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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)
APEIRON Capital Ltd
4851
APEIRON Capital Ltd
Hong Kong
$179M +$76.5M +75% 23.7% 362% 12 41.67% 0.7
Shaker Investments
4852
Shaker Investments
Ohio
$179M +$17.9M +11% 7.28% 216% 91 21.98% 2.9
Atomi Financial Group
4853
Atomi Financial Group
New York
$179M – – 6.26% 153% 224 – 0
D. Scott Neal
4854
D. Scott Neal
Kentucky
$179M -$27M -13% 3.79% 105% 64 12.5% 2.6
CC
4855
Claybrook Capital
Massachusetts
$179M +$16.2M +10% 3.2% 7.15% 142 9.86% 1.4
Miller Equity Capital Advisors
4856
Miller Equity Capital Advisors
Texas
$179M +$24.8M +16% 7.32% 23.7% 50 2% 2.7
Eastover Investment Advisors
4857
Eastover Investment Advisors
North Carolina
$179M +$4.24M +2% 4.05% 105% 49 12.24% 2.4
Intergy Private Wealth
4858
Intergy Private Wealth
Colorado
$179M +$18.8M +12% 8.38% 73.8% 71 12.68% 0.9
Addison Advisors
4859
Addison Advisors
Vermont
$179M +$11.6M +7% 5.24% 54.5% 809 25.34% 1.6
Tiller Private Wealth
4860
Tiller Private Wealth
Pennsylvania
$178M +$9.14M +5% 9.43% 60.2% 53 20.75% 2.9
Lumature Wealth Partners
4861
Lumature Wealth Partners
Georgia
$178M -$478K -0.3% 5.02% – 422 13.74% 1.7
YRHAM
4862
Yong Rong (HK) Asset Management
Hong Kong
$178M +$19.5M +12% 20.5% 2,310% 23 69.57% 0.3
CPFP
4863
Clear Perspectives Financial Planning
Ohio
$178M -$9.9M -5% 2.61% – 242 21.07% 1.6
Game Creek Capital
4864
Game Creek Capital
Massachusetts
$178M +$3.99M +2% 4.03% 176% 68 19.12% 2.7
LSP Investment Advisors
4865
LSP Investment Advisors
New York
$178M -$49.2M -22% 3.12% 79.5% 28 17.86% 1.6
DG Capital Management
4866
DG Capital Management
New York
$178M +$4.59M +3% 9.93% 76.7% 45 46.67% 1.6
Kestrel Investment Management
4867
Kestrel Investment Management
California
$178M +$5.23M +3% 4% 99.8% 43 20.93% 1.5
Divergent Planning
4868
Divergent Planning
Maryland
$178M +$18.7M +12% 4.7% 43.3% 22 18.18% 1.3
Anatole Investment Management
4869
Anatole Investment Management
Hong Kong
$178M – – 33.2% 3,486% 2 – 0
Vigilare Wealth Management
4870
Vigilare Wealth Management
Arizona
$177M +$5.75M +3% 4.83% 59.5% 120 24.17% 2
Guinness Atkinson Asset Management
4871
Guinness Atkinson Asset Management
California
$177M +$18.2M +11% 16.5% 148% 104 0% 4.8
Fifth Lane Capital
4872
Fifth Lane Capital
Texas
$177M +$66.1M +60% 11.5% 80.4% 262 54.96% 0.4
SI
4873
Saxon Interests
Texas
$177M +$1.66M +0.9% 5.21% 81.2% 182 18.13% 0.9
Comprehensive Financial Consultants Institutional
4874
Comprehensive Financial Consultants Institutional
Indiana
$177M +$11.4M +7% 3.86% 78% 176 15.91% 1
Consilio Wealth Advisors
4875
Consilio Wealth Advisors
Washington
$177M +$20.2M +13% 6.96% 66.4% 50 12% 0.8