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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)
WC
4676
Weil Company
California
$167M +$29.8M +22% 22.4% 71.7% 138 21.01% 1.5
TrueFG
4677
TrueFG
Texas
$167M +$23.2M +16% 13.8% 54.2% 33 6.06% 0.9
FFG
4678
Fortem Financial Group
California
$167M +$28.8M +21% 17.6% 183% 473 71.04% 0.4
BOCM
4679
Bontempo Ohly Capital Management
Maryland
$167M +$19.8M +13% 12.8% 58.8% 34 2.94% 3.2
S.E.E.D. Planning Group
4680
S.E.E.D. Planning Group
New York
$167M +$30.1M +22% 10.5% 57.3% 71 21.13% 0.7
EPG Wealth Management
4681
EPG Wealth Management
Georgia
$167M +$31.2M +23% 13.7% 108% 164 29.27% 0.7
Rutabaga Capital Management
4682
Rutabaga Capital Management
Massachusetts
$167M -$9.6M -5% 37.2% 57% 49 4.08% 3.1
Axiom Financial Strategies
4683
Axiom Financial Strategies
Indiana
$166M $0 0% 13.8% 59.8% 73 0% 0.7
Adirondack Trust Company
4684
Adirondack Trust Company
New York
$166M +$13.8M +9% 11.8% 96.7% 393 18.32% 4.6
RBA Wealth Management
4685
RBA Wealth Management
California
$166M +$18.1M +12% 15.8% 91% 104 8.65% 1.3
Compass Financial Group (Florida)
4686
Compass Financial Group (Florida)
Florida
$166M +$28.3M +21% 11% 47.5% 27 7.41% 1.9
Trellis Advisors
4687
Trellis Advisors
Washington
$166M +$25.8M +18% 14.2% 23.3% 77 12.99% 1.7
Employers Holdings
4688
Employers Holdings
Nevada
$166M +$17.7M +12% 12.8% – 150 9.33% 1.2
Bull Street Advisors
4689
Bull Street Advisors
Georgia
$166M +$19.3M +13% 9.67% 48.5% 92 4.35% 1.2
Analog Century Management
4690
Analog Century Management
New York
$166M – – 32.1% 785% 23 – 0
Mountain Capital Investment Advisors
4691
Mountain Capital Investment Advisors
Colorado
$166M +$10.8M +7% 12.1% 70.1% 139 30.22% 0.5
Tucker Asset Management
4692
Tucker Asset Management
Colorado
$166M – – 12.8% 71.6% 368 – 0
AA
4693
Ashford Advisors
New York
$165M – – 12.3% 75.4% 9 – 0
Addison Capital
4694
Addison Capital
Pennsylvania
$165M +$22.5M +16% 17.2% 71.4% 108 8.33% 3.5
Point72 Europe
4695
Point72 Europe
United Kingdom
$165M -$2.48M -1% 39.7% 95.4% 45 71.11% 0.2
Owls Nest Partners IA
4696
Owls Nest Partners IA
Pennsylvania
$165M – – 31.3% 112% 14 – 0
Clarity Wealth Advisors
4697
Clarity Wealth Advisors
California
$165M +$25.6M +18% 15.7% 94.1% 60 6.67% 0.9
Prudent Investors Network
4698
Prudent Investors Network
California
$165M +$13.8M +9% 9.04% – 26 19.23% 0.7
Shilanski & Associates
4699
Shilanski & Associates
Alaska
$165M +$17.1M +12% 12.6% 84.2% 107 28.04% 0.9
Stewart Asset Management
4700
Stewart Asset Management
New York
$165M +$35.2M +27% 14.5% 42.5% 28 3.57% 1