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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)
626 Financial
4976
626 Financial
Michigan
$156M – – 6.23% 81.1% 106 – 0
Mezzasalma Advisors
4977
Mezzasalma Advisors
New Jersey
$156M -$281K -0.2% 1.5% 203% 104 20.19% 0.2
Ironwood Wealth Management (Arizona)
4978
Ironwood Wealth Management (Arizona)
Arizona
$156M -$4.94M -3% 5.84% 34.2% 51 5.88% 2.5
Seelaus Asset Management
4979
Seelaus Asset Management
New Jersey
$156M +$18.2M +13% 8.01% 134% 237 25.74% 1.4
Fulcrum Asset Management
4980
Fulcrum Asset Management
United Kingdom
$156M -$140M -47% 8.06% – 181 0% 0.1
Bouvel Investment Partners
4981
Bouvel Investment Partners
Pennsylvania
$156M +$15M +11% 4.47% 199% 83 33.73% 0.2
Twin Securities
4982
Twin Securities
New York
$156M +$14.4M +10% 7.47% 506% 26 88.46% 0.2
SVC
4983
Strycker View Capital
New York
$156M +$50.4M +48% 21.9% 114% 34 91.18% 0
Kelleher Financial Advisors
4984
Kelleher Financial Advisors
New York
$156M +$22.7M +17% 6.49% 80.3% 123 20.33% 2.7
Kite Lake Capital Management (UK)
4985
Kite Lake Capital Management (UK)
United Kingdom
$156M +$34.9M +29% 11.7% 337% 7 57.14% 0.3
Ferguson Shapiro
4986
Ferguson Shapiro
Georgia
$156M +$20.9M +16% 7.88% 42.7% 37 56.76% 0.4
Hubbell Strickland Wealth Management
4987
Hubbell Strickland Wealth Management
Louisiana
$156M +$9.07M +6% 6.79% 64.8% 63 6.35% 1.3
Eliot Finkel Investment Counsel
4988
Eliot Finkel Investment Counsel
California
$155M +$22.9M +17% 11.8% 85.5% 29 6.9% 3.4
Argent Advisors
4989
Argent Advisors
Louisiana
$155M -$7.97M -5% 9.82% 63.1% 162 22.22% 0.9
SMP
4990
Santa Monica Partners
Florida
$155M +$20.1M +15% 26.9% 102% 25 0% 2.6
Jefferies Financial Group
4991
Jefferies Financial Group
New York
$155M -$39M -20% 13.4% 146% 7 28.57% 1.8
Brookmont Capital Management
4992
Brookmont Capital Management
Texas
$155M +$13.3M +9% 10.9% 32.2% 55 12.73% 5.1
Gitterman Wealth Management
4993
Gitterman Wealth Management
New Jersey
$155M – – 2.13% 33% 65 – 0
Game Plan Financial Advisors
4994
Game Plan Financial Advisors
Ohio
$155M +$14.4M +10% 9.79% – 111 27.03% 0.5
Swaine & Leidel Wealth Services
4995
Swaine & Leidel Wealth Services
Florida
$155M +$17.2M +12% 7.26% – 76 30.26% 0.9
Act Wealth Management
4996
Act Wealth Management
Texas
$155M -$719K -0.5% 3.96% 70% 36 22.22% 0.2
RM
4997
Rudius Management
New York
$155M +$74.2M +92% 12.9% 8.92% 4 25% 0.2
Altman Advisors
4998
Altman Advisors
Illinois
$155M -$4.35M -3% 0.74% 143% 87 16.09% 1.3
HC Advisors
4999
HC Advisors
Georgia
$155M +$8.44M +6% 4.58% 63.5% 102 27.45% 0.6
EAM
5000
Eukles Asset Management
Ohio
$155M +$10M +7% 6.23% 87.9% 216 21.76% 1.6