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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)
MEAG MUNICH ERGO AssetManagement
4901
MEAG MUNICH ERGO AssetManagement
Germany
$149M -$10.5M -7% 15.9% 18.2% 14 7.14% 4.6
Hillcrest Wealth Advisors
4902
Hillcrest Wealth Advisors
New Jersey
$149M +$8.83M +6% 15.6% 58.7% 60 16.67% 1.4
MIP
4903
Ma Investment Partnership
California
$149M – – 50% – 12 – 0
Truvvo Partners
4904
Truvvo Partners
New York
$149M +$19.7M +15% 10.9% 21.1% 42 38.1% 1.7
Van Leeuwen & Company
4905
Van Leeuwen & Company
New Jersey
$149M +$20.9M +16% 16.1% 75.4% 77 40.26% 1.2
Harborview Advisors
4906
Harborview Advisors
Maine
$149M +$18.3M +14% 14% 27.1% 99 12.12% 1.9
Vest Financial
4907
Vest Financial
Virginia
$149M – – 11.8% 68.4% 65 – 0
Vista Investment Management
4908
Vista Investment Management
Pennsylvania
$149M +$18.1M +14% 14.4% 54.4% 151 6.62% 2.3
Hudson Value Partners
4909
Hudson Value Partners
Florida
$149M – – 18.8% 124% 111 – 0
Madison Wealth Partners
4910
Madison Wealth Partners
Wisconsin
$149M – – 10.3% 74.2% 55 – 0
Atlas Private Wealth Advisors
4911
Atlas Private Wealth Advisors
New Jersey
$149M +$29.2M +24% 11% 57.8% 814 19.41% 0.4
WFA
4912
Wade Financial Advisory
California
$149M +$22.1M +17% 13.8% 15.9% 71 8.45% 0.8
CWA
4913
Clearview Wealth Advisors
Oregon
$149M – – 7.64% 45.2% 595 – 0
Stone House Capital Management
4914
Stone House Capital Management
Florida
$149M +$28.8M +24% 24.1% 151% 4 0% 1.6
Avory & Company
4915
Avory & Company
Florida
$149M – – 41.6% 74.9% 14 – 0
Nixon Capital
4916
Nixon Capital
Texas
$149M – – 26.6% 101% 35 – 0
Sowa Financial Group
4917
Sowa Financial Group
Rhode Island
$149M +$8.96M +6% 9.92% 100% 244 9.43% 0.9
SEP
4918
Southland Equity Partners
Missouri
$148M – – 10.9% 66.1% 126 – 0
Veery Capital
4919
Veery Capital
Delaware
$148M – – 11.8% 63.4% 67 – 0
MC
4920
MRJ Capital
New York
$148M +$18.9M +15% 17.6% 127% 52 11.54% 4.1
EWG
4921
Executive Wealth Group
Washington
$148M +$18M +14% 15.2% 14.9% 45 2.22% 2.3
Investors Asset Management of Georgia
4922
Investors Asset Management of Georgia
Georgia
$148M -$1.39M -0.9% 14.9% 118% 150 12.67% 4.6
JRM Investment Counsel
4923
JRM Investment Counsel
Nebraska
$148M +$2.78M +2% 13.3% 65.1% 18 11.11% 4.5
MBE Wealth Management
4924
MBE Wealth Management
Wisconsin
$148M +$28.9M +24% 10.4% 66.5% 59 25.42% 0.7
Northwestern University
4925
Northwestern University
Illinois
$148M -$18M -11% 8.53% 28.2% 5 40% 2.8