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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)
DigitalBridge Group
4526
DigitalBridge Group
Florida
$135M +$39.5M +42% 1.18% 161% 38 31.58% 0.4
TLW Wealth Management
4527
TLW Wealth Management
Florida
$134M +$18.6M +16% 17.7% 98.3% 19 0% 1.4
AFC
4528
AFT Forsyth & Company
Florida
$134M +$15.8M +13% 10.9% 135% 131 6.87% 4.7
Foresite Capital Management III
4529
Foresite Capital Management III
California
$134M +$21.8M +19% 33.3% 444% 12 50% 1.4
Newport Wealth Strategies
4530
Newport Wealth Strategies
California
$134M +$24.7M +23% 9.15% 51.5% 96 17.71% 1.6
Consolidated Planning Corp
4531
Consolidated Planning Corp
Georgia
$134M +$32.3M +32% 7.96% 84.6% 46 10.87% 0.6
Campbell & Co Investment Adviser
4532
Campbell & Co Investment Adviser
Maryland
$134M +$55.2M +70% 5.84% 31% 516 76.16% 0.1
Diametric Capital
4533
Diametric Capital
Massachusetts
$134M +$4.93M +4% 18.7% 175% 234 82.05% 0.3
American Securities
4534
American Securities
New York
$134M -$31.2M -19% 18.9% – 1 0% 3.8
SWM
4535
Strategic Wealth Management
Washington
$134M +$25.9M +24% 7.64% 52.8% 74 28.38% 0.4
Sterling Investment Management
4536
Sterling Investment Management
Arizona
$134M +$4.56M +4% 6.23% 45.3% 65 15.38% 3.1
Wambolt & Associates
4537
Wambolt & Associates
Colorado
$134M +$6.57M +5% 8.35% 62.2% 189 10.58% 1.3
Investors Financial Group
4538
Investors Financial Group
Minnesota
$134M +$12.2M +10% 8.15% – 165 13.94% 0.6
Searcy Financial Services
4539
Searcy Financial Services
Kansas
$134M +$13.7M +11% 7.62% 60.2% 19 26.32% 0.9
CWAG
4540
Compton Wealth Advisory Group
Virginia
$134M +$39.8M +42% 8.34% 76.1% 64 7.81% 1.4
Leisure Capital Management
4541
Leisure Capital Management
California
$134M +$9.8M +8% 10.1% 111% 127 11.81% 3
Sculati Wealth Management
4542
Sculati Wealth Management
Michigan
$134M +$15M +13% 8.83% 80.3% 107 4.67% 0.6
1492 Capital Management
4543
1492 Capital Management
Wisconsin
$134M +$16.8M +14% 24% 332% 107 33.64% 1.3
SYM Financial Corp
4544
SYM Financial Corp
Indiana
$134M +$9.6M +8% 8.53% 64.3% 92 40.22% 1.3
Piper Sandler & Co
4545
Piper Sandler & Co
Minnesota
$134M +$26.4M +25% 0.72% 0.05% 31 48.39% 0.2
ICW Investment Advisors
4546
ICW Investment Advisors
Arizona
$134M +$10.6M +9% 8.35% 58.6% 124 0% 0.7
KFA Private Wealth Group
4547
KFA Private Wealth Group
Virginia
$133M +$29.4M +28% 6.25% 62.8% 66 25.76% 0.5
GII
4548
Gryphon International Investment
Ontario, Canada
$133M -$22.4M -14% 0% 5.67% 21 4.76% 3
CC
4549
Claybrook Capital
Massachusetts
$133M +$16.4M +14% 4.78% 7.15% 96 16.67% 1.3
Game Creek Capital
4550
Game Creek Capital
Massachusetts
$133M +$11M +9% 1.75% 176% 67 41.79% 1.3