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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)
Proathlete Wealth Management
4801
Proathlete Wealth Management
Florida
$266M +$22.9M +9% 2.34% 73.9% 60 1.67% 0.9
Rivermont Capital Management
4802
Rivermont Capital Management
New York
$266M +$53.3M +25% 13% 555% 24 50% 0.8
SM
4803
Samjo Management
New York
$265M -$24.6M -8% 0.62% – 62 27.42% 0.8
PAM
4804
Pegasus Asset Management
New York
$265M +$3.11M +1% 4.55% 101% 70 5.71% 5.4
PH
4805
Pinnacle Holdings
Oklahoma
$265M +$8.85M +3% 3.61% 79.6% 263 18.25% 4.7
Kelleher Financial Advisors
4806
Kelleher Financial Advisors
New York
$265M +$2.52M +1% 2.35% 80.3% 122 9.02% 4.6
Royal Harbor Partners
4807
Royal Harbor Partners
Texas
$265M +$7.6M +3% 0.31% 54.6% 52 26.92% 1.9
Left Brain Wealth Management
4808
Left Brain Wealth Management
Illinois
$265M +$49.8M +23% 18.2% 376% 104 35.58% 1
Carmel Capital Management
4809
Carmel Capital Management
California
$265M -$1.91M -0.7% 5.84% 247% 28 7.14% 2.9
Radcliff Management
4810
Radcliff Management
New York
$265M +$79.8M +43% 43.2% 47.6% 1 0% 3
Pineridge Advisors
4811
Pineridge Advisors
Missouri
$265M +$371K +0.1% 1.5% – 693 20.92% 0.8
MCF
4812
MKA Charitable Fund
California
$265M +$9.04M +4% 3.63% 17.1% 1 0% 1
Robinswood Financial
4813
Robinswood Financial
Washington
$264M -$4.46M -2% 2.44% 43.1% 367 7.08% 1.1
AW
4814
Atlas Wealth
Ohio
$264M +$32.6M +14% 1.3% 43.5% 101 24.75% 1.3
Farmers & Merchants Trust Co of Chambersburg PA
4815
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264M +$4.72M +2% 1.16% 65.5% 397 7.81% 4.5
SCI
4816
Silver Coast Investments
United States
$264M -$7.17M -3% 3.43% – 110 18.18% 0.8
Coalescence Partners Investment Management
4817
Coalescence Partners Investment Management
New York
$264M +$41M +18% 0.42% – 17 17.65% 0.6
Omega Financial Group
4818
Omega Financial Group
California
$264M +$395K +0.1% 1.42% 47% 83 6.02% 4.2
Aubrey Capital Management
4819
Aubrey Capital Management
United Kingdom
$264M +$4.83M +2% 8.46% 319% 69 39.13% 1.2
Retirement Capital Strategies
4820
Retirement Capital Strategies
California
$264M +$8.48M +3% 2.17% 59% 93 47.31% 2
Palogic Value Management
4821
Palogic Value Management
Texas
$264M -$30.1M -10% 3.81% 31.3% 194 18.04% 1.5
JVL Associates
4822
JVL Associates
Michigan
$264M +$4.46M +2% 2.48% 81% 58 8.62% 3.7
Accel Wealth Management
4823
Accel Wealth Management
Iowa
$264M -$4.85M -2% 2.57% 82.4% 269 11.52% 2.3
Segra Capital Management
4824
Segra Capital Management
Florida
$264M +$7.27M +3% 0.61% 19% 12 50% 0.9
Global Trust Asset Management
4825
Global Trust Asset Management
Florida
$264M -$6.23M -2% 2.88% 178% 551 17.06% 3.7