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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)
Pointe Capital Management
4801
Pointe Capital Management
Michigan
$114M +$3.2M +3% 4.98% 62.6% 137 7.3% 2.9
McNaughton Wealth Management
4802
McNaughton Wealth Management
California
$114M +$6.33M +6% 3.7% 55.6% 50 10% 0.6
Acorn Wealth Advisors
4803
Acorn Wealth Advisors
Michigan
$114M +$6.65M +6% 6.48% 58.8% 131 11.45% 1.9
ICMP
4804
Integrated Capital Management (Pennsylvania)
Pennsylvania
$114M +$3.16M +3% 4.12% 39.7% 54 14.81% 1
Carolina Wealth Advisors
4805
Carolina Wealth Advisors
South Carolina
$114M +$10.5M +10% 10% 62% 237 25.32% 0.5
First Pacific Financial
4806
First Pacific Financial
Washington
$114M – – 5.44% 53.6% 25 – 0
Akaris Global Partners
4807
Akaris Global Partners
New York
$114M -$81.6M -42% 5.45% 35% 30 60% 0.3
Costello Asset Management
4808
Costello Asset Management
Pennsylvania
$114M +$11.9M +12% 8.56% 81.5% 244 12.3% 0.5
Planning Directions
4809
Planning Directions
Pennsylvania
$114M +$6.37M +6% 4.9% 46.3% 60 11.67% 0.7
MRA
4810
Mountain Road Advisors
New York
$113M +$8.58M +8% 4.29% – 18 22.22% 0.5
Cox Capital Management
4811
Cox Capital Management
Massachusetts
$113M +$11.9M +12% 5.96% 106% 80 3.75% 1.6
Morris Capital Advisors
4812
Morris Capital Advisors
Pennsylvania
$113M +$2.46M +2% 10.1% 72.9% 64 15.63% 3.3
JPC
4813
Jabodon PT Co
Nevada
$113M -$240M -68% 0.58% 66.6% 58 84.48% 0.3
Tandem Capital Management
4814
Tandem Capital Management
New Jersey
$113M +$11.1M +11% 9.9% 128% 78 8.97% 0.7
MCP
4815
Moab Capital Partners
New York
$113M -$1.14M -1% 22.3% 89.3% 17 41.18% 1.7
SSCM
4816
Summit Street Capital Management
New York
$113M -$6.33M -5% 2.96% 217% 36 0% 2.3
Peterson Wealth Management
4817
Peterson Wealth Management
Nevada
$113M +$12.3M +12% 6.29% 88.9% 47 17.02% 0.6
HH
4818
HWG Holdings
Texas
$113M -$12.7M -10% 16.9% – 132 25.76% 1.1
Otter Creek Advisors
4819
Otter Creek Advisors
Florida
$113M -$13.7M -11% 12.6% 173% 50 40% 1
SA
4820
Sunesis Advisors
Kansas
$112M +$3.77M +3% 4.66% – 32 6.25% 1.8
Eliot Finkel Investment Counsel
4821
Eliot Finkel Investment Counsel
California
$112M +$11.2M +11% 13.7% 85.5% 26 3.85% 3.3
Sagil Capital
4822
Sagil Capital
United Kingdom
$112M -$3.93M -3% 7.48% 100% 22 36.36% 1
Shone Asset Management
4823
Shone Asset Management
California
$112M +$11.1M +11% 7.61% – 37 2.7% 0.5
Samalin Investment Counsel
4824
Samalin Investment Counsel
New York
$112M +$16.6M +17% 6.59% 68.3% 208 22.6% 0.5
GCM
4825
Garland Capital Management
Washington
$112M +$1.7M +2% 3.97% 55.7% 30 0% 4.8