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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)
Gunma Bank
4651
Gunma Bank
Japan
$126M +$29.6M +31% 2.59% 24.5% 22 63.64% 1.5
Donald L. Hagan LLC
4652
Donald L. Hagan LLC
Florida
$126M +$11M +10% 13.4% 47.9% 90 22.22% 1.9
MI
4653
Moneywise Inc
Virginia
$126M +$1.16M +0.9% 5.17% 60.8% 42 0% 2.4
Fortis Capital Management
4654
Fortis Capital Management
Washington
$126M +$37.3M +42% 2.78% 82% 110 72.73% 0.2
Clearstead Trust
4655
Clearstead Trust
Maine
$126M +$7.2M +6% 7.61% 124% 169 7.1% 2.6
Moser Wealth Advisors
4656
Moser Wealth Advisors
Washington
$126M +$20.9M +20% 9.01% – 128 15.63% 0.7
HWC
4657
Hill Winds Capital
New York
$126M +$56M +80% 0.31% 8.52% 41 53.66% 0.3
New England Professional Planning Group
4658
New England Professional Planning Group
Rhode Island
$126M -$3.89M -3% 6.87% 64.1% 47 31.91% 3.6
New Potomac Partners
4659
New Potomac Partners
Maryland
$126M +$13.6M +12% 7.99% 37.2% 134 5.22% 2.3
KCS Wealth Advisory
4660
KCS Wealth Advisory
California
$125M +$4.6M +4% 8.63% 45.3% 149 10.07% 2
PBF
4661
Petix & Botte Financial
California
$125M +$3.99M +3% 5.88% 51.2% 90 16.67% 0.6
Successful Portfolios
4662
Successful Portfolios
Florida
$125M +$11.6M +10% 8.04% 110% 181 12.71% 1.9
A.D. Beadell Investment Counsel
4663
A.D. Beadell Investment Counsel
Wisconsin
$125M +$12M +11% 9.07% 83.3% 89 24.72% 3.5
AAM
4664
Ascension Asset Management
New York
$125M – – 11.1% – 77 – 2.3
KCM
4665
Kempner Capital Management
Texas
$125M -$2.36M -2% 2.17% 60.9% 48 8.33% 4.5
Brendel Financial Advisors
4666
Brendel Financial Advisors
New Hampshire
$125M +$8.94M +8% 15.8% 139% 84 16.67% 1.1
Heron Financial Group
4667
Heron Financial Group
New York
$125M +$13.1M +12% 7.91% 47.5% 133 15.04% 0.6
Adero Partners
4668
Adero Partners
California
$125M +$28.6M +30% 11.3% 27.7% 93 26.88% 0.5
Bronson Point Management
4669
Bronson Point Management
Connecticut
$125M -$7.36M -6% 14% 7.56% 45 71.11% 0.3
Friedenthal Financial
4670
Friedenthal Financial
New Jersey
$125M +$7.95M +7% 6.74% 105% 57 35.09% 2.3
Holistic Financial Partners
4671
Holistic Financial Partners
Indiana
$125M +$8.78M +8% 7.61% 95.7% 121 18.18% 1.1
Ranch Capital Advisors
4672
Ranch Capital Advisors
Florida
$124M -$3.09M -2% 7.52% 99.2% 1,007 36.94% 0.8
HIC
4673
Harbor Island Capital
Massachusetts
$124M +$4.63M +4% 5.06% 218% 15 0% 2.3
Seelaus Asset Management
4674
Seelaus Asset Management
New Jersey
$124M +$14.5M +13% 9.66% 134% 168 13.69% 1.5
MorganRosel Wealth Management
4675
MorganRosel Wealth Management
Colorado
$124M +$16.2M +15% 9.01% 67.5% 83 30.12% 1