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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)
Trellis Advisors
4476
Trellis Advisors
Washington
$104M -$23.2M -18% 19% 23.3% 59 20.34% 1.6
Leisure Capital Management
4477
Leisure Capital Management
California
$104M -$21.1M -17% 17.8% 111% 129 20.16% 2.8
HIC
4478
Harbor Island Capital
Massachusetts
$104M -$29.8M -22% 21.5% 218% 18 11.11% 1.9
Selway Asset Management
4479
Selway Asset Management
$104M -$41.6M -29% 21.3% 36.5% 77 15.58% 3.6
Baugh & Associates
4480
Baugh & Associates
Georgia
$103M -$33.5M -24% 20.3% 98.8% 42 14.29% 2.1
Leicht Financial Planning & Wealth Management
4481
Leicht Financial Planning & Wealth Management
New Jersey
$103M -$6.41M -6% 8.59% 50.2% 74 41.89% 0.9
SCF Partners
4482
SCF Partners
Texas
$103M -$207M -67% 59.5% 2.1% 4 0% 3.2
Davis Rea
4483
Davis Rea
Ontario, Canada
$103M -$42.9M -29% 20.4% 66.9% 51 23.53% 3.8
Lavaca Capital
4484
Lavaca Capital
Texas
$103M -$26.8M -21% 17.3% 46.5% 108 39.81% 0.9
LFWA
4485
LBJ Family Wealth Advisors
Texas
$103M -$41.2M -29% 22.7% 64.9% 18 0% 5
Monte Financial Group
4486
Monte Financial Group
Connecticut
$103M -$32.5M -24% 22% 66.7% 75 16% 1.7
University of Maryland Foundation
4487
University of Maryland Foundation
Maryland
$103M -$32.8M -24% 14.7% 54.9% 8 12.5% 0.3
Makena Capital Management
4488
Makena Capital Management
California
$103M -$10M -9% 20% 85.5% 51 25.49% 1.4
VeraBank
4489
VeraBank
Texas
$103M -$20.7M -17% 18% 69.5% 106 17.92% 1.1
Eastover Investment Advisors
4490
Eastover Investment Advisors
North Carolina
$103M – – 16.4% 105% 47 – 0
SST
4491
S Squared Technology
New York
$103M -$18.7M -15% 18.7% 223% 38 10.53% 2.4
Mountain Lake Investment Management
4492
Mountain Lake Investment Management
Florida
$103M -$29.4M -22% 37.5% 64% 30 43.33% 1.1
MFA Wealth Advisors
4493
MFA Wealth Advisors
Pennsylvania
$103M -$34.8M -25% 18.3% 68.6% 67 67.16% 0.8
S.E.E.D. Planning Group
4494
S.E.E.D. Planning Group
New York
$103M -$12.1M -10% 14.2% 57.3% 62 37.1% 0.2
DL
4495
DOHJ LLC
Washington
$103M -$9.8M -9% 13.5% 51.5% 68 19.12% 0.2
ValueWorks
4496
ValueWorks
New York
$103M -$57M -36% 23.8% 161% 35 17.14% 2.7
WA
4497
WP Advisors
California
$103M +$6.08M +6% 21.6% 113% 68 35.29% 2.3
Pointe Capital Management
4498
Pointe Capital Management
Michigan
$103M -$16.4M -14% 19.5% 62.6% 143 15.38% 2.7
PBF
4499
Petix & Botte Financial
California
$103M -$24.3M -19% 14% 51.2% 81 14.81% 0.3
HMS Capital Management
4500
HMS Capital Management
Tennessee
$103M -$135M -57% 10.3% 140% 174 56.9% 1.8