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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)
Ranch Capital Advisors
4526
Ranch Capital Advisors
Florida
$101M -$22.2M -18% 15.8% 99.2% 1,016 12.5% 0.3
Acorn Financial Advisory Services
4527
Acorn Financial Advisory Services
Virginia
$101M -$18.1M -15% 16.8% 108% 177 19.21% 0.2
GA
4528
Greytown Advisors
Florida
$101M -$40M -28% 21% 14.1% 73 13.7% 2.5
Beam Wealth Advisors
4529
Beam Wealth Advisors
Louisiana
$101M -$6.3M -6% 16.8% 69.2% 181 38.67% 0.2
One Wealth Advisors
4530
One Wealth Advisors
California
$101M -$34.5M -25% 22% 74.4% 141 57.45% 1
Point Break Capital Management
4531
Point Break Capital Management
Florida
$101M -$532M -84% 46.7% – 24 50% 0.5
RMSCM
4532
R.M. Sincerbeaux Capital Management
New York
$101M -$28.3M -22% 19% 84.4% 49 10.2% 5.4
TPG Financial Advisors
4533
TPG Financial Advisors
Oregon
$101M -$20.5M -17% 13.6% – 49 14.29% 1.1
ABP
4534
Arthur B. Page
$101M -$23.3M -19% 14.4% 40.4% 61 8.2% 4.9
Centerpoint Advisors
4535
Centerpoint Advisors
Massachusetts
$101M -$35.2M -26% 22.8% 82.6% 302 20.86% 1.8
MHR
4536
Matthew Hamilton Rosenberg
$101M – – 14.8% 52% 328 – 0
Black Swift Group
4537
Black Swift Group
Colorado
$101M +$33.9M +51% 21.7% 145% 105 62.86% 0.5
KLCM
4538
KG&L Capital Management
Louisiana
$101M -$17.5M -15% 19.2% 91.9% 103 25.24% 1
Harborview Advisors
4539
Harborview Advisors
Maine
$100M -$30.1M -23% 19.9% 27.1% 97 22.68% 1.4
Stonebridge Financial Planning Group
4540
Stonebridge Financial Planning Group
Florida
$100M -$10.3M -9% 15.7% 72.4% 434 20.51% 0.2
X-Square Capital
4541
X-Square Capital
Puerto Rico
$100M -$69.6M -41% 33.5% 151% 90 25.56% 1.5
Hillcrest Wealth Advisors
4542
Hillcrest Wealth Advisors
New Jersey
$100M -$19.9M -17% 20.7% 58.7% 44 20.45% 1
WFA
4543
Wade Financial Advisory
California
$100M -$13M -11% 20.4% 15.9% 67 17.91% 0.2
Clarus Wealth Advisors
4544
Clarus Wealth Advisors
Arizona
$100M -$51.3M -34% 14.9% 89.7% 155 35.48% 1.3
Northwest Capital Management
4545
Northwest Capital Management
Oregon
$100M -$9.45M -9% 12.5% 57% 63 23.81% 1.6
Reliant Investment Management
4546
Reliant Investment Management
Tennessee
$100M -$42.1M -30% 17.5% 129% 61 44.26% 2.2
Peachtree Investment Partners
4547
Peachtree Investment Partners
Florida
$100M -$44.9M -31% 14.2% 111% 82 18.29% 0.9
Legacy Advisors
4548
Legacy Advisors
Pennsylvania
$100M -$57.7M -37% 20.1% – 140 37.14% 2.4
Chou Associates Management
4549
Chou Associates Management
Ontario, Canada
$100M -$73.8M -42% 33.7% 70% 19 0% 4.3
Ironwood Investment Management
4550
Ironwood Investment Management
Massachusetts
$100M -$44.9M -31% 24.3% 163% 171 18.71% 4.2