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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)
WFWM
4626
Wechter Feldman Wealth Management
New Jersey
$127M +$17.1M +16% 6.47% 53.8% 25 8% 2.3
Baugh & Associates
4627
Baugh & Associates
Georgia
$127M +$2.1M +2% 5.98% 98.8% 40 7.5% 2.4
GTCM
4628
Gyon Technologies Capital Management
New Jersey
$127M +$86.1M +208% 7.04% 42.2% 314 90.45% 0
Millennium TVP Management
4629
Millennium TVP Management
New York
$127M – – 187% – 5 – 4.6
JSF Financial
4630
JSF Financial
California
$127M +$11.8M +10% 9.56% 91% 80 26.25% 1.1
H&H Retirement Design & Management
4631
H&H Retirement Design & Management
Nevada
$127M +$14.3M +13% 6.73% 38.4% 55 41.82% 0.4
Private Capital Management (Colorado)
4632
Private Capital Management (Colorado)
Colorado
$127M -$4.85M -4% 7.6% 20% 97 27.84% 1.4
Pacific Financial Group
4633
Pacific Financial Group
Washington
$127M +$31.2M +33% 6.99% 61.1% 136 63.97% 1.6
Burke & Herbert Bank & Trust
4634
Burke & Herbert Bank & Trust
Virginia
$127M +$12M +10% 8.43% 81.5% 133 6.77% 5.2
Adaptive Financial Consulting
4635
Adaptive Financial Consulting
Ohio
$127M +$13.3M +12% 5.3% 33.4% 18 0% 0.8
Magnolia Capital Advisors
4636
Magnolia Capital Advisors
Mississippi
$127M +$49.2M +63% 6.5% 78.7% 111 17.12% 0.6
WFA
4637
Wade Financial Advisory
California
$127M +$11.2M +10% 7.26% 15.9% 73 15.07% 0.6
Blue Chip Wealth Management
4638
Blue Chip Wealth Management
Florida
$127M +$21.2M +20% 15.4% – 118 21.19% 1.7
Benchmark Wealth Management
4639
Benchmark Wealth Management
Connecticut
$127M +$9.44M +8% 5.13% 42.7% 50 12% 0.6
Burrage Capital Management
4640
Burrage Capital Management
Massachusetts
$127M -$16.2M -11% 0.22% – 29 17.24% 0.6
Blueprint Investment Partners
4641
Blueprint Investment Partners
North Carolina
$127M -$30.3M -19% 6.07% 91.9% 65 52.31% 0.3
IAS
4642
Investment Advisory Services
Texas
$127M +$9.5M +8% 8.52% 74.9% 77 3.9% 0.6
Washburn Capital Management
4643
Washburn Capital Management
Florida
$127M +$17.9M +17% 10.8% 123% 55 16.36% 0.5
Orser Capital Management
4644
Orser Capital Management
Texas
$127M +$16.1M +15% 10.1% 128% 73 24.66% 1.4
Garrett Wealth Advisory Group
4645
Garrett Wealth Advisory Group
Texas
$126M +$1.55M +1% 9.17% 74.6% 53 18.87% 1.3
Legend Financial Advisors
4646
Legend Financial Advisors
Pennsylvania
$126M -$32.6M -20% 15.9% 117% 37 43.24% 0.7
Nine Masts Capital
4647
Nine Masts Capital
Hong Kong
$126M -$27.2M -18% 4.59% 88.1% 51 80.39% 0.3
Seneca House Advisors
4648
Seneca House Advisors
Virginia
$126M +$8.22M +7% 7.9% 58.2% 72 5.56% 2.2
HCM
4649
Hall Capital Management
Rhode Island
$126M +$7.38M +6% 9.02% – 82 6.1% 4.2
Mass General Brigham
4650
Mass General Brigham
Massachusetts
$126M – – 5.9% – 2 – 1