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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)
Essential Planning
4801
Essential Planning
New Hampshire
$315M +$943K +0.3% 1.31% 40.9% 92 9.78% 2.4
Whitegate Investment Counselors
4802
Whitegate Investment Counselors
New Hampshire
$315M -$5.55M -2% 0.77% 51% 70 5.71% 6.4
IAS
4803
Investment Advisory Services
Texas
$314M -$5.18M -2% 0.93% 74.9% 135 10.37% 4
EWA
4804
ERTS Wealth Advisors
Michigan
$314M -$4.06M -1% 1.49% 39.3% 31 3.23% 4.5
Tandem Financial
4805
Tandem Financial
Colorado
$314M +$231M +277% 0.07% – 107 57.01% 0.5
Sentry LLC
4806
Sentry LLC
Tennessee
$314M -$51M -14% 10.9% 52.6% 128 10.94% 2.7
Moseley Investment Management
4807
Moseley Investment Management
Florida
$314M -$9.8M -3% 1.86% 96.6% 174 11.49% 4
Ameliora Wealth Management
4808
Ameliora Wealth Management
Switzerland
$314M -$14.6M -4% 1.25% 73.9% 240 8.75% 2
Purus Wealth Management
4809
Purus Wealth Management
California
$314M -$6.95M -2% 1.94% 174% 163 11.66% 2.9
Etesian Wealth Advisors
4810
Etesian Wealth Advisors
Oregon
$313M -$5.51M -2% 2.16% 60.6% 142 8.45% 2.4
Nova R Wealth
4811
Nova R Wealth
Kansas
$313M +$39.1M +14% 0.78% 60.7% 93 8.6% 2.6
Juniper Investment Company
4812
Juniper Investment Company
New York
$313M +$22.5M +8% 16.7% 358% 9 11.11% 4.4
White Mountains Insurance Group
4813
White Mountains Insurance Group
New Hampshire
$313M +$51.4M +20% 17.1% 105% 2 0% 2.8
SCI
4814
Silver Coast Investments
United States
$313M +$23.2M +8% 2.01% – 122 16.39% 1.5
FDx Advisors
4815
FDx Advisors
Illinois
$313M +$117M +60% 0.05% 71.6% 189 55.03% 3.5
Flynn Zito Capital Management
4816
Flynn Zito Capital Management
New York
$313M +$33.3M +12% 2.01% 109% 164 18.29% 1.9
GFG Capital
4817
GFG Capital
Florida
$313M +$32.4M +12% 5.68% 152% 93 37.63% 2.7
PAM
4818
Pegasus Asset Management
New York
$313M -$12.1M -4% 3.19% 101% 72 12.5% 5.3
LifeGuide Financial Advisors
4819
LifeGuide Financial Advisors
Pennsylvania
$313M +$11.3M +4% 0.53% 35.4% 48 6.25% 2.6
Kercheville Advisors
4820
Kercheville Advisors
Texas
$313M -$69M -18% 8.98% 261% 127 24.41% 2.6
StrongBox Wealth
4821
StrongBox Wealth
Missouri
$313M +$8.23M +3% 0.51% 63.9% 99 10.1% 3.5
California First Leasing Corp
4822
California First Leasing Corp
California
$312M +$4.1M +1% 10.8% 352% 48 25% 2.7
Elyxium Wealth
4823
Elyxium Wealth
California
$312M -$48.8M -14% 4.29% – 1,360 87.94% 1.1
Midwest Heritage Bank
4824
Midwest Heritage Bank
Iowa
$312M +$21.9M +8% 1.44% 52.2% 62 22.58% 2.9
Portland Investment Counsel
4825
Portland Investment Counsel
Ontario, Canada
$312M -$20.5M -6% 2.74% 108% 59 16.95% 2.6