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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)
Foresite Capital Management V
5126
Foresite Capital Management V
California
$135M – – 28.8% 401% 12 – 0
CoreFirst Bank & Trust
5127
CoreFirst Bank & Trust
Kansas
$135M – – 12.9% 61.4% 427 – 0
Investment Research & Advisory Group
5128
Investment Research & Advisory Group
Georgia
$135M +$14.3M +12% 13% 105% 166 19.88% 0.9
Oxinas Partners Wealth Management
5129
Oxinas Partners Wealth Management
Indiana
$135M – – 15.4% 99.4% 117 – 0
TPG Financial Advisors
5130
TPG Financial Advisors
Oregon
$135M +$17.6M +15% 10.7% – 37 2.7% 1.5
Recurrent Investment Advisors
5131
Recurrent Investment Advisors
Texas
$135M +$40.7M +43% 31.9% 99.7% 44 11.36% 0.8
Ferguson Shapiro
5132
Ferguson Shapiro
Georgia
$135M -$11.3M -8% 12.6% 42.7% 36 50% 0.3
Insight Folios
5133
Insight Folios
North Carolina
$135M +$26.7M +25% 21.4% 32.9% 40 2.5% 0.9
Luken Investment Analytics
5134
Luken Investment Analytics
Tennessee
$135M – – 11.6% 51% 109 – 0
Field & Main Bank
5135
Field & Main Bank
Kentucky
$134M +$4.93M +4% 12.3% 107% 205 17.07% 4.5
VIA
5136
Vantis Investment Advisers
Florida
$134M -$76.3M -36% 7.85% 39.6% 28 60.71% 0.2
Key Financial Inc
5137
Key Financial Inc
Pennsylvania
$134M +$36.9M +38% 14.7% 64.1% 755 85.3% 0.1
Northwest Capital Management
5138
Northwest Capital Management
Oregon
$134M +$13.5M +11% 9.32% 57% 67 17.91% 1.8
AlphaCore Capital
5139
AlphaCore Capital
California
$134M +$23.9M +22% 15.7% 91.5% 63 15.87% 0.8
Westhampton Capital
5140
Westhampton Capital
North Carolina
$134M +$11.7M +10% 13.4% 105% 105 4.76% 1.3
Quaero Capital
5141
Quaero Capital
Switzerland
$134M – – 45.2% 62.4% 51 – 0
Friedenthal Financial
5142
Friedenthal Financial
New Jersey
$134M +$9.4M +8% 8.32% 105% 59 32.2% 2.5
AA
5143
Alta Advisers
United Kingdom
$134M +$2.15M +2% 6.56% 129% 4 0% 3.3
Weitzel Financial Services
5144
Weitzel Financial Services
Iowa
$134M – – 9.21% 46.3% 27 – 0
LPWM LLC
5145
LPWM LLC
Minnesota
$134M +$10.8M +9% 13.6% 59.4% 54 9.26% 0.8
Investment Management Associates
5146
Investment Management Associates
Colorado
$134M – – 26% 50.4% 55 – 0
Harbor Group
5147
Harbor Group
New Hampshire
$134M – – 18.6% 43% 53 – 0
Founders Circle Capital
5148
Founders Circle Capital
California
$134M – – 40.5% 28% 5 – 0
SSCM
5149
Summit Street Capital Management
New York
$134M +$20.8M +18% 31.7% 217% 36 5.56% 2.6
Caprin Asset Management
5150
Caprin Asset Management
Virginia
$134M +$1.52M +1% 0.73% 7.87% 19 5.26% 4