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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)
Argyle Capital Management
4851
Argyle Capital Management
Pennsylvania
$308M +$8.22M +3% 6.11% 106% 140 4.29% 9.1
Omega Financial Group
4852
Omega Financial Group
California
$308M +$3.69M +1% 1.06% 47% 117 18.8% 4.3
Elevated Financial Group
4853
Elevated Financial Group
Indiana
$308M +$18.5M +6% 1.98% – 142 16.9% 0.2
Idaho Trust Bank
4854
Idaho Trust Bank
Idaho
$308M +$5.69M +2% 0.23% 50.5% 108 12.96% 1.5
Capital Planning
4855
Capital Planning
Washington
$307M -$49.4M -14% 4.87% 81.2% 89 13.48% 3.3
TPG Financial Advisors
4856
TPG Financial Advisors
Oregon
$307M +$7.86M +3% 0.95% – 82 14.63% 3.4
Centerpoint Advisors
4857
Centerpoint Advisors
Massachusetts
$307M -$17.7M -5% 2.86% 82.6% 437 10.07% 4.1
Hayek Kallen Investment Management
4858
Hayek Kallen Investment Management
Alabama
$307M -$9.8M -3% 0.31% 71.9% 184 99.46% 0.1
Norris Financial Group
4859
Norris Financial Group
South Carolina
$306M +$12.2M +4% 5.79% 142% 110 23.64% 1.8
Medallion Wealth Advisors
4860
Medallion Wealth Advisors
Connecticut
$306M +$8.65M +3% 0.45% – 1,164 7.56% 1.1
Lifestyle Asset Management
4861
Lifestyle Asset Management
Texas
$306M -$1.22M -0.4% 1.23% 88.3% 161 31.06% 1.2
Fearnley Asset Management
4862
Fearnley Asset Management
$306M +$88.1M +40% 44.4% – 24 33.33% 0.2
Aster Capital Management
4863
Aster Capital Management
United Arab Emirates
$306M +$77.6M +34% 1.09% – 1,464 72.75% 0.3
RPD Fund Management
4864
RPD Fund Management
New York
$306M +$75.3M +33% 30.6% – 8 50% 0.5
Investidor Profissional Gestao de Recursos
4865
Investidor Profissional Gestao de Recursos
Brazil
$306M +$139M +83% 14.2% 51.8% 28 28.57% 2
SIM
4866
Synergy Investment Management
Florida
$306M +$23.2M +8% 2.36% – 911 85.84% 0.1
Global Financial Private Client
4867
Global Financial Private Client
Florida
$306M +$20.3M +7% 0.2% 100% 246 11.79% 4.1
Planned Solutions
4868
Planned Solutions
California
$306M -$6.18M -2% 1.8% 68.3% 147 10.88% 2.8
EFH
4869
Eaton Financial Holdings
Florida
$305M -$66.6M -18% 2.3% – 144 20.14% 1.2
Sunpointe
4870
Sunpointe
Missouri
$305M +$3.68M +1% 0.72% 122% 297 22.56% 1.3
Breach Inlet Capital Management
4871
Breach Inlet Capital Management
South Carolina
$305M +$92.2M +43% 0.19% – 13 15.38% 1.1
Demars Financial Group
4872
Demars Financial Group
Washington
$304M +$4.93M +2% 0.91% 69.1% 108 22.22% 2.3
BPH
4873
Boundless Plain Holdings
$304M -$9.9M -3% 8.28% – 23 21.74% 0.2
Engaged Capital
4874
Engaged Capital
California
$303M -$88.6M -23% 10.1% 26.2% 9 11.11% 2.1
Tejara Capital
4875
Tejara Capital
United Kingdom
$303M -$121M -29% 7.1% 17.3% 94 56.38% 0.7