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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)
Bridge Advisory
4901
Bridge Advisory
California
$161M -$51M -24% 1.24% 6.7% 95 38.95% 0.2
BP
4902
Banbury Partners
North Carolina
$161M -$174M -52% 5.09% 138% 20 35% 1.1
Newport Wealth Strategies
4903
Newport Wealth Strategies
California
$161M +$27.5M +21% 5.9% 51.5% 114 24.56% 1.7
PFA
4904
Professional Financial Advisors
Nebraska
$161M +$34.1M +27% 6.37% 59.2% 417 20.14% 0.5
Kelly Financial Services
4905
Kelly Financial Services
Massachusetts
$161M +$14.2M +10% 3.8% 64.3% 663 12.82% 1.5
TL
4906
TowerView LLC
New York
$161M +$20.9M +15% 13% 16.3% 31 48.39% 2.4
John W. Brooker & Co
4907
John W. Brooker & Co
California
$161M +$7.94M +5% 2.75% 43.4% 184 13.04% 1
Tranquility Partners
4908
Tranquility Partners
Tennessee
$161M +$19.3M +14% 7.22% 77.3% 196 20.41% 1
WD Rutherford
4909
WD Rutherford
Oregon
$161M +$2.7M +2% 1.47% 189% 123 8.13% 0.2
Elm Advisors
4910
Elm Advisors
California
$161M -$3.1M -2% 6.64% 50.5% 274 68.25% 5.4
Vista Investment Management
4911
Vista Investment Management
Pennsylvania
$161M +$11.4M +8% 6.48% 54.4% 157 6.37% 2.4
Jetstream Capital
4912
Jetstream Capital
Tennessee
$161M +$54.6M +52% 27% – 31 74.19% 0.1
CCP
4913
Cunning Capital Partners
North Carolina
$161M -$26.7M -14% 6.78% 268% 63 76.19% 0.3
Ovata Capital Management
4914
Ovata Capital Management
Hong Kong
$160M -$155M -49% 2.03% 69.1% 76 63.16% 0.3
Affinia Financial Group
4915
Affinia Financial Group
Massachusetts
$160M +$16.5M +11% 5.2% 37.5% 31 32.26% 0.7
Attestor
4916
Attestor
United Kingdom
$160M +$83.4M +108% 6.56% 55.7% 2 50% 1.1
Lincoln Capital Corp
4917
Lincoln Capital Corp
Rhode Island
$160M +$7.88M +5% 5.95% 82% 66 27.27% 1.8
First Pacific Financial
4918
First Pacific Financial
Washington
$160M -$3.41M -2% 7.32% 53.6% 101 13.86% 0.3
CC
4919
Codex Capital
New York
$160M -$6.92M -4% 1.43% 84.4% 36 2.78% 0.5
MC
4920
MRJ Capital
New York
$160M +$12M +8% 9.61% 127% 50 4% 4.2
Voleon Capital Management
4921
Voleon Capital Management
California
$160M -$776M -83% 6.4% – 45 88.89% 0.2
Sovereign Financial Group
4922
Sovereign Financial Group
Connecticut
$160M +$21.2M +15% 4.76% 90.7% 172 23.26% 0.2
Harrington Investments
4923
Harrington Investments
California
$160M +$9.5M +6% 5.4% 109% 78 5.13% 3
Merk Investments
4924
Merk Investments
California
$160M -$26.1M -14% 17.2% 303% 19 21.05% 0.9
SCM
4925
SCW Capital Management
Texas
$160M -$43.7M -21% 13% 179% 10 30% 1.1