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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)
Ayrshire Capital Management
4501
Ayrshire Capital Management
Connecticut
$136M +$16.7M +14% 10.6% 84.8% 63 9.52% 0.7
Kerntke Otto McGlone Wealth Management Group
4502
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$136M +$26.6M +24% 5.12% 64.9% 116 13.79% 0.6
CSA
4503
Cottage Street Advisors
Massachusetts
$136M +$2.99M +2% 9.24% 95.8% 97 16.49% 3.1
MHR
4504
Matthew Hamilton Rosenberg
$136M +$10.6M +8% 6.67% 52% 552 6.16% 0.4
Shayne & Jacobs LLC
4505
Shayne & Jacobs LLC
Tennessee
$136M +$17.5M +15% 14.5% 79.4% 33 12.12% 4
Red Door Wealth Management
4506
Red Door Wealth Management
Tennessee
$136M -$882K -0.6% 10.6% 100% 484 79.13% 0.7
DI
4507
Disciplined Investments
Oklahoma
$136M +$7.08M +6% 5.51% 51.4% 461 17.57% 0.7
Quantamental Technologies
4508
Quantamental Technologies
New York
$135M -$14.3M -10% 4.68% 24.2% 402 71.14% 0.2
Watchman Group
4509
Watchman Group
Texas
$135M +$15M +12% 14.2% 54% 83 15.66% 0.6
Fure Financial Corporation
4510
Fure Financial Corporation
Minnesota
$135M +$10.1M +8% 7.99% 59.5% 84 72.62% 0.2
Chapman Investment Management
4511
Chapman Investment Management
California
$135M +$13.1M +11% 12.4% 57.3% 42 14.29% 0.6
EPG Wealth Management
4512
EPG Wealth Management
Georgia
$135M -$5.72M -4% 9.87% 108% 154 27.27% 0.6
PCM
4513
Perritt Capital Management
Illinois
$135M +$1.48M +1% 8.39% 80.9% 198 15.66% 3.6
CornerStone Partners
4514
CornerStone Partners
Virginia
$135M +$13M +11% 7.19% – 10 10% 0.8
Ironwood Wealth Management (Arizona)
4515
Ironwood Wealth Management (Arizona)
Arizona
$135M $0 0% 5.21% 34.2% 44 0% 2.6
VAM
4516
Velanne Asset Management
United Kingdom
$135M +$3.81M +3% 7.95% 29.6% 20 5% 1.4
Wealth CMT
4517
Wealth CMT
New Jersey
$135M +$5.46M +4% 6.9% 25% 19 0% 0.7
Lagoda Investment Management
4518
Lagoda Investment Management
New York
$135M +$14.7M +12% 14% 250% 33 12.12% 3.6
Leicht Financial Planning & Wealth Management
4519
Leicht Financial Planning & Wealth Management
New Jersey
$135M +$8.74M +7% 5.42% 50.2% 23 26.09% 0.3
J. Arnold Wealth Management
4520
J. Arnold Wealth Management
Ohio
$135M +$15.2M +13% 13% 46.2% 78 33.33% 0.4
Wealth Advisors of Tampa Bay
4521
Wealth Advisors of Tampa Bay
Florida
$135M +$14.7M +12% 5.66% 86.2% 73 8.22% 1.8
Hutner Capital Management
4522
Hutner Capital Management
Vermont
$135M +$16.3M +14% 11.3% 52.2% 44 11.36% 3.1
Brookmont Capital Management
4523
Brookmont Capital Management
Texas
$135M +$9.6M +8% 8.29% 32.2% 51 7.84% 5.5
MS
4524
Madden Securities
Texas
$135M +$22.3M +20% 9.24% 108% 123 29.27% 0.5
SST
4525
S Squared Technology
New York
$135M +$7.23M +6% 24.6% 223% 34 8.82% 2.5