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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)
FNWM
5026
Financial Network Wealth Management
Utah
$153M +$25.7M +20% 2.83% – 107 11.21% 0.2
Albert D. Mason Inc
5027
Albert D. Mason Inc
Massachusetts
$153M +$9.32M +6% 9.58% 83.4% 153 9.8% 4.4
Mendel Money Management
5028
Mendel Money Management
Illinois
$153M +$10.3M +7% 5.71% 88.8% 67 4.48% 3.2
CIA
5029
Citadel Investment Advisory
Ohio
$153M +$13M +9% 8.97% 66.1% 74 2.7% 0.2
Trust Company of Kansas
5030
Trust Company of Kansas
Kansas
$153M -$38.3M -20% 10.1% 100% 56 37.5% 0.8
Powell Investment Advisors
5031
Powell Investment Advisors
Florida
$153M +$21.4M +16% 7.96% 82.4% 128 21.09% 0.9
Resource Planning Group
5032
Resource Planning Group
Georgia
$153M +$12M +9% 1.98% 1.9% 68 11.76% 1.7
Hutner Capital Management
5033
Hutner Capital Management
Vermont
$152M +$8.85M +6% 5.29% 52.2% 46 6.52% 3.4
CSA
5034
Cottage Street Advisors
Massachusetts
$152M +$45.4M +42% 6.26% 95.8% 92 21.74% 3.2
Van Leeuwen & Company
5035
Van Leeuwen & Company
New Jersey
$152M +$2.94M +2% 8.02% 75.4% 82 45.12% 1.2
One Advisory Partners
5036
One Advisory Partners
Kansas
$152M +$6.28M +4% 3.86% 58.3% 34 41.18% 0.5
Donald L. Hagan LLC
5037
Donald L. Hagan LLC
Florida
$152M +$15.5M +11% 5.56% 47.9% 97 20.62% 1.9
Hollow Brook Wealth Management
5038
Hollow Brook Wealth Management
New York
$152M -$15.6M -9% 1.38% 97.8% 56 19.64% 3.5
DA
5039
Dash Acquisitions
California
$152M +$9.11M +6% 2.26% 52% 39 15.38% 0.2
Levy Wealth Management Group
5040
Levy Wealth Management Group
Pennsylvania
$152M +$11.1M +8% 3.39% 21.1% 68 8.82% 0.2
AUA Capital Management
5041
AUA Capital Management
Pennsylvania
$152M +$12M +9% 4.38% 70.2% 379 7.65% 2
Cribstone Capital Management
5042
Cribstone Capital Management
Maine
$152M +$6.06M +4% 3.64% 22.4% 369 14.09% 2.9
Otter Creek Advisors
5043
Otter Creek Advisors
Florida
$152M +$26.4M +21% 12.3% 173% 60 53.33% 0.8
Pavion Blue Capital
5044
Pavion Blue Capital
California
$152M +$5.77M +4% 8.26% 87.8% 92 6.52% 1
Successful Portfolios
5045
Successful Portfolios
Florida
$152M +$12.3M +9% 5.13% 110% 199 10.05% 2.1
Key Financial Inc
5046
Key Financial Inc
Pennsylvania
$152M +$17.4M +13% 6.04% 64.1% 823 10.81% 0.3
Holistic Financial Partners
5047
Holistic Financial Partners
Indiana
$152M +$6.64M +5% 5.14% 95.7% 136 34.56% 1.4
Centennial Wealth Advisory
5048
Centennial Wealth Advisory
Michigan
$151M +$10.3M +7% 2.14% 63% 84 26.19% 0.2
Loveless Wealth Management
5049
Loveless Wealth Management
Montana
$151M +$15.9M +12% 9.85% – 119 2.52% 1.1
Baugh & Associates
5050
Baugh & Associates
Georgia
$151M +$11.2M +8% 8.58% 98.8% 43 11.63% 2.6