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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)
Davis Rea
4526
Davis Rea
Ontario, Canada
$178M +$28.9M +19% 14.4% 66.9% 59 10.17% 3.5
Brand Asset Management Group
4527
Brand Asset Management Group
Missouri
$178M +$18.2M +11% 15.9% 77.3% 263 13.31% 2
PRW Wealth Management
4528
PRW Wealth Management
Massachusetts
$178M +$38M +27% 16.4% 42.3% 94 18.09% 0.9
TCM
4529
TORQ Capital Management
Hong Kong
$178M – – 52.5% – 6 – 0
Davidson Capital Management
4530
Davidson Capital Management
Texas
$178M +$20.1M +13% 10.3% 79.4% 66 3.03% 0.8
Keeler Thomas Management
4531
Keeler Thomas Management
Utah
$178M +$19M +12% 10.4% 52.1% 74 18.92% 1.8
Rench Wealth Management
4532
Rench Wealth Management
Texas
$178M +$20.4M +13% 10.7% 121% 40 7.5% 5.2
Oxler Private Wealth
4533
Oxler Private Wealth
New York
$177M – – 10.7% 119% 221 – 0
ECM
4534
EII Capital Management
New York
$177M +$20.1M +13% 13.1% 46.9% 185 8.65% 2.9
Biechele Royce Advisors
4535
Biechele Royce Advisors
Indiana
$177M +$18.4M +12% 20.7% 39.2% 45 6.67% 2.3
Landmark Financial Advisors
4536
Landmark Financial Advisors
Kentucky
$177M +$19.5M +12% 12.4% 11.8% 69 13.04% 3.8
Graybill Wealth Management
4537
Graybill Wealth Management
Illinois
$177M +$23.7M +15% 17.1% – 55 9.09% 3.8
Stonehearth Capital Management
4538
Stonehearth Capital Management
Massachusetts
$177M +$26.4M +18% 11.6% 87.5% 62 19.35% 2.2
Sharp Capital Gestora de Recursos
4539
Sharp Capital Gestora de Recursos
Brazil
$177M – – 30.4% 61.4% 5 – 0
BigSur Wealth Management
4540
BigSur Wealth Management
Florida
$177M +$20.1M +13% 15.4% 94.8% 110 5.45% 2.4
Rings Capital Management
4541
Rings Capital Management
Illinois
$177M -$9.5M -5% 2.64% 40.9% 8 0% 1.3
Founders Financial Alliance
4542
Founders Financial Alliance
North Carolina
$177M +$9.47M +6% 14.2% 95.7% 1,449 72.74% 0.2
Teza Capital Management
4543
Teza Capital Management
Illinois
$177M +$5.82M +3% 17.5% 133% 494 75.1% 0.2
HBL
4544
Higo Bank, Ltd.
$177M – – 7.65% 155% 31 – 0
LCNB Corp
4545
LCNB Corp
Ohio
$176M +$23.5M +15% 12.8% 83.1% 151 9.27% 2.7
CastleArk Alternatives
4546
CastleArk Alternatives
Illinois
$176M +$75.6M +75% 42.4% – 58 32.76% 0.9
Madison International Realty Holdings
4547
Madison International Realty Holdings
New York
$176M +$8.15M +5% 17% – 8 12.5% 2.2
SFA
4548
Spectrum Financial Alliance
Kentucky
$176M +$30.3M +21% 29.7% 187% 15 6.67% 1.4
Reston Wealth Management
4549
Reston Wealth Management
Virginia
$176M +$20.5M +13% 10.7% 66.4% 49 20.41% 1.3
FP
4550
Financial Perspectives
Minnesota
$176M +$24M +16% 13.1% 104% 608 9.87% 0.8