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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)
Legacy Advisors
4551
Legacy Advisors
Pennsylvania
$176M +$24.6M +16% 17.2% – 120 16.67% 2.3
Pacific Capital Wealth Advisors
4552
Pacific Capital Wealth Advisors
California
$176M +$7.69M +5% 9.64% 54.1% 220 71.82% 0.8
Tower View Wealth Management
4553
Tower View Wealth Management
Wisconsin
$176M +$22.3M +15% 12.3% 135% 181 15.47% 1.7
Tamar Securities
4554
Tamar Securities
California
$176M +$15M +9% 17.7% 101% 48 18.75% 0.4
Corre Partners Management
4555
Corre Partners Management
New York
$176M – – 25% 102% 9 – 0
Vontobel Swiss Wealth Advisors
4556
Vontobel Swiss Wealth Advisors
Switzerland
$176M +$32.6M +23% 15.4% 70.1% 77 23.38% 1.8
BDWCC
4557
B&D White Capital Company
Texas
$176M – – 5.73% 44.2% 85 – 0
Mark Sheptoff Financial Planning
4558
Mark Sheptoff Financial Planning
Connecticut
$176M +$13.3M +8% 11.5% 92.4% 373 14.48% 3.7
GPI Capital
4559
GPI Capital
New York
$176M – – 39.8% 261% 1 – 0
Vishria Bird Financial Group
4560
Vishria Bird Financial Group
Tennessee
$176M +$16.5M +10% 11% 74.3% 51 15.69% 1.4
PWAP
4561
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$175M +$19.2M +12% 12.5% 58.5% 128 17.97% 4.2
Milestone Advisory Partners
4562
Milestone Advisory Partners
North Carolina
$175M +$14.7M +9% 10.5% 19.7% 55 12.73% 1.6
Gradient Capital Advisors
4563
Gradient Capital Advisors
California
$175M +$15.2M +10% 12.9% 78.5% 105 7.62% 2.2
AIA
4564
Arcadia Investment Advisors
Idaho
$175M +$18.7M +12% 12.7% 56.4% 131 29.01% 1.4
Crystal Rock Capital Management
4565
Crystal Rock Capital Management
Illinois
$175M +$16.7M +11% 16.9% 164% 39 25.64% 2.4
Accel Growth Fund V Associates
4566
Accel Growth Fund V Associates
California
$175M – – 37% 3.57% 1 – 0
PM
4567
Ponoi Management
California
$175M – – 27.8% – 5 – 0
EisnerAmper Wealth Management Corporate Benefits
4568
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$175M +$22.5M +15% 12.9% 13% 48 10.42% 2.9
CP
4569
CPV Partners
Connecticut
$174M +$163M +1,443% 16% 105% 3 33.33% 1.2
SST
4570
S Squared Technology
New York
$174M +$39.8M +30% 50.6% 223% 36 13.89% 2.4
HM
4571
HCEP Management
Hong Kong
$174M – – 39.1% 175% 6 – 0
NEPC LLC
4572
NEPC LLC
Massachusetts
$174M +$30.8M +21% 9.92% 21.3% 28 7.14% 0.9
Norway Savings Bank
4573
Norway Savings Bank
Maine
$174M +$26.3M +18% 12.6% 117% 473 39.11% 1.8
Hillman Company
4574
Hillman Company
Pennsylvania
$174M +$5.84M +3% 14.8% 118% 9 22.22% 1.5
OR
4575
Olympiad Research
Connecticut
$174M -$21.9M -11% 14.1% 187% 407 87.22% 0.3