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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)
Dean Capital Management
4651
Dean Capital Management
Kansas
$169M +$71.6M +74% 21.6% 89.7% 154 28.57% 0.8
VAM
4652
Velanne Asset Management
United Kingdom
$169M +$33.8M +25% 30.7% 29.6% 20 15% 1.6
NEGWA
4653
New England Guild Wealth Advisors
Connecticut
$169M +$25.4M +18% 11.8% 6.04% 61 13.11% 2.1
Oldfather Financial Services
4654
Oldfather Financial Services
Nebraska
$169M +$28.1M +20% 17.2% 60.8% 62 6.45% 0.9
CSWG
4655
Cardinal Strategic Wealth Guidance
Kentucky
$168M +$27.1M +19% 8.35% 76% 53 3.77% 0.9
Baldrige Asset Management
4656
Baldrige Asset Management
Pennsylvania
$168M +$20M +14% 12.9% 43.5% 85 5.88% 1.3
Rainey & Randall Wealth Advisors
4657
Rainey & Randall Wealth Advisors
Florida
$168M +$23.2M +16% 11.4% 52.3% 50 10% 1
360 Financial
4658
360 Financial
Minnesota
$168M +$26.5M +19% 12.7% 86.1% 82 15.85% 0.7
Private Capital Management (Colorado)
4659
Private Capital Management (Colorado)
Colorado
$168M +$40.9M +32% 16.6% 20% 122 40.98% 1
Clearstead Trust
4660
Clearstead Trust
Maine
$168M +$42.3M +34% 11.1% 124% 190 16.84% 2.5
Susquehanna International Group (Ireland)
4661
Susquehanna International Group (Ireland)
Ireland
$168M +$56.8M +51% 11.6% 5.25% 66 78.79% 0.2
Gibraltar Capital Management
4662
Gibraltar Capital Management
Oklahoma
$168M +$24.7M +17% 17.4% 65% 58 17.24% 2.1
Hollow Brook Wealth Management
4663
Hollow Brook Wealth Management
New York
$168M +$7.44M +5% 2.99% 97.8% 50 8% 3.6
Wipfli Financial Advisors
4664
Wipfli Financial Advisors
Wisconsin
$168M – – 18.4% – 37 – 0
PYA Waltman Capital
4665
PYA Waltman Capital
Tennessee
$168M +$25.8M +18% 16.4% 62.4% 55 25.45% 0.6
Smith Shellnut Wilson
4666
Smith Shellnut Wilson
Mississippi
$168M -$100M -37% 12.2% 98.6% 154 15.58% 2.4
Gill Capital Partners
4667
Gill Capital Partners
Colorado
$168M +$12.8M +8% 8.24% 59% 110 13.64% 1.3
Reliant Wealth Planning
4668
Reliant Wealth Planning
Kentucky
$168M +$14.5M +9% 9.43% 46.6% 6 0% 0.8
WA1
4669
Wimmer Associates 1
California
$168M +$19.2M +13% 9.9% 92.7% 115 12.17% 3.6
Cerro Pacific Wealth Advisors
4670
Cerro Pacific Wealth Advisors
California
$168M – – 11.7% – 107 – 0
Harvest Group Wealth Management
4671
Harvest Group Wealth Management
Massachusetts
$168M +$23.3M +16% 9.4% 28.1% 916 16.7% 1.2
Wambolt & Associates
4672
Wambolt & Associates
Colorado
$167M +$33.6M +25% 13.5% 62.2% 212 18.87% 1.3
Searcy Financial Services
4673
Searcy Financial Services
Kansas
$167M +$33.6M +25% 16.4% 60.2% 20 15% 1.1
G&S Capital
4674
G&S Capital
Colorado
$167M +$28.8M +21% 11.7% 85.6% 102 25.49% 1.1
CC
4675
Codex Capital
New York
$167M +$11.7M +7% 11.1% 84.4% 39 17.95% 0.2