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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)
Capstone Triton Financial Group
4726
Capstone Triton Financial Group
Oklahoma
$163M – – 13.9% – 349 – 0
Jupiter Wealth Management
4727
Jupiter Wealth Management
Colorado
$163M +$21.5M +15% 14.7% 99.2% 82 26.83% 1
Woodard & Company Asset Management Group
4728
Woodard & Company Asset Management Group
North Carolina
$163M +$10.2M +7% 12.1% 94.5% 111 30.63% 1.1
Geo Capital Gestora de Recursos
4729
Geo Capital Gestora de Recursos
Brazil
$163M +$14.2M +10% 16.6% 30.7% 41 43.9% 0.5
SWM
4730
Strategic Wealth Management
Washington
$163M +$28.9M +22% 12.2% 52.8% 73 13.7% 0.6
Titus Wealth Management
4731
Titus Wealth Management
California
$163M +$22.8M +16% 11.3% 26.6% 142 19.01% 1.6
CVA Family Office
4732
CVA Family Office
Colorado
$163M +$24.4M +18% 13% 71.6% 383 13.05% 0.7
FountainCap Research & Investment
4733
FountainCap Research & Investment
China
$163M -$28.2M -15% 10.7% 5.35% 7 14.29% 1
Lipe & Dalton
4734
Lipe & Dalton
New York
$163M +$18.8M +13% 16.2% 101% 103 9.71% 3.4
Anabranch Capital Management
4735
Anabranch Capital Management
Connecticut
$163M – – 29.7% 139% 6 – 0
Financial Management Network
4736
Financial Management Network
California
$162M – – 13.3% 62.5% 109 – 0
IAMH
4737
IvyRock Asset Management (HK)
Hong Kong
$162M – – 47.2% 64.5% 11 – 0
GPM Growth Investors
4738
GPM Growth Investors
Michigan
$162M +$14.9M +10% 12.4% – 39 12.82% 0.8
Pinnacle Bancorp
4739
Pinnacle Bancorp
Nebraska
$162M +$20.5M +14% 12% 72.9% 680 4.85% 2.7
Midwest Professional Planners Ltd (MPPL)
4740
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$162M +$20.1M +14% 11.9% 136% 122 23.77% 1.6
Bickling Financial Services
4741
Bickling Financial Services
Massachusetts
$162M – – 17.3% – 94 – 0
PM
4742
Parametrica Management
Hong Kong
$162M +$109M +206% 26.3% 543% 210 84.29% 0.1
St. Johns Investment Management
4743
St. Johns Investment Management
Florida
$162M +$13.8M +9% 14.8% 91.9% 183 13.11% 4.4
MTM Investment Management
4744
MTM Investment Management
South Carolina
$162M – – 12.9% 87.7% 229 – 0
NFP Retirement Inc
4745
NFP Retirement Inc
California
$162M +$10.1M +7% 10.3% 51.3% 123 16.26% 0.7
NERM
4746
New England Research & Management
Illinois
$162M +$23.6M +17% 10.7% 65% 171 34.5% 2.5
Wolf Group Capital Advisors
4747
Wolf Group Capital Advisors
Virginia
$162M +$17.8M +12% 11.4% 28.2% 94 10.64% 2.2
American Trust Investment Advisors
4748
American Trust Investment Advisors
New Hampshire
$162M +$23.5M +17% 16.7% 91% 79 13.92% 2.4
IFG Advisors
4749
IFG Advisors
Missouri
$161M +$20M +14% 14.8% 78.7% 89 11.24% 0.9
Wealth Advisors of Iowa
4750
Wealth Advisors of Iowa
Iowa
$161M +$15.8M +11% 9.87% 60.9% 43 32.56% 0.5