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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)
Palisades Hudson Asset Management
4576
Palisades Hudson Asset Management
Florida
$234M +$15.6M +7% 6.93% 66.8% 114 3.51% 4.7
CTC (Chicago Trading Company)
4577
CTC (Chicago Trading Company)
Illinois
$234M +$35.9M +18% 8.39% 192% 254 40.16% 0.9
Ogorek Anthony Joseph
4578
Ogorek Anthony Joseph
New York
$234M +$15M +7% 8.97% 61.1% 253 11.07% 2.4
Palouse Capital Management
4579
Palouse Capital Management
Washington
$234M +$9.13M +4% 8.82% 67.8% 106 11.32% 2.2
LSP Investment Advisors
4580
LSP Investment Advisors
New York
$234M -$15M -6% 6.33% 79.5% 31 22.58% 0.4
Caspian Capital
4581
Caspian Capital
New York
$234M – – 4.97% – 37 – 0.3
Marvin & Palmer Associates
4582
Marvin & Palmer Associates
Delaware
$234M -$12.9M -5% 12.6% 392% 32 40.63% 1.1
RS
4583
Retirement Solution
Washington
$234M +$16.5M +8% 9.98% 77.3% 50 16% 0.8
HF
4584
Halpern Financial
Virginia
$234M +$17.9M +8% 8.72% 26.3% 302 33.77% 1.2
SGH
4585
Sivik Global Healthcare
Connecticut
$233M -$185M -44% 9.08% 83.8% 61 55.74% 1.1
CWAG
4586
Compton Wealth Advisory Group
Virginia
$233M +$20.4M +10% 9.23% 76.1% 76 11.84% 2.2
SCP
4587
Syntal Capital Partners
Texas
$233M -$56.4M -19% 14.4% 102% 107 30.84% 1.9
WCM
4588
W Capital Management
New York
$233M – – 19.2% – 6 – 0
Chartist Inc
4589
Chartist Inc
California
$233M +$22M +10% 14.9% – 38 15.79% 3.6
Guardian Wealth Advisors (North Carolina)
4590
Guardian Wealth Advisors (North Carolina)
North Carolina
$233M – – 8.37% 58.9% 245 – 0
Legacy Financial Group (Iowa)
4591
Legacy Financial Group (Iowa)
Iowa
$233M -$102M -30% 4.68% 44.3% 62 51.61% 0.8
Lorne Steinberg Wealth Management
4592
Lorne Steinberg Wealth Management
Canada
$233M +$26M +13% 6.11% 83.4% 68 16.18% 0.8
Acima Private Wealth
4593
Acima Private Wealth
Virginia
$232M +$14.8M +7% 5.01% 51.1% 243 5.76% 2.5
Stuart Chaussee & Associates
4594
Stuart Chaussee & Associates
California
$232M +$168M +262% 11.8% 58.6% 174 18.39% 1.8
Catalyst Private Wealth
4595
Catalyst Private Wealth
California
$232M -$1.13M -0.5% 3.88% 120% 82 15.85% 0.9
Greencape Capital
4596
Greencape Capital
Australia
$232M +$81.6M +54% 8.35% 98.1% 3 33.33% 3
Shaker Investments
4597
Shaker Investments
Ohio
$232M +$5.44M +2% 8.25% 216% 97 8.25% 2.8
PL
4598
Polianta Ltd
Jersey
$232M +$16.4M +8% 4.04% 31.6% 104 69.23% 0.2
AWAM
4599
Appian Way Asset Management
New York
$232M -$3.78M -2% 8.9% 49.4% 55 69.09% 0.3
Gainplan
4600
Gainplan
Michigan
$232M +$5.15M +2% 8.2% 103% 73 41.1% 1