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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)
SWG
4776
Summit Wealth Group
Vermont
$159M +$44.2M +38% 7.81% 56.7% 41 26.83% 0.7
Altman Advisors
4777
Altman Advisors
Illinois
$159M +$18.2M +13% 11.5% 143% 87 17.24% 1.3
ARQ Wealth Advisors
4778
ARQ Wealth Advisors
Arizona
$159M +$55.4M +53% 10.6% 59.3% 50 18% 0.6
Adams Wealth Management
4779
Adams Wealth Management
Utah
$159M +$30.7M +24% 12.9% 112% 379 82.59% 0.7
Atwater Malick
4780
Atwater Malick
Pennsylvania
$159M +$16.3M +11% 10.6% 83.4% 43 9.3% 1.5
Detalus Advisors
4781
Detalus Advisors
Missouri
$159M +$22.2M +16% 10.9% 75.7% 100 12% 0.8
DHJJ Financial Advisors
4782
DHJJ Financial Advisors
Illinois
$159M – – 13.6% 62.5% 103 – 0
Barnett & Company
4783
Barnett & Company
Tennessee
$159M +$18.9M +13% 18.7% 77% 317 16.72% 3.2
LWPC
4784
Legacy Wealth Partners (California)
California
$159M +$17.6M +12% 16.6% – 103 27.18% 0.6
SWMG
4785
Signature Wealth Management Group
Georgia
$159M +$19.6M +14% 9.69% – 77 14.29% 1.9
Fourthstone LLC
4786
Fourthstone LLC
Missouri
$158M +$39.2M +33% 34.4% 93.6% 54 50% 0.5
Adalta Capital Management
4787
Adalta Capital Management
New York
$158M +$21.4M +16% 18.8% 89.2% 84 23.81% 1.9
Grace Capital
4788
Grace Capital
Massachusetts
$158M +$29.3M +23% 17.2% 127% 280 24.29% 1.4
BNC Wealth Management
4789
BNC Wealth Management
Oregon
$158M +$16.2M +11% 15.1% 204% 530 82.64% 0.2
TL Private Wealth
4790
TL Private Wealth
Texas
$158M +$15.2M +11% 11.4% 50.6% 48 6.25% 0.9
WD Rutherford
4791
WD Rutherford
Oregon
$158M – – 14% 189% 115 – 0
Juncture Wealth Strategies
4792
Juncture Wealth Strategies
Arizona
$158M +$13.2M +9% 13.5% 76.5% 111 13.51% 2.6
FBT
4793
First Bank & Trust
South Dakota
$158M +$7.38M +5% 12.6% 85.6% 422 6.64% 2.4
Stonebridge Financial Planning Group
4794
Stonebridge Financial Planning Group
Florida
$158M +$18.8M +14% 11.9% 72.4% 414 9.42% 0.8
Orser Capital Management
4795
Orser Capital Management
Texas
$158M +$31.3M +25% 12.7% 128% 92 28.26% 1.3
CPFP
4796
Clear Perspectives Financial Planning
Ohio
$158M – – 6.72% – 187 – 0
LWMM
4797
Legacy Wealth Management (Mississippi)
Mississippi
$158M +$12.7M +9% 13.5% 105% 102 14.71% 0.8
KMWM
4798
Keudell/Morrison Wealth Management
Oregon
$158M +$1.93M +1% 13.7% – 161 11.18% 1.3
KFA Private Wealth Group
4799
KFA Private Wealth Group
Virginia
$158M +$24.1M +18% 11.6% 62.8% 73 13.7% 0.7
Salem Capital Management
4800
Salem Capital Management
Massachusetts
$157M +$19.3M +14% 14.6% 32.3% 67 8.96% 5.3