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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)
Shoker Investment Counsel
4551
Shoker Investment Counsel
Ohio
$190M +$12M +7% 9.57% 88.9% 98 12.24% 4.1
Lumature Wealth Partners
4552
Lumature Wealth Partners
Georgia
$190M +$84.6M +80% 1.49% – 355 54.93% 0.1
Keeler Thomas Management
4553
Keeler Thomas Management
Utah
$190M +$12.2M +7% 2.38% 52.1% 84 28.57% 1.7
Norway Savings Bank
4554
Norway Savings Bank
Maine
$190M +$15.6M +9% 5.54% 117% 465 32.9% 2.9
Augustine Asset Management
4555
Augustine Asset Management
Florida
$190M -$3.15M -2% 5.25% 316% 87 8.05% 2.9
Rings Capital Management
4556
Rings Capital Management
Illinois
$190M +$12.8M +7% 6.5% 40.9% 8 0% 1.5
Tucker Asset Management
4557
Tucker Asset Management
Colorado
$190M +$24M +14% 5.97% 71.6% 408 28.68% 0.2
Wells Trecaso Financial Group
4558
Wells Trecaso Financial Group
Ohio
$190M +$9.9M +6% 6.96% 108% 88 10.23% 2.1
High Probability Advisors
4559
High Probability Advisors
New York
$190M +$26.2M +16% 5.54% 52.6% 37 18.92% 0.2
IRON Financial
4560
IRON Financial
Illinois
$190M -$9.18M -5% 2.01% 60.6% 150 49.33% 2.2
Ironwood Investment Management
4561
Ironwood Investment Management
Massachusetts
$189M +$18.4M +11% 13.2% 164% 176 8.52% 4.4
Legacy Financial Strategies
4562
Legacy Financial Strategies
Kansas
$189M -$7.01M -4% 6.33% 76.7% 69 14.49% 2.1
Calixto Global Investors
4563
Calixto Global Investors
Florida
$189M -$22M -10% 9.27% 180% 21 71.43% 0.5
VCU Investment Management
4564
VCU Investment Management
Virginia
$189M -$4.47M -2% 0.06% – 8 0% 2.3
Union Bancaire Privee Asset Management
4565
Union Bancaire Privee Asset Management
New York
$189M -$28.3M -13% 2.24% – 38 7.89% 2
Lorne Steinberg Wealth Management
4566
Lorne Steinberg Wealth Management
Canada
$189M +$28.3M +18% 11.2% 83.4% 66 13.64% 0.2
Round Hill Asset Management
4567
Round Hill Asset Management
California
$189M +$10.6M +6% 8.11% 43.2% 61 8.2% 3.3
Gradient Capital Advisors
4568
Gradient Capital Advisors
California
$189M +$13.6M +8% 3.65% 78.5% 110 9.09% 2.4
Private Capital Management (Colorado)
4569
Private Capital Management (Colorado)
Colorado
$189M +$20.6M +12% 7.3% 20% 132 17.42% 1.2
Graybill Wealth Management
4570
Graybill Wealth Management
Illinois
$189M +$11.5M +6% 6.67% – 54 7.41% 3.9
William Marsh Rice University
4571
William Marsh Rice University
Texas
$189M +$51.7M +38% 3.51% 1.81% 7 57.14% 0.7
AA
4572
AF Advisors
California
$189M -$13.3M -7% 4.54% 14.8% 23 52.17% 0.9
Martin Capital Partners
4573
Martin Capital Partners
Oregon
$188M +$17.3M +10% 7.92% 42.3% 72 11.11% 1.9
Freedom Day Solutions
4574
Freedom Day Solutions
Texas
$188M +$4.52M +2% 4.17% 86.6% 101 6.93% 1.8
BDWCC
4575
B&D White Capital Company
Texas
$188M +$12.4M +7% 3.12% 44.2% 90 54.44% 0.2