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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)
State of Wyoming
4801
State of Wyoming
Wyoming
$215M +$59.3M +38% 8.68% 135% 2,028 45.56% 0.3
PRW Wealth Management
4802
PRW Wealth Management
Massachusetts
$215M +$15.2M +8% 8.04% 42.3% 113 23.01% 0.8
Vishria Bird Financial Group
4803
Vishria Bird Financial Group
Tennessee
$215M +$24.3M +13% 7.32% 74.3% 69 15.94% 1.7
Investors Financial Group
4804
Investors Financial Group
Minnesota
$215M +$25.7M +14% 7.77% – 216 10.19% 1.3
CSWG
4805
Cardinal Strategic Wealth Guidance
Kentucky
$215M +$23.6M +12% 7.21% 76% 69 4.35% 1.6
WC
4806
Weil Company
California
$214M +$22.2M +12% 14.5% 71.7% 153 16.34% 2
Brick & Kyle Associates
4807
Brick & Kyle Associates
Pennsylvania
$214M +$17.2M +9% 10.8% 116% 62 9.68% 4.3
AKKR Management Company
4808
AKKR Management Company
California
$214M – – 8.04% – 14 – 0
Sycale Advisors
4809
Sycale Advisors
New York
$214M -$9.3M -4% 8.35% 31.5% 22 27.27% 0.8
OLP Capital Management
4810
OLP Capital Management
Hong Kong
$214M -$255M -54% 30.1% 146% 7 28.57% 0.7
EVR Research
4811
EVR Research
Virginia
$214M +$33.7M +19% 7.39% 165% 32 43.75% 0.5
Palmer Knight Company
4812
Palmer Knight Company
Florida
$214M +$22M +11% 11% 90.5% 30 10% 2.2
Prentice Wealth Management
4813
Prentice Wealth Management
New York
$214M +$6.85M +3% 6.08% 47.8% 344 69.48% 0.7
Pertento Partners
4814
Pertento Partners
United Kingdom
$214M – – 4.73% 196% 13 – 0
TCG Crossover Management
4815
TCG Crossover Management
California
$214M – – 2.5% 3,013% 15 – 0
Union Heritage Capital
4816
Union Heritage Capital
Michigan
$214M +$247K +0.1% 11.4% 82.1% 60 5% 0.7
Insight Folios
4817
Insight Folios
North Carolina
$213M +$31.7M +17% 7.47% 32.9% 139 15.11% 0.7
MS
4818
Madden Securities
Texas
$213M +$28.6M +15% 10.4% 108% 120 16.67% 1.4
Seascape Capital Management
4819
Seascape Capital Management
New Hampshire
$213M +$18.1M +9% 9.61% 111% 95 15.79% 1.4
Redwood Grove Capital
4820
Redwood Grove Capital
California
$213M +$37.5M +21% 7.08% 79.8% 27 18.52% 0.8
DHJJ Financial Advisors
4821
DHJJ Financial Advisors
Illinois
$213M +$19.8M +10% 7.2% 62.5% 132 6.82% 0.8
Flight Deck Capital
4822
Flight Deck Capital
California
$213M – – 7.01% 379% 17 – 0
SVG
4823
Sun Valley Gold
Idaho
$213M -$69.3M -25% 7.71% 160% 16 31.25% 2.8
CC
4824
Claybrook Capital
Massachusetts
$213M +$15.2M +8% 3.48% 7.15% 138 14.49% 0.7
United Fire Group
4825
United Fire Group
Iowa
$213M +$12.5M +6% 8.87% 27.4% 52 5.77% 7