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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)
CAM
5051
Crown Advisors Management
California
$140M -$14.2M -9% 23.2% 251% 47 36.17% 1.3
Matrix Private Capital Group
5052
Matrix Private Capital Group
New York
$139M +$41.2M +42% 14.7% 62.5% 225 28% 0.7
RGM
5053
ROAM Global Management
New York
$139M – – 11.3% – 17 – 0
Successful Portfolios
5054
Successful Portfolios
Florida
$139M +$14.1M +11% 10.3% 110% 185 7.03% 2
Mountaineer Partners Management
5055
Mountaineer Partners Management
New York
$139M +$23.6M +20% 30.4% 129% 22 50% 0.8
Mine & Arao Wealth Creation & Management
5056
Mine & Arao Wealth Creation & Management
California
$139M +$17.7M +15% 11.8% 105% 275 4.73% 0.9
Lansing Management
5057
Lansing Management
New York
$139M +$22.7M +19% 16.6% 76.9% 6 0% 2
Orleans Capital Management
5058
Orleans Capital Management
Louisiana
$139M +$7.94M +6% 11.2% 107% 81 12.35% 0.7
Fusion Capital
5059
Fusion Capital
South Carolina
$139M +$24.1M +21% 11.9% 108% 69 10.14% 0.7
Ranch Capital Advisors
5060
Ranch Capital Advisors
Florida
$139M +$14.5M +12% 11.5% 99.2% 954 9.01% 0.7
Piper Sandler & Co
5061
Piper Sandler & Co
Minnesota
$139M +$5.33M +4% 7.35% 0.05% 30 40% 0.3
Sovereign Financial Group
5062
Sovereign Financial Group
Connecticut
$139M – – 12.6% 98% 137 – 0
Treybourne Wealth Planners
5063
Treybourne Wealth Planners
Indiana
$139M – – 15.1% – 43 – 0
Banyan Capital Management
5064
Banyan Capital Management
Georgia
$139M +$18.9M +16% 16.4% 44.4% 20 10% 1.7
Cape Ann Savings Bank
5065
Cape Ann Savings Bank
Massachusetts
$138M – – 13.9% 82% 89 – 4.1
HCM
5066
Hall Capital Management
Rhode Island
$138M +$12.1M +10% 10.4% – 88 12.5% 4.1
Curi Wealth Management
5067
Curi Wealth Management
North Carolina
$138M – – 13.1% 16.2% 535 – 0
Brown University
5068
Brown University
Rhode Island
$138M -$2.31M -2% 5.29% 40.1% 10 70% 0.3
New Potomac Partners
5069
New Potomac Partners
Maryland
$138M +$12.6M +10% 13.1% 37.2% 129 52.71% 2.6
Ellsworth Advisors
5070
Ellsworth Advisors
Ohio
$138M +$37.8M +38% 10.9% 131% 131 41.22% 0.3
Legacy Bridge
5071
Legacy Bridge
Iowa
$138M +$28.4M +26% 16.7% 236% 296 4.39% 1.6
Swaine & Leidel Wealth Services
5072
Swaine & Leidel Wealth Services
Florida
$138M +$35.3M +34% 13.8% – 65 24.62% 0.9
Goepper Burkhardt
5073
Goepper Burkhardt
South Carolina
$138M – – 10.8% 58.2% 59 – 0
Seelaus Asset Management
5074
Seelaus Asset Management
New Jersey
$138M +$13.4M +11% 13.6% 134% 211 28.91% 1.3
Arbor Trust Wealth Advisors
5075
Arbor Trust Wealth Advisors
Michigan
$138M +$22.2M +19% 14% 68.6% 97 16.49% 0.8