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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)
Stableford Capital II
4476
Stableford Capital II
Arizona
$198M +$27.6M +16% 5.57% 66.9% 127 25.98% 0.9
Oxler Private Wealth
4477
Oxler Private Wealth
New York
$197M +$20M +11% 3.56% 119% 227 51.98% 0.2
GAMC
4478
Garner Asset Management Corp
Texas
$197M +$14.8M +8% 9.37% 103% 165 6.06% 2.8
Claro Advisors
4479
Claro Advisors
Massachusetts
$197M +$9.26M +5% 4.72% 98.8% 233 16.31% 1.4
BIA
4480
Bigelow Investment Advisors
Maine
$197M +$8.58M +5% 2.92% 75.7% 142 5.63% 2.5
Bridgewater Advisors
4481
Bridgewater Advisors
New York
$197M – – 5.8% 61% 156 – 2.2
Daily Journal Corp
4482
Daily Journal Corp
California
$197M +$72.2M +58% 22.1% 109% 5 20% 5.8
PAM
4483
Pegasus Asset Management
New York
$197M +$14.6M +8% 5.46% 101% 73 2.74% 2.6
MBM Wealth Consultants
4484
MBM Wealth Consultants
Missouri
$197M +$13.3M +7% 4.5% 57.1% 270 15.56% 1.6
TF
4485
TRH Financial
Iowa
$197M +$22.9M +13% 5.83% – 78 7.69% 1
TS Financial Group (TSFG)
4486
TS Financial Group (TSFG)
Illinois
$197M +$9.5M +5% 4.64% 81% 957 24.14% 1.6
Omega Financial Group
4487
Omega Financial Group
California
$197M +$11.5M +6% 5.06% 47% 64 7.81% 1.7
Brand Asset Management Group
4488
Brand Asset Management Group
Missouri
$197M +$18.7M +11% 5.83% 70.2% 289 19.38% 1.9
Sanchez Wealth Management Group
4489
Sanchez Wealth Management Group
Florida
$197M +$10.5M +6% 4.8% 61.1% 31 12.9% 1.6
Peregrine Asset Advisers
4490
Peregrine Asset Advisers
Oregon
$196M -$17.4M -8% 6.71% 189% 160 50.63% 2
SLA
4491
Silver Lake Advisory
Utah
$196M +$13.8M +8% 9.81% 76.7% 99 6.06% 3.9
Abacus FCF Advisors
4492
Abacus FCF Advisors
Florida
$196M +$24.8M +14% 7.29% 197% 183 70.49% 0.7
Lexington Partners
4493
Lexington Partners
New York
$196M +$12.8M +7% 8.26% 24.5% 6 50% 1
Astoria Strategic Wealth
4494
Astoria Strategic Wealth
Texas
$196M +$9.19M +5% 2.72% 42.1% 30 6.67% 1.1
Red Door Wealth Management
4495
Red Door Wealth Management
Tennessee
$196M +$26.5M +16% 5.79% 100% 118 10.17% 1
Gill Capital Partners
4496
Gill Capital Partners
Colorado
$196M +$28.4M +17% 3.66% 59% 116 11.21% 1.4
Chartist Inc
4497
Chartist Inc
California
$196M +$4.48M +2% 4.13% – 28 14.29% 4.2
AWAM
4498
Appian Way Asset Management
New York
$196M -$8.32M -4% 12.5% 49.4% 85 80% 0.2
Shelter Insurance Retirement Plan
4499
Shelter Insurance Retirement Plan
Missouri
$196M -$3.46M -2% 1.38% 60.5% 8 0% 1.1
Lowell Blake & Associates
4500
Lowell Blake & Associates
Massachusetts
$195M +$60.3M +45% 2.58% 44.2% 46 10.87% 1