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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)
Taylor Hoffman Wealth Management
4801
Taylor Hoffman Wealth Management
Virginia
$182M +$19.2M +12% 11% 47.8% 112 9.82% 3.7
Social Capital Group
4802
Social Capital Group
California
$182M +$65.1M +56% 58.2% – 4 0% 0.3
Ategra Capital Management
4803
Ategra Capital Management
Virginia
$182M -$15.6M -8% 3.15% 114% 104 19.23% 2.4
Your Advocates Ltd
4804
Your Advocates Ltd
Texas
$182M +$9.16M +5% 5.38% 53.6% 254 16.93% 1.7
IRON Financial
4805
IRON Financial
Illinois
$182M +$7.96M +5% 6.11% 60.6% 116 32.76% 2.7
HIC
4806
Harbor Island Capital
Massachusetts
$182M +$25M +16% 17.9% 218% 15 0% 4.7
Olympus Wealth Management
4807
Olympus Wealth Management
Utah
$182M -$17.2M -9% 5.61% 43.1% 14 14.29% 1.3
RPg Family Wealth Advisory
4808
RPg Family Wealth Advisory
Massachusetts
$182M +$36.1M +25% 7.56% 117% 104 32.69% 2.4
AFP
4809
Advus Financial Partners
Florida
$182M +$5.19M +3% 5.78% 56.5% 68 29.41% 1.1
Virtus ETF Advisers
4810
Virtus ETF Advisers
New York
$182M -$9.7M -5% 2.93% 191% 508 26.18% 2
Twin Securities
4811
Twin Securities
New York
$182M +$66.9M +58% 14.2% 506% 22 86.36% 0.2
Rivermont Capital Management
4812
Rivermont Capital Management
New York
$182M +$23.7M +15% 14% 555% 24 41.67% 0.2
HoldCo Asset Management
4813
HoldCo Asset Management
Florida
$182M -$291M -62% 0.25% – 21 9.52% 2.1
Hoxton Planning & Management
4814
Hoxton Planning & Management
West Virginia
$182M -$6.53M -3% 7.33% 77.8% 175 21.14% 0.2
TCP Asset Management
4815
TCP Asset Management
Ohio
$182M +$53.7M +42% 5.53% 65% 58 20.69% 0.2
L2 Asset Management
4816
L2 Asset Management
Massachusetts
$182M +$21M +13% 7.16% 128% 164 34.76% 1
EnerVest
4817
EnerVest
Texas
$182M -$13M -7% 6.7% 20.5% 1 0% 4.3
Demars Financial Group
4818
Demars Financial Group
Washington
$181M +$105K +0.1% 1.01% 69.1% 75 10.67% 1.8
Deane Retirement Strategies
4819
Deane Retirement Strategies
Louisiana
$181M +$2.05M +1% 2.29% 73.4% 83 33.73% 2.4
Heron Financial Group
4820
Heron Financial Group
New York
$181M +$31.6M +21% 5.32% 47.5% 146 13.7% 2.3
Donald L. Hagan LLC
4821
Donald L. Hagan LLC
Florida
$181M +$22.3M +14% 6.82% 47.9% 123 47.15% 2
LWMM
4822
Legacy Wealth Management (Mississippi)
Mississippi
$181M +$12.5M +7% 7.42% 105% 72 1.39% 2.7
MAM
4823
Mystic Asset Management
Rhode Island
$181M +$5.29M +3% 7.69% 114% 154 5.84% 1.2
FC
4824
Fore Capital
New York
$181M -$90.5M -33% 0.38% 25.4% 39 51.28% 0.7
LFGO
4825
Legacy Financial Group (Oklahoma)
Oklahoma
$181M +$18.6M +11% 6.01% 64.2% 70 20% 0.2