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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)
NFP
4626
Novak Financial Planning
Maryland
$170M – – 11.1% – 112 – 0
I2I
4627
Insight 2811 Inc
Illinois
$170M +$9.27M +6% 4.83% 31.3% 85 32.94% 3
AICPI
4628
ABG Innovation Capital Partners III
Hong Kong
$170M – – 50.1% 5.56% 7 – 0
CHA
4629
Carmichael Hill & Associates
Maryland
$170M +$19.4M +13% 14.2% 39.7% 773 9.31% 1.1
Secure Asset Management
4630
Secure Asset Management
Michigan
$170M +$23.9M +16% 14.9% 97.2% 161 17.39% 0.7
Peoples Bank (Ohio)
4631
Peoples Bank (Ohio)
Ohio
$170M +$22.6M +15% 16.1% 78.9% 104 9.62% 3.1
Game Creek Capital
4632
Game Creek Capital
Massachusetts
$170M +$36.7M +28% 17.2% 177% 65 29.23% 1.4
Innealta Capital
4633
Innealta Capital
Texas
$170M +$16.1M +10% 13.6% 69.8% 46 21.74% 1.1
Red Door Wealth Management
4634
Red Door Wealth Management
Tennessee
$170M +$33.9M +25% 12% 117% 110 10.91% 0.9
LCH
4635
Lee Capital Holdings
New York
$170M -$1.33M -0.8% 11.9% 34.4% 95 55.79% 0.8
IGYL
4636
I.G.Y. Ltd
United Kingdom
$170M +$8.33M +5% 5.21% 80.5% 3 0% 0.8
Roman Butler Fullerton & Co
4637
Roman Butler Fullerton & Co
Missouri
$169M +$16.5M +11% 12.9% 134% 180 20.56% 1.3
J. Arnold Wealth Management
4638
J. Arnold Wealth Management
Ohio
$169M +$34.7M +26% 9.99% 46.2% 96 36.46% 0.5
DL
4639
DOHJ LLC
Washington
$169M +$9.6M +6% 8.95% 51.5% 84 8.33% 0.7
Zeno Research
4640
Zeno Research
New York
$169M – – 17.8% 25.2% 25 – 0
Kerntke Otto McGlone Wealth Management Group
4641
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$169M +$33M +24% 11.1% 64.9% 124 12.1% 0.8
Emerson Wealth
4642
Emerson Wealth
Michigan
$169M +$20.9M +14% 16.4% 18.1% 22 0% 1.6
West Branch Capital
4643
West Branch Capital
Massachusetts
$169M +$12.5M +8% 11.3% 156% 93 16.13% 1.8
Quantedge Capital
4644
Quantedge Capital
Singapore
$169M – – 22.1% 118% 107 – 0
Karani Asset Management
4645
Karani Asset Management
New York
$169M +$20.1M +13% 24.7% – 65 27.69% 0.8
Kiley Juergens Wealth Management
4646
Kiley Juergens Wealth Management
Washington
$169M +$32.3M +24% 14.2% 121% 53 16.98% 1.9
PK
4647
Pflug Koory
Nebraska
$169M +$20.9M +14% 15% – 435 9.2% 3
Congress Park Capital
4648
Congress Park Capital
New York
$169M +$7.38M +5% 18.3% 99.9% 119 23.53% 1.6
Aspen Investment Management
4649
Aspen Investment Management
Michigan
$169M +$18.9M +13% 12.9% 92.6% 136 11.03% 4.7
Jacobsen Capital Management
4650
Jacobsen Capital Management
Utah
$169M +$25.5M +18% 14.1% 97.3% 59 5.08% 1.2