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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)
PFG Private Wealth Management
5201
PFG Private Wealth Management
Florida
$130M +$15.7M +14% 7.54% 52.6% 49 6.12% 0.8
Cooper/Haims Advisors
5202
Cooper/Haims Advisors
New York
$130M +$9.06M +7% 15.4% 58.8% 70 18.57% 1.7
Broadview Financial Management
5203
Broadview Financial Management
Wisconsin
$130M +$11.7M +10% 15.5% 57.4% 46 4.35% 2.4
Lederer & Associates Investment Counsel
5204
Lederer & Associates Investment Counsel
California
$130M +$10.2M +8% 11.2% 92.7% 87 2.3% 3.2
Americana Partners
5205
Americana Partners
Texas
$130M +$20.3M +18% 15.9% 93.9% 110 26.36% 0.7
Corrado Advisors
5206
Corrado Advisors
New Jersey
$130M +$9.47M +8% 10% 73.1% 99 19.19% 1.9
Penbrook Management
5207
Penbrook Management
New York
$130M +$14.5M +13% 19.4% 107% 105 11.43% 4.3
Arkfeld Wealth Strategies
5208
Arkfeld Wealth Strategies
Nebraska
$130M +$24M +23% 15.5% 90.8% 71 12.68% 0.7
LDR Capital Management
5209
LDR Capital Management
New York
$130M +$29.1M +29% 22% 28.4% 18 22.22% 1
Concord Wealth Partners
5210
Concord Wealth Partners
Virginia
$130M – – 14.7% 71.1% 700 – 0
Roubaix Capital
5211
Roubaix Capital
Colorado
$130M +$44.8M +53% 50.8% 159% 75 61.33% 0.4
Ballew Advisors
5212
Ballew Advisors
Mississippi
$130M +$11.7M +10% 10.9% 68% 117 28.21% 1.6
Privium Fund Management (UK)
5213
Privium Fund Management (UK)
United Kingdom
$130M – – 22.5% 34.4% 46 – 0
FOCUS Wealth Advisors
5214
FOCUS Wealth Advisors
Texas
$130M – – 10.1% 68.7% 35 – 0
WESPAC Advisors
5215
WESPAC Advisors
California
$130M +$48.8M +60% 16.7% 126% 163 60.12% 0.5
Meridian Financial Partners
5216
Meridian Financial Partners
Virginia
$129M +$10.8M +9% 9.29% 80.8% 67 10.45% 1.4
Tuttle Capital Management
5217
Tuttle Capital Management
Connecticut
$129M -$15.7M -11% 12.8% 115% 267 89.89% 0.1
Kozak & Associates
5218
Kozak & Associates
Colorado
$129M – – 13.1% 111% 70 – 0
SummerHaven Investment Management
5219
SummerHaven Investment Management
Connecticut
$129M – – 46.5% 150% 200 – 0
Quantinno Capital Management
5220
Quantinno Capital Management
New York
$129M -$20.2M -13% 25.2% 132% 455 45.71% 0.5
Old North State Trust
5221
Old North State Trust
North Carolina
$129M -$19.3M -13% 10.8% – 495 32.93% 0.6
AFS
5222
Aft Forsyth & Sober
Florida
$129M +$116M +902% 9.56% 107% 61 54.1% 1.8
Brooks Moore & Associates
5223
Brooks Moore & Associates
Tennessee
$129M +$13.1M +11% 11.9% 72.3% 93 9.68% 1.6
Financial Insights
5224
Financial Insights
Washington
$129M +$11.6M +10% 9.75% 82.1% 81 11.11% 1.5
Lugano Financial Advisors SA (LFA)
5225
Lugano Financial Advisors SA (LFA)
Switzerland
$129M +$21.2M +20% 9.57% 51.3% 118 19.49% 1.6