & Co
Pennsylvania
$353M +$16.5M +5% 10.1% 90.9% 147 17.01% 4.3
BCWM LLC
4474
BCWM LLC
Kansas
$353M +$18.8M +6% 5.26% – 62 17.74% 4.5
BridgePort Financial Solutions
4475
BridgePort Financial Solutions
Iowa
$353M -$19.4M -5% 1.73% – 253 13.83% 0.9