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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)
Lebenthal Global Advisors
5026
Lebenthal Global Advisors
New York
$141M – – 15.7% 57.2% 584 – 0
Burke & Herbert Bank & Trust
5027
Burke & Herbert Bank & Trust
Virginia
$141M +$14M +11% 13.4% 81.5% 141 8.51% 5
Waterfront Wealth
5028
Waterfront Wealth
Kansas
$141M – – 22.6% 77.2% 141 – 0
Levy Wealth Management Group
5029
Levy Wealth Management Group
Pennsylvania
$141M – – 11.9% 21.1% 62 – 0
Sterling Investment Management
5030
Sterling Investment Management
Arizona
$141M +$7.1M +5% 9.5% 45.3% 64 12.5% 3.5
Bouvel Investment Partners
5031
Bouvel Investment Partners
Pennsylvania
$141M – – 31.3% 199% 77 – 0
Fure Financial Corporation
5032
Fure Financial Corporation
Minnesota
$141M +$5.43M +4% 13.7% 59.5% 89 17.98% 0.4
Game Plan Financial Advisors
5033
Game Plan Financial Advisors
Ohio
$141M +$40.9M +41% 19.6% 107% 93 52.69% 0.3
Constitution Capital
5034
Constitution Capital
Connecticut
$141M – – 10.6% 91.1% 57 – 0
Resource Planning Group
5035
Resource Planning Group
Georgia
$141M +$8.84M +7% 8.65% 1.9% 62 3.23% 1.6
SM
5036
Salzhauer Michael
$140M +$51M +57% 40.6% 98% 107 14.02% 2.9
Atlas Private Wealth Management
5037
Atlas Private Wealth Management
New York
$140M +$12.7M +10% 11.1% 19.8% 424 16.98% 0.9
Baugh & Associates
5038
Baugh & Associates
Georgia
$140M +$12.8M +10% 12.8% 98.8% 41 4.88% 2.5
Sycale Advisors
5039
Sycale Advisors
New York
$140M +$24.1M +21% 11.7% 46.1% 20 40% 0.6
Sourcerock Group
5040
Sourcerock Group
Colorado
$140M – – 55.6% 59.1% 16 – 0
AUA Capital Management
5041
AUA Capital Management
Pennsylvania
$140M +$20.1M +17% 10.2% 70.2% 378 6.35% 1.8
TL
5042
TowerView LLC
New York
$140M +$9.7M +7% 16.9% 16.3% 22 27.27% 3.9
Must Asset Management
5043
Must Asset Management
South Korea
$140M – – 44.6% 65.2% 31 – 0
CIA
5044
Citadel Investment Advisory
Ohio
$140M – – 12.9% 66.1% 72 – 0
United Bank (Georgia)
5045
United Bank (Georgia)
Georgia
$140M +$20M +17% 12.6% 93.7% 81 4.94% 2.8
Twin Lakes Capital Management
5046
Twin Lakes Capital Management
California
$140M – – 23% 131% 76 – 0
MI
5047
Moneywise Inc
Virginia
$140M +$13.9M +11% 16.2% 60.8% 48 14.58% 2.3
Banta Asset Management
5048
Banta Asset Management
California
$140M – – 105% – 12 – 2.2
ICW Investment Advisors
5049
ICW Investment Advisors
Arizona
$140M +$6.24M +5% 8.21% 58.6% 128 3.91% 0.9
Exane Asset Management
5050
Exane Asset Management
France
$140M -$12.9M -8% 17.2% 74.5% 26 53.85% 0.6