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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)
HIH
4776
HRS Investment Holdings
New York
$87.9M -$43.2M -33% 20.1% 21.5% 1 0% 1.3
Okabena Investment Services
4777
Okabena Investment Services
Minnesota
$87.8M -$19.8M -18% 13.5% 83.9% 78 24.36% 0.2
MorganRosel Wealth Management
4778
MorganRosel Wealth Management
Colorado
$87.7M -$44M -33% 17.9% 67.5% 82 30.49% 0.8
OCM
4779
Ogborne Capital Management
California
$87.6M -$133M -60% 20.7% 251% 16 62.5% 0.4
CornerStone Partners
4780
CornerStone Partners
Virginia
$87.5M -$38.4M -30% 24.7% – 12 16.67% 0.3
Abacus FCF Advisors
4781
Abacus FCF Advisors
Florida
$87.5M -$39.1M -31% 13.5% 197% 108 41.67% 1.4
Insight Folios
4782
Insight Folios
North Carolina
$87.4M -$25.3M -22% 24.9% 32.9% 46 28.26% 0.2
LFGH
4783
Lee Financial Group Hawaii
Hawaii
$87.2M -$39.5M -31% 14% 12.9% 31 35.48% 1.4
Pacific Sun Financial
4784
Pacific Sun Financial
California
$87.1M -$26.3M -23% 23.2% 79.1% 144 14.58% 1.8
Eagle Capital Management (Louisiana)
4785
Eagle Capital Management (Louisiana)
Louisiana
$87M -$104M -54% 9.03% 103% 42 40.48% 3.8
Spreng Capital Management
4786
Spreng Capital Management
Ohio
$87M -$20.7M -19% 15.7% 84.4% 83 14.46% 0.2
Tranquility Partners
4787
Tranquility Partners
Tennessee
$86.9M -$23.9M -22% 19.3% 77.3% 173 35.84% 0.6
LifeSteps Financial
4788
LifeSteps Financial
California
$86.9M -$19.1M -18% 13.6% 98.4% 95 22.11% 0.2
Somerset Group
4789
Somerset Group
Minnesota
$86.9M -$28M -24% 19.4% 95.6% 70 20% 4.4
Birch Capital Management
4790
Birch Capital Management
Texas
$86.9M -$15.2M -15% 14.4% 62% 92 14.13% 0.2
Chronos Wealth Management
4791
Chronos Wealth Management
Florida
$86.7M -$15.1M -15% 12.9% 92.3% 45 17.78% 0.2
Mangham Associates
4792
Mangham Associates
Virginia
$86.7M -$30.3M -26% 19.6% 24.4% 5 40% 1.1
CoreCommodity Management
4793
CoreCommodity Management
Connecticut
$86.6M -$92.7M -52% 35.6% 65.8% 184 25% 3
JC
4794
JCSD Capital
California
$86.5M -$47.5M -35% 23.8% – 49 20.41% 1.9
Carolina Wealth Advisors
4795
Carolina Wealth Advisors
South Carolina
$86.5M -$19.1M -18% 19.1% 62% 218 32.11% 0.2
Royal Harbor Partners
4796
Royal Harbor Partners
Texas
$86.4M -$17.6M -17% 16.5% 54.6% 87 55.17% 0.1
Brooktree Capital Management
4797
Brooktree Capital Management
Michigan
$86.3M -$22.7M -21% 21.3% 92.6% 117 25.64% 0.2
Mine & Arao Wealth Creation & Management
4798
Mine & Arao Wealth Creation & Management
California
$86.2M -$20.4M -19% 16.1% 105% 254 14.96% 0.2
DigitalBridge Group
4799
DigitalBridge Group
Florida
$86.1M -$23.6M -22% 15.4% 161% 46 60.87% 0.2
New Silk Road Investment
4800
New Silk Road Investment
Singapore
$86.1M -$34.9M -29% 21.3% 21.2% 17 58.82% 1