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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)
Amica Retiree Medical Trust
4601
Amica Retiree Medical Trust
Rhode Island
$129M +$2.15M +2% 10.1% – 191 15.71% 3.3
Prince Street Capital Management
4602
Prince Street Capital Management
New York
$129M +$9.8M +8% 18.7% 302% 18 27.78% 0.9
Ascension Capital Advisors
4603
Ascension Capital Advisors
Texas
$129M +$14.2M +12% 8.66% 59.3% 46 19.57% 0.6
Van Leeuwen & Company
4604
Van Leeuwen & Company
New Jersey
$128M -$456K -0.4% 12.4% 75.4% 74 35.14% 1.3
EAM
4605
Eukles Asset Management
Ohio
$128M +$11M +9% 9.64% 87.9% 177 12.99% 1.5
EP
4606
Elkhorn Partners
Nebraska
$128M -$212K -0.2% 0.87% 32.2% 43 18.6% 4.2
Adams Wealth Management
4607
Adams Wealth Management
Utah
$128M +$30.7M +31% 6.31% 105% 379 78.89% 0.1
RWG
4608
Regal Wealth Group
California
$128M +$7.24M +6% 6.64% 17% 223 6.73% 2.9
O'Keefe Stevens Advisory
4609
O'Keefe Stevens Advisory
New York
$128M +$12.9M +11% 15.2% 208% 37 2.7% 2.6
Hubbell Strickland Wealth Management
4610
Hubbell Strickland Wealth Management
Louisiana
$128M +$9.5M +8% 6.86% 64.8% 59 1.69% 0.9
Cincinnati Casualty Company
4611
Cincinnati Casualty Company
Ohio
$128M +$5.7M +5% 7.32% 68.7% 26 11.54% 5.5
Exeter Financial
4612
Exeter Financial
Arizona
$128M +$7.65M +6% 6.45% 59.1% 70 2.86% 2.4
Mader & Shannon Wealth Management
4613
Mader & Shannon Wealth Management
Missouri
$128M +$5.01M +4% 4.88% 62.5% 20 0% 1
Strategic Financial Partners
4614
Strategic Financial Partners
Oregon
$128M +$7.15M +6% 4.28% 54.8% 61 4.92% 0.7
Pennsylvania Capital Management
4615
Pennsylvania Capital Management
Pennsylvania
$128M -$59.8M -32% 10.9% 90.8% 149 84.56% 0.3
Mendel Money Management
4616
Mendel Money Management
Illinois
$128M +$14.2M +13% 11.6% 88.8% 61 9.84% 3.2
FWM
4617
Filbrandt Wealth Management
Wisconsin
$128M +$2.23M +2% 6.87% – 405 62.22% 0.7
Ridgewood Investments
4618
Ridgewood Investments
New Jersey
$128M +$6.88M +6% 9.02% – 184 16.3% 2.2
Townsend & Associates
4619
Townsend & Associates
Colorado
$128M +$8.71M +7% 10.2% 58% 75 17.33% 2
Atlas Private Wealth Management
4620
Atlas Private Wealth Management
New York
$128M +$3.52M +3% 7.33% 19.8% 509 25.93% 0.7
Jeppson Wealth Management
4621
Jeppson Wealth Management
California
$128M – – 6.92% 107% 511 – 0
GWM
4622
Gray Wealth Management
Maine
$128M +$11.8M +10% 7.82% 22.1% 98 7.14% 0.4
MA
4623
Menlo Advisors
California
$128M -$495K -0.4% 11.5% 108% 37 8.11% 3.7
Selective Wealth Management
4624
Selective Wealth Management
Virginia
$127M +$6.79M +6% 7.05% 74.4% 434 30.18% 0.8
Your Advocates Ltd
4625
Your Advocates Ltd
Texas
$127M -$17M -12% 2.99% 53.6% 184 34.78% 0.4