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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)
APSI
4851
Asset Planning Services Inc
Louisiana
$166M +$9.38M +6% 7.68% 138% 43 11.63% 2.5
Susquehanna International Securities
4852
Susquehanna International Securities
Ireland
$165M +$27.8M +20% 3.35% 2.8% 45 68.89% 0.6
Harborview Advisors
4853
Harborview Advisors
Maine
$165M +$16.1M +11% 5.5% 27.1% 100 8% 2
Leisure Capital Management
4854
Leisure Capital Management
California
$165M +$11.8M +8% 6.67% 111% 144 11.11% 2.9
LWMM
4855
Legacy Wealth Management (Mississippi)
Mississippi
$165M +$7.19M +5% 5.18% 105% 97 5.15% 1
Heron Financial Group
4856
Heron Financial Group
New York
$165M +$20.1M +14% 7.33% 47.5% 145 8.97% 1
BC
4857
Breakline Capital
New York
$165M +$42.4M +35% 13% – 48 50% 0.5
Independent Order of Foresters
4858
Independent Order of Foresters
Ontario, Canada
$165M -$5.49M -3% 6.46% 75.1% 14 14.29% 0.9
TLW Wealth Management
4859
TLW Wealth Management
Florida
$165M +$9.7M +6% 10.3% 98.3% 20 15% 1.8
Innealta Capital
4860
Innealta Capital
Texas
$165M -$5.09M -3% 5.42% 69.8% 51 33.33% 1
CTC (Chicago Trading Company)
4861
CTC (Chicago Trading Company)
Illinois
$164M +$13.2M +9% 13.1% 192% 107 27.1% 1.4
HC Financial Advisors
4862
HC Financial Advisors
California
$164M +$8.04M +5% 4.77% 31.2% 380 10.53% 1.1
Hillcrest Wealth Advisors
4863
Hillcrest Wealth Advisors
New Jersey
$164M +$14.6M +10% 6.38% 58.7% 55 10.91% 1.5
Alethea Capital Management
4864
Alethea Capital Management
Washington
$164M -$35.5M -18% 11.2% 275% 106 57.55% 1.9
Elmwood Wealth Management
4865
Elmwood Wealth Management
California
$164M – – 3.17% 42.1% 320 – 1.1
SummerHaven Investment Management
4866
SummerHaven Investment Management
Connecticut
$164M +$34.5M +27% 30.3% 150% 200 0.5% 0.3
Smith Shellnut Wilson
4867
Smith Shellnut Wilson
Mississippi
$164M -$3.94M -2% 7.61% 98.6% 164 14.02% 2.5
Western Financial Corp
4868
Western Financial Corp
California
$164M +$11.6M +8% 10% 275% 97 30.93% 0.2
TI
4869
Truehand Inc
New Hampshire
$164M +$11.5M +8% 11% 86.9% 215 6.98% 2
Plotkin Financial Advisors
4870
Plotkin Financial Advisors
Maryland
$163M +$12.1M +8% 3.41% 95.3% 89 29.21% 0.7
IGYL
4871
I.G.Y. Ltd
United Kingdom
$163M -$6.24M -4% 2.04% 80.5% 3 0% 1
Ridgewood Investments
4872
Ridgewood Investments
New Jersey
$163M +$36.4M +29% 11.1% – 222 38.29% 2.1
New England Professional Planning Group
4873
New England Professional Planning Group
Rhode Island
$163M +$21.1M +15% 8.16% 64.1% 54 20.37% 2.7
TL Private Wealth
4874
TL Private Wealth
Texas
$163M +$4.92M +3% 5.13% 50.6% 51 9.8% 1
Monte Financial Group
4875
Monte Financial Group
Connecticut
$163M +$16M +11% 13.2% 66.7% 65 12.31% 2.2