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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)
Peninsula Asset Management
4676
Peninsula Asset Management
Florida
$180M +$15.7M +10% 6.06% 54.2% 46 4.35% 5.6
Venrock Management VI
4677
Venrock Management VI
California
$180M -$92.6M -34% 27.5% – 2 0% 0.6
Addison Capital
4678
Addison Capital
Pennsylvania
$180M +$14.4M +9% 7.2% 71.4% 115 10.43% 3.4
Secure Asset Management
4679
Secure Asset Management
Michigan
$180M +$9.9M +6% 3.83% 97.2% 189 25.93% 0.7
Seascape Capital Management
4680
Seascape Capital Management
New Hampshire
$180M +$8.48M +5% 4.87% 111% 91 8.79% 0.9
Pacific Capital Wealth Advisors
4681
Pacific Capital Wealth Advisors
California
$180M +$3.73M +2% 2.84% 54.1% 69 11.59% 1
Geo Capital Gestora de Recursos
4682
Geo Capital Gestora de Recursos
Brazil
$180M +$16.7M +10% 2.54% 30.7% 43 9.3% 0.7
Prentice Wealth Management
4683
Prentice Wealth Management
New York
$180M – – 4.67% 47.8% 336 – 0
Wealth Advisors of Iowa
4684
Wealth Advisors of Iowa
Iowa
$179M +$18M +11% 7.19% 60.9% 55 30.91% 0.6
JFG Wealth Management
4685
JFG Wealth Management
Colorado
$179M -$4.84M -3% 5.27% 65.2% 46 52.17% 1.2
Vontobel Swiss Wealth Advisors
4686
Vontobel Swiss Wealth Advisors
Switzerland
$179M +$3.58M +2% 3.92% 70.1% 77 15.58% 1.9
Aspen Investment Management
4687
Aspen Investment Management
Michigan
$179M +$10.5M +6% 7.85% 92.6% 155 21.94% 4.6
Waycross Partners
4688
Waycross Partners
Kentucky
$179M +$18.9M +12% 8.2% 98.4% 116 36.21% 0.2
Atlas Private Wealth Advisors
4689
Atlas Private Wealth Advisors
New Jersey
$179M +$30.1M +20% 5.11% 57.8% 931 21.05% 0.6
VAM
4690
Velanne Asset Management
United Kingdom
$179M +$10.5M +6% 6.26% 29.6% 20 15% 1.7
Colton Groome Financial Advisors
4691
Colton Groome Financial Advisors
North Carolina
$179M +$23.9M +15% 5.23% 65.8% 75 28% 1
Congress Park Capital
4692
Congress Park Capital
New York
$179M +$10.1M +6% 4.38% 99.9% 137 24.82% 1.6
BOCM
4693
Bontempo Ohly Capital Management
Maryland
$179M +$12M +7% 8.23% 49.6% 39 30.77% 2.9
Mountain Lake Investment Management
4694
Mountain Lake Investment Management
Florida
$179M +$26.9M +18% 34.3% 64% 30 23.33% 1.7
Trellis Advisors
4695
Trellis Advisors
Washington
$178M +$12.5M +8% 4.87% 23.3% 80 11.25% 1.9
Game Creek Capital
4696
Game Creek Capital
Massachusetts
$178M +$8.61M +5% 13.3% 176% 74 35.14% 1.4
Financial & Tax Architects
4697
Financial & Tax Architects
Missouri
$178M – – 5.19% 50.2% 97 – 0
Vantage Financial Partners (Illinois)
4698
Vantage Financial Partners (Illinois)
Illinois
$178M +$5.15M +3% 7.14% 13.1% 79 11.39% 2.1
NEGWA
4699
New England Guild Wealth Advisors
Connecticut
$178M +$9.27M +5% 4.55% 6.04% 70 14.29% 2.1
360 Financial
4700
360 Financial
Minnesota
$178M +$9.47M +6% 4.51% 82.5% 89 17.98% 0.9