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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)
Jacob Asset Management of New York
5176
Jacob Asset Management of New York
California
$132M – – 43.5% 22.7% 68 – 0.9
Harbert Fund Advisors
5177
Harbert Fund Advisors
Alabama
$132M +$50.2M +61% 33% 70.8% 22 40.91% 1
Guardian Investment Management
5178
Guardian Investment Management
California
$132M +$17.2M +15% 13.5% 103% 59 11.86% 4.2
Benchmark Wealth Management
5179
Benchmark Wealth Management
Connecticut
$132M +$5.12M +4% 9.22% 42.7% 50 12% 0.9
Adaptive Financial Consulting
5180
Adaptive Financial Consulting
Ohio
$132M +$4.7M +4% 7% 37% 18 5.56% 1
Phoenix Wealth Advisors
5181
Phoenix Wealth Advisors
North Carolina
$132M – – 16.3% 68.8% 343 – 0
Walled Lake Planning & Wealth Management
5182
Walled Lake Planning & Wealth Management
Illinois
$132M +$8.32M +7% 11.8% 62.6% 365 4.66% 0.9
Seneca Financial Advisors
5183
Seneca Financial Advisors
New York
$132M – – 12.9% 50.9% 37 – 0
Palmer Knight Company
5184
Palmer Knight Company
Florida
$131M +$33.5M +34% 20.1% 90.5% 27 11.11% 1.5
Powell Investment Advisors
5185
Powell Investment Advisors
Florida
$131M +$14.9M +13% 16.1% 82.4% 123 17.89% 0.9
CL
5186
COWA LLC
Oklahoma
$131M – – 14.6% 67.7% 379 – 0
Northeast Financial Group
5187
Northeast Financial Group
Pennsylvania
$131M – – 12.9% 31.6% 45 – 0
RCA
5188
Rex Capital Advisors
Rhode Island
$131M +$13.5M +11% 17.4% 7.31% 22 13.64% 2.9
ECM
5189
EMC Capital Management
Texas
$131M – – 26.1% – 100 – 0
Cox Capital Management
5190
Cox Capital Management
Massachusetts
$131M +$17.9M +16% 12.7% 106% 89 14.61% 1.7
Burrage Capital Management
5191
Burrage Capital Management
Massachusetts
$131M +$4.53M +4% 28.7% – 34 47.06% 0.6
Evolutionary Tree Capital Management
5192
Evolutionary Tree Capital Management
Virginia
$131M – – 34.7% 155% 41 – 0
Fortis Capital Management
5193
Fortis Capital Management
Washington
$131M +$5.21M +4% 8.06% 111% 130 72.31% 0.3
SC
5194
Steph & Co
Wisconsin
$131M +$24.1M +23% 14.9% 61.6% 240 8.75% 0.8
Solas Capital Management
5195
Solas Capital Management
Connecticut
$131M +$26.7M +26% 37.3% 62.5% 30 20% 1
Birch Capital Management
5196
Birch Capital Management
Texas
$131M +$16M +14% 10.3% 62% 106 24.53% 0.9
Compass Advisory Group
5197
Compass Advisory Group
New York
$131M – – 8.46% 54.8% 39 – 0
Stonepine Capital Management
5198
Stonepine Capital Management
Oregon
$131M +$34.5M +36% 37.4% 321% 24 37.5% 1.2
IFS Advisors
5199
IFS Advisors
Kansas
$131M – – 8.34% 54.2% 178 – 0
FIM
5200
FWL Investment Management
Texas
$131M – – 20.3% 165% 48 – 0