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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)
Landmark Financial Advisors
4601
Landmark Financial Advisors
Kentucky
$186M +$8.4M +5% 6.05% 11.8% 71 8.45% 4.1
Okabena Investment Services
4602
Okabena Investment Services
Minnesota
$186M +$14.3M +8% 6.96% 72.4% 82 25.61% 0.8
Deane Retirement Strategies
4603
Deane Retirement Strategies
Louisiana
$186M +$21.6M +13% 13.1% 73.4% 87 50.57% 1.7
Millrace Asset Group
4604
Millrace Asset Group
Pennsylvania
$186M +$42M +29% 23.1% 113% 98 33.67% 0.7
FSB Premier Wealth Management
4605
FSB Premier Wealth Management
Iowa
$186M -$1.19M -0.6% 4.69% 53.9% 105 9.52% 0.2
Kemper Corp Master Retirement Trust
4606
Kemper Corp Master Retirement Trust
Illinois
$186M +$25.5M +16% 8.78% 21.9% 36 94.44% 2.1
Oak Asset Management
4607
Oak Asset Management
California
$186M -$19.8M -10% 5.81% 91.8% 93 48.39% 3
Rainey & Randall Wealth Advisors
4608
Rainey & Randall Wealth Advisors
Florida
$185M +$17M +10% 4.99% 52.3% 55 18.18% 1.1
EisnerAmper Wealth Management Corporate Benefits
4609
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$185M +$10.7M +6% 5.56% 13% 52 19.23% 3.1
Stonepine Capital Management
4610
Stonepine Capital Management
Oregon
$185M +$54.5M +42% 11.1% 231% 35 57.14% 0.7
MACRO Consulting Group
4611
MACRO Consulting Group
New Jersey
$185M +$12.6M +7% 5.4% – 108 11.11% 1.3
NIA Impact Advisors
4612
NIA Impact Advisors
California
$185M -$7.02M -4% 0.21% – 55 5.45% 0.2
GDS
4613
Gimbel Daniel Scott
$185M +$20.4M +12% 2.2% 57.1% 3 0% 0.3
ShoreHaven Wealth Partners
4614
ShoreHaven Wealth Partners
New Jersey
$185M +$5.88M +3% 2.21% 72.4% 305 22.3% 0.2
LBC
4615
Lawrence B. Cohen
$184M +$4.36M +2% 4.3% 41.8% 75 1.33% 4.7
Interchange Capital Partners
4616
Interchange Capital Partners
Pennsylvania
$184M +$50K +0% 6.94% 106% 1,250 82.08% 0.2
KRC
4617
Kehrs Ridge Capital
New Jersey
$184M -$90.9M -33% 9.45% – 51 86.27% 0.2
Peoples Bank (Ohio)
4618
Peoples Bank (Ohio)
Ohio
$184M +$14.6M +9% 9.03% 78.9% 115 13.91% 3.1
MBE Wealth Management
4619
MBE Wealth Management
Wisconsin
$184M +$36.4M +25% 4.19% 66.5% 64 17.19% 0.9
Crystal Rock Capital Management
4620
Crystal Rock Capital Management
Illinois
$184M +$9.05M +5% 10.7% 164% 39 20.51% 2.4
Stonehearth Capital Management
4621
Stonehearth Capital Management
Massachusetts
$184M +$6.77M +4% 4.92% 87.5% 68 19.12% 2.1
Lloyd Advisory Services
4622
Lloyd Advisory Services
Georgia
$184M +$1.07M +0.6% 2.5% 51.1% 425 22.12% 0.8
Baron Silver Stevens Financial Advisors
4623
Baron Silver Stevens Financial Advisors
Florida
$184M -$108M -37% 5.68% 52.1% 540 90.74% 0.3
Ararat Capital Management
4624
Ararat Capital Management
Connecticut
$184M +$11.1M +6% 19.8% 99.2% 21 19.05% 0.2
AH Equity Partners V
4625
AH Equity Partners V
California
$184M -$11.7M -6% 6.77% – 2 50% 0.1