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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)
Sound Financial Strategies Group
4501
Sound Financial Strategies Group
Mississippi
$195M +$12.3M +7% 3.6% 27.1% 101 37.62% 0.4
Nikulski Financial
4502
Nikulski Financial
Iowa
$195M +$12.7M +7% 5.76% 107% 126 15.87% 1.8
Wealth Alliance Advisory Group
4503
Wealth Alliance Advisory Group
Kansas
$195M +$10.1M +5% 8.37% 72.7% 161 11.18% 2
Madrona Financial Services
4504
Madrona Financial Services
Washington
$195M +$15.8M +9% 3.21% 85.1% 61 14.75% 2.3
ICICI Prudential Asset Management
4505
ICICI Prudential Asset Management
India
$195M +$47.8M +33% 8.94% 79.3% 51 23.53% 1.5
BigSur Wealth Management
4506
BigSur Wealth Management
Florida
$195M +$17.8M +10% 8.61% 94.8% 133 20.3% 2.2
SM
4507
Salzhauer Michael
$195M +$54.3M +39% 26.6% 98% 124 21.77% 2.7
Eads & Heald Wealth Management
4508
Eads & Heald Wealth Management
Georgia
$195M +$9.09M +5% 5.12% 93.3% 138 5.07% 5.3
Prentiss Smith & Co
4509
Prentiss Smith & Co
Vermont
$195M -$15M -7% 6.96% 67.4% 80 11.25% 4
Richmond Hill Investments
4510
Richmond Hill Investments
New York
$194M +$10M +5% 6.32% 55.2% 8 12.5% 3
Gibraltar Capital Management
4511
Gibraltar Capital Management
Oklahoma
$194M +$26.5M +16% 14.7% 65% 73 28.77% 1.9
Soditic Asset Management
4512
Soditic Asset Management
United Kingdom
$194M +$94.1M +94% 5.78% 23.4% 21 28.57% 0.2
Stolper & Co
4513
Stolper & Co
Oklahoma
$194M +$15.9M +9% 11.2% 77.1% 93 12.9% 0.9
CLCM
4514
Crawford Lake Capital Management
New Jersey
$194M -$302M -61% 16.1% 571% 95 96.84% 0
TFG Advisers
4515
TFG Advisers
Michigan
$194M +$3.13M +2% 4.57% 61.8% 194 7.73% 1.7
KCS Wealth Advisory
4516
KCS Wealth Advisory
California
$194M +$42.3M +28% 6.41% 45.3% 153 6.54% 2.2
Sourcerock Group
4517
Sourcerock Group
Colorado
$194M +$53.5M +38% 61.2% 59.1% 23 78.26% 0.1
Kadensa Capital
4518
Kadensa Capital
Hong Kong
$194M -$62.9M -25% 21.8% 191% 21 76.19% 0.3
Phoenician Capital
4519
Phoenician Capital
New York
$193M +$14.5M +8% 7.07% 41.1% 17 35.29% 1
Geneva Partners
4520
Geneva Partners
Wisconsin
$193M +$4.12M +2% 7.89% 417% 109 44.04% 1.5
ACM
4521
Asymmetry Capital Management
California
$193M -$26M -12% 9.67% 300% 46 65.22% 0.3
TMC
4522
Trellus Management Company
Florida
$193M +$71.9M +59% 8.21% 268% 83 60.24% 1.3
Polunin Capital Partners
4523
Polunin Capital Partners
United Kingdom
$193M -$63.2M -25% 1.03% 268% 14 28.57% 1.7
Financial Strategies Group
4524
Financial Strategies Group
Michigan
$193M +$13.7M +8% 4.12% 44.9% 77 20.78% 0.8
Financial Management Network
4525
Financial Management Network
California
$193M +$30.5M +19% 5.41% 62.5% 130 19.23% 0.2