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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)
Washington University
5151
Washington University
Missouri
$134M – – 20.9% 30.4% 2 – 0
PBF
5152
Petix & Botte Financial
California
$134M +$8.21M +7% 10.3% 51.2% 84 5.95% 0.9
Newport Wealth Strategies
5153
Newport Wealth Strategies
California
$134M -$728K -0.5% 9.71% 51.5% 91 1.1% 1.9
Wiser Wealth Management
5154
Wiser Wealth Management
Georgia
$133M – – 9.1% 53% 27 – 0
Sterneck Capital Management
5155
Sterneck Capital Management
Missouri
$133M +$14.9M +13% 14.5% 61.5% 83 20.48% 3.8
Brown Miller Wealth Management
5156
Brown Miller Wealth Management
Virginia
$133M – – 12.1% 121% 106 – 0
Samalin Investment Counsel
5157
Samalin Investment Counsel
New York
$133M +$21.1M +19% 14.7% 68.3% 235 20% 0.7
Tandem Capital Management
5158
Tandem Capital Management
New Jersey
$133M +$19.8M +18% 19% 128% 83 10.84% 0.8
Lakehouse Capital
5159
Lakehouse Capital
Australia
$133M – – 22.4% 87.4% 14 – 0.6
Kelleher Financial Advisors
5160
Kelleher Financial Advisors
New York
$133M +$12.4M +10% 13.4% 80.3% 112 13.39% 2.8
Bordeaux Wealth Advisors
5161
Bordeaux Wealth Advisors
California
$133M – – 19% 141% 58 – 0
Garrett Wealth Advisory Group
5162
Garrett Wealth Advisory Group
Texas
$133M +$6.51M +5% 11.8% 74.6% 52 17.31% 1.4
Spark Growth Management Partners II
5163
Spark Growth Management Partners II
Massachusetts
$133M – – 25.8% – 1 – 0
Pecaut & Co
5164
Pecaut & Co
Iowa
$133M +$946K +0.7% 15.9% 62.8% 65 21.54% 3.2
Sunburst Financial Group
5165
Sunburst Financial Group
Alabama
$133M +$14.6M +12% 11.4% 55.7% 63 14.29% 0.8
Boyar Asset Management
5166
Boyar Asset Management
New York
$133M +$13.5M +11% 18.3% 87% 78 10.26% 4.4
BRC
5167
BHF RG Capital
Arizona
$133M +$14.4M +12% 9.57% – 36 11.11% 0.7
PHM
5168
Prospect Hill Management
New Jersey
$133M – – 22.8% 119% 16 – 0
Eliot Finkel Investment Counsel
5169
Eliot Finkel Investment Counsel
California
$133M +$20.3M +18% 8.56% 85.5% 28 10.71% 3.4
AWM
5170
Aberdeen Wealth Management
Illinois
$133M +$27.5M +26% 13.2% 73.1% 161 18.63% 0.7
Brightline Capital Management
5171
Brightline Capital Management
Florida
$132M +$50.1M +61% 43% 672% 17 47.06% 0.2
SV
5172
Stilwell Value
New York
$132M +$36.9M +39% 43.7% 87.9% 42 16.67% 2.9
ABP
5173
Arthur B. Page
$132M +$11.9M +10% 11.8% 40.4% 60 8.33% 5.1
CNB Bank
5174
CNB Bank
Pennsylvania
$132M +$13.6M +11% 12.2% 106% 455 18.9% 1.9
Costello Asset Management
5175
Costello Asset Management
Pennsylvania
$132M +$18.6M +16% 10.3% 81.5% 254 12.6% 0.7