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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)
CWAG
4726
Compton Wealth Advisory Group
Virginia
$175M +$14.3M +9% 5.33% 76.1% 75 8% 1.6
Beacon Financial Advisory
4727
Beacon Financial Advisory
Ohio
$175M +$20.9M +14% 5.33% 76.8% 237 21.94% 0.8
EPIQ Partners
4728
EPIQ Partners
Minnesota
$175M +$30.9M +21% 5.02% 49.6% 87 13.79% 0.9
Client 1st Advisory Group
4729
Client 1st Advisory Group
Florida
$175M +$20.6M +13% 2.55% 64.5% 70 20% 0.8
HR
4730
Hayden Royal
North Carolina
$175M -$9.29M -5% 8.46% 100% 594 86.03% 0.5
LP
4731
LGL Partners
Pennsylvania
$175M +$1.55M +0.9% 7.18% 68.9% 98 16.33% 2.4
BC Gestao de Recursos
4732
BC Gestao de Recursos
Brazil
$174M -$107M -38% 12.5% – 5 40% 0.2
Vest Financial
4733
Vest Financial
Virginia
$174M +$25.1M +17% 8.93% 68.4% 68 8.82% 0.2
Acuitas Investments
4734
Acuitas Investments
Washington
$174M +$20.4M +13% 33.5% 120% 77 23.38% 0.5
Mark Sheptoff Financial Planning
4735
Mark Sheptoff Financial Planning
Connecticut
$174M -$1.53M -0.9% 3.41% 92.4% 403 16.63% 3.6
Bennicas & Associates
4736
Bennicas & Associates
California
$174M +$2.64M +2% 2% 40.3% 101 3.96% 4.8
Total Clarity Wealth Management
4737
Total Clarity Wealth Management
Illinois
$174M +$30.1M +21% 5.81% 73.2% 829 82.27% 0.2
Peachtree Investment Partners
4738
Peachtree Investment Partners
Florida
$174M +$2.22M +1% 1.87% 111% 107 21.5% 1.3
KCM
4739
Kempner Capital Management
Texas
$174M +$22.6M +15% 16.9% 60.9% 50 14% 4.3
TriaGen Wealth Management
4740
TriaGen Wealth Management
California
$174M +$3.27M +2% 5.55% 132% 190 24.21% 0.2
Palmer Knight Company
4741
Palmer Knight Company
Florida
$174M +$42.4M +32% 7.44% 90.5% 28 3.57% 1.7
SYM Financial Corp
4742
SYM Financial Corp
Indiana
$174M +$37.4M +27% 6.89% 64.3% 96 33.33% 1.8
Oldfather Financial Services
4743
Oldfather Financial Services
Nebraska
$174M +$5.24M +3% 7.99% 60.8% 66 13.64% 1.1
St. Johns Investment Management
4744
St. Johns Investment Management
Florida
$174M +$11.7M +7% 7.43% 91.9% 187 17.11% 4.5
Wolf Group Capital Advisors
4745
Wolf Group Capital Advisors
Virginia
$174M +$12.1M +7% 6.35% 28.2% 105 14.29% 2.2
Central Asset Investments & Management Holdings
4746
Central Asset Investments & Management Holdings
Hong Kong
$174M -$148M -46% 13.9% 3,078% 73 54.79% 0.4
Avory & Company
4747
Avory & Company
Florida
$174M +$24.9M +17% 12.1% 74.9% 16 31.25% 0.2
Sculati Wealth Management
4748
Sculati Wealth Management
Michigan
$174M +$21.3M +14% 7.57% 80.3% 123 21.95% 0.9
Tieton Capital Management
4749
Tieton Capital Management
Washington
$174M +$36.9M +27% 30% 172% 36 16.67% 3.4
Collaborative Wealth Management
4750
Collaborative Wealth Management
Florida
$173M – – 3.96% 46.6% 189 – 0