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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)
WA1
4626
Wimmer Associates 1
California
$184M +$16.1M +10% 3.92% 78.9% 125 13.6% 3.4
TrueFG
4627
TrueFG
Texas
$184M +$16.8M +10% 6.02% 54.2% 35 8.57% 1.1
Wipfli Financial Advisors
4628
Wipfli Financial Advisors
Wisconsin
$184M +$15.9M +9% 6.25% – 41 29.27% 0.2
IWAG
4629
Integer Wealth Advisors Group
Georgia
$184M +$32M +21% 5% – 84 10.71% 0.9
PA
4630
Paragon Advisors
Texas
$183M -$2.33M -1% 3.08% 138% 95 28.42% 0.7
LCNB Corp
4631
LCNB Corp
Ohio
$183M +$6.98M +4% 7.68% 75.2% 154 2.6% 2.8
PCM
4632
Perritt Capital Management
Illinois
$183M +$19.5M +12% 15.9% 80.9% 205 11.22% 3.7
Silverarc Capital Management
4633
Silverarc Capital Management
Massachusetts
$183M +$11.2M +7% 25.8% 2,765% 110 40.91% 0.2
Benchmark Financial Wealth Advisors
4634
Benchmark Financial Wealth Advisors
Florida
$183M +$1.52M +0.8% 5.63% 81.6% 75 28% 1.3
Arthedge Capital Management
4635
Arthedge Capital Management
New York
$183M +$71.1M +64% 9.27% 80.7% 17 11.76% 0.2
Baldrige Asset Management
4636
Baldrige Asset Management
Pennsylvania
$183M +$14.5M +9% 4.1% 43.5% 87 4.6% 1.6
WCM
4637
Wunderlich Capital Managemnt
Tennessee
$183M +$2.28M +1% 6.13% 33.6% 87 17.24% 4
IFG Advisors
4638
IFG Advisors
Missouri
$183M +$21.3M +13% 6.45% 78.7% 92 9.78% 1.1
Tower View Wealth Management
4639
Tower View Wealth Management
Wisconsin
$183M +$6.77M +4% 2.79% 135% 223 30.94% 1.6
MA
4640
Minerva Advisors
Pennsylvania
$183M +$951K +0.5% 24.4% 166% 76 7.89% 5.4
Dalton Investments
4641
Dalton Investments
Nevada
$183M -$19.9M -10% 5.08% 125% 36 16.67% 2.9
HWC
4642
Hill Winds Capital
New York
$183M +$47.2M +35% 10.4% 8.52% 49 57.14% 0.3
NERM
4643
New England Research & Management
Illinois
$182M +$20.7M +13% 6.39% 65% 196 38.27% 2.4
Soundmark Wealth Management
4644
Soundmark Wealth Management
Washington
$182M +$25.6M +16% 8.79% 17.2% 71 18.31% 0.2
S.E.E.D. Planning Group
4645
S.E.E.D. Planning Group
New York
$182M +$15.7M +9% 3.99% 57.3% 80 21.25% 0.8
NFP
4646
Novak Financial Planning
Maryland
$182M +$12.2M +7% 4.15% – 115 3.48% 0.2
AIA
4647
Arcadia Investment Advisors
Idaho
$182M +$6.73M +4% 5.07% 56.4% 115 10.43% 1.7
MBA Advisors
4648
MBA Advisors
Pennsylvania
$182M – – 12.8% 66.1% 131 – 0
New World Advisors
4649
New World Advisors
Massachusetts
$182M +$27.4M +18% 2.21% 84.1% 33 27.27% 1.4
BCK Capital Management
4650
BCK Capital Management
Connecticut
$182M +$56.8M +45% 17.8% 161% 165 84.85% 0