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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)
Veery Capital
4801
Veery Capital
Delaware
$257M -$4.22M -2% 1.4% 63.4% 98 13.27% 2.7
FFG
4802
Fortem Financial Group
California
$257M -$1.06M -0.4% 2.84% 183% 193 12.95% 2.3
Client 1st Advisory Group
4803
Client 1st Advisory Group
Florida
$257M -$2.95M -1% 1.02% 64.5% 134 5.97% 2.7
Thomas Story & Son
4804
Thomas Story & Son
Indiana
$257M +$18.2M +8% 3.21% 101% 53 11.32% 7.5
Mindset Wealth Management
4805
Mindset Wealth Management
Indiana
$257M -$16.7M -6% 10.6% – 159 21.38% 0.4
Shaker Financial Services
4806
Shaker Financial Services
Virginia
$257M -$4.09M -2% 2.74% 12.9% 186 23.12% 2.2
Retirement Financial Solutions
4807
Retirement Financial Solutions
Tennessee
$257M +$71.4M +39% 1.87% 52.5% 47 42.55% 1.3
Canopy Partners
4808
Canopy Partners
Ohio
$257M -$5.33M -2% 2.09% 108% 227 10.57% 1
SWMG
4809
Signature Wealth Management Group
Georgia
$257M +$7.9M +3% 1.05% – 115 9.57% 3.3
Windward Private Wealth Management
4810
Windward Private Wealth Management
Kansas
$256M -$55.2K -0% 0.56% 38.5% 46 8.7% 3.9
Bell & Brown Wealth Advisors
4811
Bell & Brown Wealth Advisors
California
$256M -$12.3M -5% 2.62% 125% 72 5.56% 5.6
AW
4812
Atlas Wealth
Ohio
$256M -$7.95M -3% 3.34% 43.3% 100 8% 1.5
Palo Alto Wealth Advisors
4813
Palo Alto Wealth Advisors
California
$256M -$28.6M -10% 10.9% 108% 53 5.66% 1.5
FSB Premier Wealth Management
4814
FSB Premier Wealth Management
Iowa
$256M +$6.98M +3% 1.03% 53.9% 214 6.54% 2.6
Carlson Capital
4815
Carlson Capital
Texas
$256M +$86.4M +51% 9.62% 57.7% 58 74.14% 0.4
Retirement Capital Strategies
4816
Retirement Capital Strategies
California
$256M -$7.86M -3% 1.2% 59% 96 39.58% 2.1
Rule One Partners
4817
Rule One Partners
Georgia
$256M -$3.33M -1% 1.93% – 22 59.09% 0.2
Adirondack Trust Company
4818
Adirondack Trust Company
New York
$256M -$6M -2% 1.76% 96.7% 488 3.28% 6.4
Pineridge Advisors
4819
Pineridge Advisors
Missouri
$256M -$8.78M -3% 1.26% – 685 33.28% 1
Vista Investment Management
4820
Vista Investment Management
Pennsylvania
$256M -$7.82M -3% 1.77% 54.4% 181 6.63% 4.8
Moseley Investment Management
4821
Moseley Investment Management
Florida
$256M -$491K -0.2% 2.29% 96.6% 156 7.69% 3.8
PCJ Investment Counsel
4822
PCJ Investment Counsel
Ontario, Canada
$256M -$40.5M -14% 3.51% 178% 79 31.65% 3
Castle Wealth Management
4823
Castle Wealth Management
Florida
$255M +$1.28M +0.5% 1.13% 60.1% 128 9.38% 2
Impact Asset Management
4824
Impact Asset Management
$255M +$2.17M +0.9% 2.26% – 76 9.21% 0.4
Addison Capital
4825
Addison Capital
Pennsylvania
$255M +$3.84M +2% 0.37% 71.4% 145 10.34% 4.5