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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)
MCM
4551
McMillion Capital Management
North Carolina
$133M -$18.9M -12% 11% 59.3% 72 5.56% 4.4
Strategic Wealth Investment Group
4552
Strategic Wealth Investment Group
Kentucky
$133M +$30.9M +30% 8.52% – 89 12.36% 0.4
Centric Wealth Management
4553
Centric Wealth Management
Illinois
$133M -$58.1M -30% 22% 44.4% 169 47.34% 0.9
Centerpoint Advisors
4554
Centerpoint Advisors
Massachusetts
$133M +$9.24M +7% 7.42% 82.6% 290 20.69% 2.1
EPIQ Partners
4555
EPIQ Partners
Minnesota
$133M +$23.2M +21% 6.87% 49.6% 77 19.48% 0.6
SCF Partners
4556
SCF Partners
Texas
$133M -$28.7M -18% 15.9% 2.1% 4 0% 3.7
OmniStar Financial Group
4557
OmniStar Financial Group
North Carolina
$133M +$11.6M +10% 7.2% 75.6% 126 20.63% 1.6
USA Financial Formulas
4558
USA Financial Formulas
Michigan
$133M -$2.04M -2% 13.2% 104% 375 40.27% 0.5
Sturgeon Ventures
4559
Sturgeon Ventures
United Kingdom
$132M +$9.8M +8% 14.1% 85.9% 41 12.2% 1.1
Rainwater Charitable Foundation
4560
Rainwater Charitable Foundation
Texas
$132M -$14.4M -10% 8.32% 44% 4 25% 1
Monte Financial Group
4561
Monte Financial Group
Connecticut
$132M +$5.85M +5% 8.67% 66.7% 58 1.72% 2.1
Caprin Asset Management
4562
Caprin Asset Management
Virginia
$132M +$2.57M +2% 0.33% 7.87% 20 5% 3.6
LFWA
4563
LBJ Family Wealth Advisors
Texas
$132M +$7.56M +6% 6.55% 64.9% 19 0% 5.2
Pecaut & Co
4564
Pecaut & Co
Iowa
$132M +$4.26M +3% 13.8% 62.8% 66 16.67% 3.4
AA
4565
Alta Advisers
United Kingdom
$132M +$4.08M +3% 3.67% 129% 4 0% 3
Landaas & Company
4566
Landaas & Company
Wisconsin
$132M +$6.01M +5% 7.66% 68.3% 57 7.02% 2.4
Resource Planning Group
4567
Resource Planning Group
Georgia
$132M -$1.92M -1% 4.32% 1.9% 61 11.48% 1.4
One Advisory Partners
4568
One Advisory Partners
Kansas
$132M +$7.79M +6% 5.52% 58.3% 28 17.86% 0.2
Eastover Investment Advisors
4569
Eastover Investment Advisors
North Carolina
$132M +$10.6M +9% 8.14% 105% 49 8.16% 0.5
Manchester Financial
4570
Manchester Financial
California
$132M +$8.46M +7% 12.7% 73% 632 18.2% 0.7
Verity Asset Management
4571
Verity Asset Management
North Carolina
$131M +$22.9M +21% 5.51% 87% 153 24.84% 1.5
Fullen Financial Group
4572
Fullen Financial Group
Ohio
$131M +$10.7M +9% 4.44% 28.4% 55 7.27% 0.2
PP
4573
Professional Planning
California
$131M -$56.3M -30% 12.9% 99.9% 116 70.69% 1.8
Demars Financial Group
4574
Demars Financial Group
Washington
$131M +$10.7M +9% 8.65% 69.1% 64 7.81% 0.5
Equitec Proprietary Markets
4575
Equitec Proprietary Markets
Illinois
$131M – – 19.3% 352% 93 – 0.4