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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)
Emerson Wealth
4826
Emerson Wealth
Michigan
$168M -$1M -0.6% 7.05% 18.1% 39 46.15% 1
Heron Bay Capital Management
4827
Heron Bay Capital Management
Michigan
$168M +$14.6M +10% 9.99% 58.9% 75 16% 0.2
Jeppson Wealth Management
4828
Jeppson Wealth Management
California
$168M +$17.8M +12% 5.38% 107% 145 10.34% 0.5
MA
4829
Menlo Advisors
California
$168M +$17.1M +11% 7.96% 108% 42 16.67% 3.7
Salem Capital Management
4830
Salem Capital Management
Massachusetts
$168M +$10.5M +7% 10.2% 32.3% 76 14.47% 4.8
Santori & Peters Inc
4831
Santori & Peters Inc
Pennsylvania
$168M -$10.3M -6% 4.89% 103% 82 35.37% 2.2
Narus Financial Partners
4832
Narus Financial Partners
Utah
$168M – – 0.96% 85.3% 107 – 2
Verity Asset Management
4833
Verity Asset Management
North Carolina
$168M +$24.2M +17% 7.21% 87% 236 37.29% 1.2
Marshall Financial Group (Maryland)
4834
Marshall Financial Group (Maryland)
Maryland
$167M +$14M +9% 3.41% 63.5% 137 13.14% 0.2
Landaas & Company
4835
Landaas & Company
Wisconsin
$167M +$20.1M +14% 6.8% 68.3% 74 14.86% 2.2
HM
4836
Harvest Management
New York
$167M +$44.3M +36% 20.1% 610% 91 81.32% 0.3
Shayne & Jacobs LLC
4837
Shayne & Jacobs LLC
Tennessee
$167M +$13.8M +9% 9.39% 79.4% 35 5.71% 4.1
AFC
4838
AFT Forsyth & Company
Florida
$167M +$6.89M +4% 2.21% 135% 159 11.95% 4.3
CFG
4839
CMC Financial Group
Georgia
$167M +$39.4M +31% 2.67% 102% 33 45.45% 1
SWM
4840
Strategic Wealth Management
Washington
$167M +$3.87M +2% 1.3% 52.8% 75 20% 0.7
CL
4841
COWA LLC
Oklahoma
$167M +$35.3M +27% 8.18% 67.7% 424 25.94% 0.2
JPC
4842
Jabodon PT Co
Nevada
$166M +$1.98M +1% 1.82% 61.9% 33 69.7% 0.5
H&H Retirement Design & Management
4843
H&H Retirement Design & Management
Nevada
$166M – – 3.05% 38.4% 45 – 0.8
Ellsworth Advisors
4844
Ellsworth Advisors
Ohio
$166M +$28.2M +20% 5.03% 131% 157 33.76% 0.4
Matrix Private Capital Group
4845
Matrix Private Capital Group
New York
$166M +$26.8M +19% 7.67% 62.5% 247 14.17% 0.8
RS
4846
Retirement Solution
Washington
$166M +$14M +9% 4.58% 77.3% 42 19.05% 0.2
CP
4847
Columbus Point
United Kingdom
$166M +$13.6M +9% 1.12% – 15 6.67% 0.3
Marshall & Sullivan
4848
Marshall & Sullivan
Washington
$166M +$5.3M +3% 4.27% 82% 65 40% 4.9
Hudson Value Partners
4849
Hudson Value Partners
Florida
$166M +$16.4M +11% 9.01% 124% 120 15.83% 0.2
FWM
4850
Filbrandt Wealth Management
Wisconsin
$166M +$9.05M +6% 8.91% – 216 37.04% 0.9