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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)
Orleans Capital Management
4576
Orleans Capital Management
Louisiana
$131M +$8.67M +7% 10% 94.6% 85 15.29% 0.5
Vista Investment Management
4577
Vista Investment Management
Pennsylvania
$131M +$14.6M +13% 6.16% 54.4% 144 10.42% 2.1
PA
4578
PSI Advisors
Florida
$131M +$7M +6% 7.09% 58.2% 122 12.3% 0.6
Harborview Advisors
4579
Harborview Advisors
Maine
$131M +$10.1M +8% 5.57% 27.1% 94 9.57% 1.7
Sterling Investment Advisors (Missouri)
4580
Sterling Investment Advisors (Missouri)
Missouri
$131M +$6.34M +5% 4.57% 45.1% 24 8.33% 5.3
Durational Capital Management
4581
Durational Capital Management
New York
$131M – – 1.79% – 1 – 0
Okabena Investment Services
4582
Okabena Investment Services
Minnesota
$131M +$16.7M +15% 8.44% 83.9% 89 31.46% 0.4
VeraBank
4583
VeraBank
Texas
$130M +$8.22M +7% 8.59% 69.5% 109 9.17% 1.4
TL
4584
TowerView LLC
New York
$130M +$690K +0.5% 5.9% 16.3% 24 20.83% 3.5
Hixon Zuercher
4585
Hixon Zuercher
Ohio
$130M +$13.9M +12% 12.1% 101% 57 12.28% 0.5
EWG
4586
Executive Wealth Group
Washington
$130M +$5.18M +4% 5.64% 14.9% 45 6.67% 2.1
Pavion Blue Capital
4587
Pavion Blue Capital
California
$130M +$15.4M +13% 8.7% 87.8% 89 13.48% 0.6
R.W. Roge & Company
4588
R.W. Roge & Company
New York
$130M +$11.1M +9% 6.11% 76.3% 35 8.57% 0.6
Truvvo Partners
4589
Truvvo Partners
New York
$130M +$1.61M +1% 10.9% 21.1% 47 19.15% 1.6
UBP Investment Advisors
4590
UBP Investment Advisors
Switzerland
$130M +$4.01M +3% 4.94% 11.2% 68 23.53% 1.6
Stewart Asset Management
4591
Stewart Asset Management
New York
$129M +$5.15M +4% 16.3% 42.5% 28 0% 0.7
Field & Main Bank
4592
Field & Main Bank
Kentucky
$129M +$12.1M +10% 12.2% 107% 193 13.99% 4.6
WMA
4593
Wealth Management Associates
New Jersey
$129M +$10.8M +9% 8.3% 111% 166 15.06% 1.1
Capstone Financial Group
4594
Capstone Financial Group
Oklahoma
$129M +$7.68M +6% 8.64% – 173 21.39% 0.6
SVC
4595
Strycker View Capital
New York
$129M +$38.2M +42% 6.6% 114% 29 65.52% 0.3
Auxano Advisors
4596
Auxano Advisors
Washington
$129M +$8.91M +7% 12.2% 103% 48 18.75% 0.4
MC
4597
MRJ Capital
New York
$129M +$11.9M +10% 11.7% 127% 53 11.32% 3.9
Naman Capital
4598
Naman Capital
Brazil
$129M +$6.46M +5% 5.17% 89.9% 17 0% 1.2
Clarus Wealth Advisors
4599
Clarus Wealth Advisors
Arizona
$129M +$10.3M +9% 8.97% 89.7% 140 20.71% 1.3
Grace Capital
4600
Grace Capital
Massachusetts
$129M +$12.5M +11% 7.31% 127% 250 18.8% 1.3