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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)
LAM
4776
Lountzis Asset Management
Pennsylvania
$116M +$10.7M +10% 11% 124% 70 1.43% 0.3
Invesco Senior Secured Management
4777
Invesco Senior Secured Management
New York
$116M -$14.9M -11% 9.32% 18.1% 20 5% 2
Sycale Advisors
4778
Sycale Advisors
New York
$116M -$14.6M -11% 14.9% 31.5% 20 45% 0.5
Brooks Moore & Associates
4779
Brooks Moore & Associates
Tennessee
$116M +$9.17M +9% 6.31% 63.7% 89 10.11% 1.4
Farmers & Merchants Trust Co of Chambersburg PA
4780
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$116M -$2.23M -2% 9.18% 65.5% 300 11.67% 3
BRA
4781
Blue Rock Advisors
Minnesota
$116M +$89.6M +342% 11.8% – 111 82.88% 0.1
Mountaineer Partners Management
4782
Mountaineer Partners Management
New York
$116M +$41.3M +55% 14.1% 158% 16 18.75% 0.9
Arbor Trust Wealth Advisors
4783
Arbor Trust Wealth Advisors
Michigan
$116M +$4.94M +4% 8.74% 63.8% 88 12.5% 0.7
Gunderson Capital Management
4784
Gunderson Capital Management
South Carolina
$116M -$8.75M -7% 19.4% 961% 61 44.26% 0.6
Penbrook Management
4785
Penbrook Management
New York
$115M +$13.7M +13% 15.4% 107% 107 9.35% 4.1
Clearshares
4786
Clearshares
New York
$115M -$9.8M -8% 4.26% – 37 13.51% 1.2
Global Financial Private Client
4787
Global Financial Private Client
Florida
$115M +$268K +0.2% 7.38% 100% 529 15.5% 0.7
SWG
4788
Summit Wealth Group
Vermont
$115M +$5.8M +5% 4.82% 53% 30 6.67% 0.7
Beacon Financial Advisory
4789
Beacon Financial Advisory
Ohio
$115M +$23.2M +25% 6.85% 76.8% 190 31.58% 0.5
Birch Capital Management
4790
Birch Capital Management
Texas
$115M +$8.27M +8% 9.91% 62% 113 22.12% 0.6
JLP Asset Management
4791
JLP Asset Management
New York
$115M -$10M -8% 2.83% 16.1% 29 0% 1.3
Kendall Capital Management
4792
Kendall Capital Management
Maryland
$115M +$10.5M +10% 7.25% 130% 130 14.62% 1.8
Paces Ferry Wealth Advisors
4793
Paces Ferry Wealth Advisors
Georgia
$115M – – 12.4% 72% 1,322 – 0
Cordasco Financial Network
4794
Cordasco Financial Network
Florida
$115M +$6.12M +6% 6.68% 31.1% 563 14.92% 2.6
Fusion Capital
4795
Fusion Capital
South Carolina
$115M +$10.7M +10% 9.1% 108% 72 27.78% 0.5
PFG Private Wealth Management
4796
PFG Private Wealth Management
Florida
$115M +$8.52M +8% 4.53% 52.6% 50 20% 0.6
Guardian Investment Management
4797
Guardian Investment Management
California
$115M +$4.36M +4% 6.54% 103% 57 7.02% 4.3
Total Clarity Wealth Management
4798
Total Clarity Wealth Management
Illinois
$115M +$5.67M +5% 7.94% 73.2% 139 20.14% 0.6
JNE Partners
4799
JNE Partners
United Kingdom
$115M +$35M +44% 12% 100% 6 33.33% 0.4
Red Cedar Capital
4800
Red Cedar Capital
Nebraska
$114M +$3.95M +4% 8.05% 43% 146 2.05% 2.5