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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)
Bell & Brown Wealth Advisors
4476
Bell & Brown Wealth Advisors
California
$138M +$10.4M +8% 14.1% 125% 71 4.23% 2.1
Briaud Financial Planning
4477
Briaud Financial Planning
Texas
$138M +$7.37M +6% 4.83% 113% 21 28.57% 0.6
FFG
4478
Fortem Financial Group
California
$138M +$8.7M +7% 9.26% 183% 167 37.72% 1
Salem Capital Management
4479
Salem Capital Management
Massachusetts
$138M -$1.49M -1% 7.89% 32.3% 65 12.31% 5.6
NERM
4480
New England Research & Management
Illinois
$138M -$1.65M -1% 8.39% 65% 168 36.9% 2.7
American Trust Investment Advisors
4481
American Trust Investment Advisors
New Hampshire
$138M +$14.5M +12% 11% 91% 72 15.28% 2.4
Institutional Venture Management XIV
4482
Institutional Venture Management XIV
California
$138M -$25.4M -16% 5.49% 18.1% 4 0% 2.1
Seafarer Capital Partners
4483
Seafarer Capital Partners
California
$138M -$5.44M -4% 15.1% 61.3% 5 60% 1.4
1776 Wealth
4484
1776 Wealth
Georgia
$138M -$7.89M -5% 10.9% 90.4% 342 68.42% 0.7
CTC (Chicago Trading Company)
4485
CTC (Chicago Trading Company)
Illinois
$138M +$10.2M +8% 13.1% 192% 70 14.29% 1.7
Compass Financial Group (Florida)
4486
Compass Financial Group (Florida)
Florida
$138M +$18.3M +15% 5.75% 47.5% 26 34.62% 1.8
AllSquare Wealth Management
4487
AllSquare Wealth Management
New York
$138M +$4.85M +4% 5.87% 62.4% 496 7.06% 3
C-J Advisory
4488
C-J Advisory
California
$138M +$5.07M +4% 5.1% 39.2% 31 3.23% 3.4
AW
4489
Alpha Windward
Massachusetts
$137M +$7.15M +5% 8.09% 33.6% 442 16.06% 3
HighVista Strategies
4490
HighVista Strategies
Massachusetts
$137M +$16.5M +14% 18.9% 622% 147 55.1% 0.4
WC
4491
Weil Company
California
$137M +$18.9M +16% 12.7% 71.7% 117 18.8% 1.6
Adalta Capital Management
4492
Adalta Capital Management
New York
$137M +$11.5M +9% 11.1% 80.4% 76 22.37% 2
Detalus Advisors
4493
Detalus Advisors
Missouri
$137M +$7.56M +6% 6.56% 75.7% 95 8.42% 0.7
Kiley Juergens Wealth Management
4494
Kiley Juergens Wealth Management
Washington
$137M +$17.1M +14% 11.5% 106% 49 12.24% 2
Investment Counsel
4495
Investment Counsel
Michigan
$137M +$2.94M +2% 7.47% 50.1% 56 5.36% 4.1
SL
4496
SOF Ltd
Cayman Islands
$137M +$19.9M +17% 17% 42.3% 1 0% 3.8
Murphy Middleton Hinkle & Parker
4497
Murphy Middleton Hinkle & Parker
Georgia
$137M +$1.14M +0.8% 6.69% 66.8% 135 8.89% 2.3
Lincoln Capital Corp
4498
Lincoln Capital Corp
Rhode Island
$137M +$8.89M +7% 8.23% 82% 59 23.73% 1.7
StrongBox Wealth
4499
StrongBox Wealth
Missouri
$137M +$26.8M +24% 5.94% 63.9% 86 12.79% 0.4
S.E.E.D. Planning Group
4500
S.E.E.D. Planning Group
New York
$136M +$8.5M +7% 5.77% 57.3% 60 10% 0.6