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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)
San Luis Wealth Advisors
4826
San Luis Wealth Advisors
California
$155M – – 25.9% 65% 122 – 0
TLW Wealth Management
4827
TLW Wealth Management
Florida
$155M +$20.5M +15% 16.8% 98.3% 19 0% 1.6
Selective Wealth Management
4828
Selective Wealth Management
Virginia
$155M +$27.4M +21% 16.3% 74.4% 387 20.93% 0.9
Magnolia Capital Advisors
4829
Magnolia Capital Advisors
Mississippi
$155M +$27.8M +22% 12.1% 78.7% 122 14.75% 0.7
Ayrshire Capital Management
4830
Ayrshire Capital Management
Connecticut
$155M +$18.3M +13% 10.3% 84.8% 60 6.67% 0.9
Oregon Health & Science University
4831
Oregon Health & Science University
Oregon
$155M – – 13.5% – 1 – 0
Helikon Investments
4832
Helikon Investments
United Kingdom
$155M – – 29.9% 272% 4 – 0
New World Advisors
4833
New World Advisors
Massachusetts
$155M -$1.99M -1% 20.8% 66.5% 30 3.33% 1.2
StrongBox Wealth
4834
StrongBox Wealth
Missouri
$154M +$17.8M +13% 6.99% 63.9% 90 12.22% 0.6
Curated Wealth Partners
4835
Curated Wealth Partners
California
$154M – – 35% 39.9% 134 – 0
Woodward Diversified Capital
4836
Woodward Diversified Capital
California
$154M – – 14.5% 118% 161 – 0
Client 1st Advisory Group
4837
Client 1st Advisory Group
Florida
$154M +$11.3M +8% 8.26% 64.5% 59 6.78% 0.7
AlpInvest Partners
4838
AlpInvest Partners
Netherlands
$154M +$91.7M +147% 22.9% 178% 14 78.57% 0.4
Acuitas Investments
4839
Acuitas Investments
Washington
$154M +$11.2M +8% 52.9% 120% 74 25.68% 0.3
Beacon Financial Advisory
4840
Beacon Financial Advisory
Ohio
$154M +$38.8M +34% 11.7% 76.8% 204 16.67% 0.6
Centerpoint Advisors
4841
Centerpoint Advisors
Massachusetts
$154M +$20.9M +16% 16.6% 82.6% 266 12.41% 2.1
Chapman Investment Management
4842
Chapman Investment Management
California
$154M +$18.4M +14% 13.3% 57.3% 39 10.26% 0.9
LFWA
4843
LBJ Family Wealth Advisors
Texas
$154M +$21.5M +16% 17.3% 64.9% 19 0% 5.4
Heron Bay Capital Management
4844
Heron Bay Capital Management
Michigan
$154M – – 17.4% 80.3% 71 – 0
Consolidated Planning Corp
4845
Consolidated Planning Corp
Georgia
$153M +$19.2M +14% 12.3% 84.6% 53 13.21% 0.7
Leisure Capital Management
4846
Leisure Capital Management
California
$153M +$19.8M +15% 14% 111% 138 16.67% 2.8
Marshall Financial Group (Maryland)
4847
Marshall Financial Group (Maryland)
Maryland
$153M – – 10.1% 70.4% 122 – 0
ACMH
4848
Andar Capital Management (HK)
Hong Kong
$153M – – 57.6% 863% 17 – 0
Aristotle Pacific Capital
4849
Aristotle Pacific Capital
California
$153M – – 14.1% 1.84% 22 – 0
RFG Holdings
4850
RFG Holdings
Texas
$153M – – 12.2% 74.2% 28 – 0