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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)
PFA
4876
Professional Financial Advisors
Nebraska
$107M +$31M +41% 9.61% 59.2% 361 84.21% 0.1
Saudi Central Bank
4877
Saudi Central Bank
Saudi Arabia
$107M – – 11.7% 140% 1 – 0
SCIM
4878
Spring Creek Investment Management
Pennsylvania
$107M +$6.8M +7% 6.16% 45.9% 10 30% 1
JPLA
4879
Joseph P. Lucia & Associates
New York
$107M -$4.01M -4% 12.9% 84% 504 81.15% 1.4
Fortis Advisors
4880
Fortis Advisors
Pennsylvania
$107M +$6.22M +6% 7.5% 72.8% 193 21.76% 2.1
Old Well Partners
4881
Old Well Partners
North Carolina
$107M -$19.1M -15% 14.6% 97.8% 42 45.24% 0.4
RICHC
4882
Renaissance Investment Consultants Holding Company
Pennsylvania
$107M +$15.5M +17% 11.3% – 87 17.24% 0.6
Yorktown Management & Research Company
4883
Yorktown Management & Research Company
Virginia
$107M -$4.62M -4% 11.3% 211% 274 22.63% 1.2
SC
4884
Steph & Co
Wisconsin
$107M +$6.64M +7% 6.86% 61.6% 252 17.06% 0.6
Core Wealth Advisors (Florida)
4885
Core Wealth Advisors (Florida)
Florida
$107M -$6.7M -6% 6.81% 59.7% 176 31.82% 0.5
Beam Wealth Advisors
4886
Beam Wealth Advisors
Louisiana
$107M +$7.46M +8% 7.41% 69.2% 149 17.45% 0.6
Security National Bank of Sioux City Iowa
4887
Security National Bank of Sioux City Iowa
Iowa
$107M +$13.7M +15% 11.1% 61% 94 10.64% 4
CWM
4888
CCG Wealth Management
California
$107M -$523K -0.5% 3.27% 82.6% 63 9.52% 1.2
Royal Harbor Partners
4889
Royal Harbor Partners
Texas
$107M +$5.53M +5% 8.53% 54.6% 94 30.85% 0.5
RCM
4890
RVB Capital Management
New York
$107M +$81.9M +330% 3.07% 10.4% 46 69.57% 0.2
SCA
4891
Strategic Capital Advisers
Colorado
$107M +$7.05M +7% 8.96% 51.4% 52 9.62% 1.9
Members Capital Advisors Inc
4892
Members Capital Advisors Inc
Wisconsin
$106M – – 5.76% – 52 – 0.6
Baron Financial Group
4893
Baron Financial Group
New Jersey
$106M – – 7.55% 55.5% 294 – 0
Bay Rivers Group
4894
Bay Rivers Group
Virginia
$106M +$9.6M +10% 10.5% 166% 72 22.22% 0.5
Caxton Corporation
4895
Caxton Corporation
New Jersey
$106M +$11.3M +12% 38.1% 512% 19 31.58% 1.4
JVL Associates
4896
JVL Associates
Michigan
$106M +$10.7M +11% 9.98% 81% 39 2.56% 2
Rovin Capital
4897
Rovin Capital
Arizona
$106M +$7.34M +7% 9.2% 63.8% 38 10.53% 0.6
Spreng Capital Management
4898
Spreng Capital Management
Ohio
$106M +$7.59M +8% 7% 72.5% 93 12.9% 0.6
JI
4899
Jeereddi Investments
California
$106M +$11.1M +12% 7.4% 37.7% 52 17.31% 0.6
Arkfeld Wealth Strategies
4900
Arkfeld Wealth Strategies
Nebraska
$106M +$16.2M +18% 1.54% 90.8% 67 17.91% 0.6