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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)
Ranch Capital Advisors
5051
Ranch Capital Advisors
Florida
$151M +$12.4M +9% 6.03% 99.2% 963 12.15% 0.9
Capstone Triton Financial Group
5052
Capstone Triton Financial Group
Oklahoma
$151M -$12M -7% 3.79% – 351 66.95% 0.2
Constitution Capital
5053
Constitution Capital
Connecticut
$151M +$10.7M +8% 3.37% 91.1% 64 14.06% 0.2
Hixon Zuercher
5054
Hixon Zuercher
Ohio
$151M +$7.67M +5% 1.96% 101% 60 10% 1
Banyan Capital Management
5055
Banyan Capital Management
Georgia
$151M +$12.2M +9% 10.7% 44.4% 21 9.52% 1.9
Northeast Financial Group
5056
Northeast Financial Group
Pennsylvania
$151M +$19.5M +15% 6.69% 31.6% 50 16% 0.2
Sustainable Insight Capital Management
5057
Sustainable Insight Capital Management
New York
$150M +$3.75M +3% 9.14% 168% 134 33.58% 0.9
SAMT
5058
Select Asset Management & Trust
Pennsylvania
$150M +$25.1M +20% 6.58% 68.4% 76 31.58% 2.6
LAM
5059
Lountzis Asset Management
Pennsylvania
$150M +$13.9M +10% 13.9% 124% 82 8.54% 0.7
Mad River Investors
5060
Mad River Investors
Massachusetts
$150M +$48.2M +47% 70% 169% 23 0% 4.3
Mine & Arao Wealth Creation & Management
5061
Mine & Arao Wealth Creation & Management
California
$150M +$10.7M +8% 4.54% 105% 281 7.12% 1.1
Red Cedar Capital
5062
Red Cedar Capital
Nebraska
$150M +$12.9M +9% 8.93% 43% 156 11.54% 2.7
Compass Advisory Group
5063
Compass Advisory Group
New York
$150M +$19.1M +15% 2.98% 49.2% 45 20% 0.2
Arbor Trust Wealth Advisors
5064
Arbor Trust Wealth Advisors
Michigan
$150M +$12M +9% 6.17% 63.8% 99 8.08% 1
Capital Wealth Alliance
5065
Capital Wealth Alliance
Arizona
$150M +$13M +9% 5.71% 124% 143 23.78% 0.7
AlphaCore Capital
5066
AlphaCore Capital
California
$150M +$15.4M +11% 6.4% 91.5% 67 34.33% 1
Newman & Schimel
5067
Newman & Schimel
Illinois
$150M +$29.2M +24% 5.31% – 49 10.2% 0.2
FSA Wealth Management
5068
FSA Wealth Management
Massachusetts
$149M -$50.5M -25% 5.06% – 273 83.88% 1.2
Alan N. Hoffman Investment Management
5069
Alan N. Hoffman Investment Management
Massachusetts
$149M -$7.52M -5% 3.7% 114% 13 23.08% 0.2
Brendel Financial Advisors
5070
Brendel Financial Advisors
New Hampshire
$149M +$2.26M +2% 10.3% 139% 98 31.63% 1.2
RP
5071
RBS Partners
Florida
$149M -$105M -41% 27.3% 210% 3 33.33% 7.3
Brooktree Capital Management
5072
Brooktree Capital Management
Michigan
$149M +$13.4M +10% 14.6% 92.6% 46 17.39% 1.1
Catawba River Capital
5073
Catawba River Capital
South Carolina
$149M +$4.15M +3% 4.93% 89.5% 34 26.47% 0.6
Spark Investment Management
5074
Spark Investment Management
New York
$149M +$28M +23% 5.88% 459% 63 46.03% 0.6
Samalin Investment Counsel
5075
Samalin Investment Counsel
New York
$149M +$15.9M +12% 7.01% 68.3% 249 18.07% 0.8