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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)
RHDIC
4826
R.H. Dinel Investment Counsel
California
$84.5M -$28.5M -25% 16.9% 55.9% 48 8.33% 5.7
Seelaus Asset Management
4827
Seelaus Asset Management
New Jersey
$84.5M -$39.2M -32% 18.6% 134% 176 31.25% 1.6
KFA Private Wealth Group
4828
KFA Private Wealth Group
Virginia
$84.5M -$24.4M -22% 17.1% 62.8% 58 25.86% 0.2
Shone Asset Management
4829
Shone Asset Management
California
$84.5M – – 18.6% – 32 – 0
Lagoda Investment Management
4830
Lagoda Investment Management
New York
$84.4M -$18.4M -18% 23.9% 250% 28 3.57% 3.7
Carl P. Sherr & Co
4831
Carl P. Sherr & Co
Massachusetts
$84.4M -$18M -18% 14.4% 78.6% 110 11.82% 0.2
Avalon Capital Management
4832
Avalon Capital Management
California
$84.2M +$1.91M +2% 10.8% 163% 40 65% 2.1
Bullseye Asset Management
4833
Bullseye Asset Management
Colorado
$83.9M -$19.5M -19% 11.9% 115% 77 6.49% 0.3
Heronetta Management
4834
Heronetta Management
New York
$83.8M -$70.1M -46% 40% 55.4% 25 8% 4.6
Silverleafe Capital Partners
4835
Silverleafe Capital Partners
Tennessee
$83.7M -$93.6M -53% 11.8% 87.7% 82 48.78% 1.5
Fusion Capital
4836
Fusion Capital
South Carolina
$83.7M -$27.1M -24% 18% 108% 66 27.27% 0.2
Kelleher Financial Advisors
4837
Kelleher Financial Advisors
New York
$83.6M -$15.6M -16% 16.3% 80.3% 109 24.77% 2.9
Prosperity Capital Management
4838
Prosperity Capital Management
Cayman Islands
$83.6M -$56.2M -40% 39.3% – 2 0% 6.5
Lionsbridge Wealth Management
4839
Lionsbridge Wealth Management
Florida
$83.6M -$23.6M -22% 7.7% 65.5% 366 90.71% 0.2
Vigilare Wealth Management
4840
Vigilare Wealth Management
Arizona
$83.6M -$66.5M -44% 15.8% 59.5% 168 42.26% 0.2
1492 Capital Management
4841
1492 Capital Management
Wisconsin
$83.5M -$29.6M -26% 20.5% 298% 115 49.57% 1.3
Beaumont Asset Management
4842
Beaumont Asset Management
Texas
$83.4M -$21.4M -20% 15% 73.1% 67 34.33% 0.2
Compass Financial Group (Florida)
4843
Compass Financial Group (Florida)
Florida
$83.4M -$27.4M -25% 10.9% 47.5% 22 36.36% 2.4
Piershale Financial Group
4844
Piershale Financial Group
Illinois
$83.3M -$104M -56% 0.18% 82% 20 60% 2.3
Values First Advisors
4845
Values First Advisors
Tennessee
$83.3M -$20.3M -20% 15.2% 87.6% 149 21.48% 0.2
Copperleaf Capital
4846
Copperleaf Capital
North Carolina
$83.3M -$15.4M -16% 10.6% 102% 53 32.08% 0.2
VCA
4847
VIEX Capital Advisors
Florida
$83.3M -$99.3M -54% 18.3% 30.6% 15 26.67% 0.7
Lodbrok Capital
4848
Lodbrok Capital
United Kingdom
$83.2M -$315M -79% 0% 25.9% 5 60% 1
Independence Wealth Advisors
4849
Independence Wealth Advisors
Virginia
$83.2M -$19.8M -19% 17.4% 34.1% 24 8.33% 1.9
Pinnacle Family Advisors
4850
Pinnacle Family Advisors
Missouri
$83.2M -$27.9M -25% 11.7% 95% 94 59.57% 1.2