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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)
I2I
4776
Insight 2811 Inc
Illinois
$171M +$1.58M +0.9% 1.52% 31.3% 80 15% 3.4
BIMC
4777
Benson Investment Management Company
Virginia
$171M +$7.76M +5% 5.95% 99.8% 59 22.03% 2.1
KFA Private Wealth Group
4778
KFA Private Wealth Group
Virginia
$171M +$13.9M +9% 5.96% 62.8% 78 12.82% 0.8
Owls Nest Partners IA
4779
Owls Nest Partners IA
Pennsylvania
$171M +$6.24M +4% 9.84% 105% 14 7.14% 0.3
Denver PWM
4780
Denver PWM
Colorado
$171M -$29.6M -15% 4.3% 48.6% 91 25.27% 1.9
Investment Management Associates
4781
Investment Management Associates
Colorado
$171M +$37.3M +28% 12.5% 50.4% 61 18.03% 0.2
Titus Wealth Management
4782
Titus Wealth Management
California
$171M +$8.39M +5% 3.78% 26.6% 149 12.75% 1.7
CA
4783
Crumly & Associates
Illinois
$171M +$28.7M +20% 6.18% 58.1% 95 18.95% 0.6
Stonebridge Financial Planning Group
4784
Stonebridge Financial Planning Group
Florida
$171M +$13.3M +8% 2.94% 72.4% 454 15.64% 1
Howard Wealth Management
4785
Howard Wealth Management
Connecticut
$171M +$10.7M +7% 3.07% 69.9% 127 4.72% 1
MS
4786
Madden Securities
Texas
$171M +$15.6M +10% 4.49% 108% 145 20.69% 0.8
Investors Financial Group
4787
Investors Financial Group
Minnesota
$171M +$19.6M +13% 7.74% – 199 21.11% 0.8
Mader & Shannon Wealth Management
4788
Mader & Shannon Wealth Management
Missouri
$171M +$20M +13% 4.33% 62.5% 27 14.81% 1.2
West Branch Capital
4789
West Branch Capital
Massachusetts
$171M +$1.68M +1% 3.91% 156% 95 13.68% 1.9
MCM
4790
McMillion Capital Management
North Carolina
$171M +$6.26M +4% 6.57% 59.3% 311 73.63% 4.2
LWPC
4791
Legacy Wealth Partners (California)
California
$171M +$11.8M +7% 6.77% – 100 25% 0.8
Eos Management LP
4792
Eos Management LP
New York
$171M +$83.7M +96% 1.39% 149% 33 36.36% 3.4
DCM
4793
DeGreen Capital Management
Arizona
$171M -$85.5M -33% 3.36% 28.5% 23 8.7% 2.7
CSWG
4794
Cardinal Strategic Wealth Guidance
Kentucky
$171M +$2.15M +1% 4.32% 76% 62 14.52% 1
University of Texas/Texas AM Investment Management Co (UTIMCO)
4795
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$170M +$78.1M +85% 4.04% 94.2% 47 72.34% 1.9
Beirne Wealth Consulting Services
4796
Beirne Wealth Consulting Services
Connecticut
$170M -$31.8M -16% 5.11% 81.9% 176 46.02% 1.2
Pennsylvania Capital Management
4797
Pennsylvania Capital Management
Pennsylvania
$170M +$17.4M +11% 2.91% 90.8% 70 7.14% 0.6
Centerpoint Advisors
4798
Centerpoint Advisors
Massachusetts
$170M +$16.4M +11% 9.05% 82.6% 288 13.89% 2.1
SL
4799
SIB LLC
New York
$170M +$20.4M +14% 16.4% 29.2% 22 13.64% 5.8
RWG
4800
Regal Wealth Group
California
$170M +$6.18M +4% 5.08% 17% 272 21.32% 2.6