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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)
RCA
5201
Rex Capital Advisors
Rhode Island
$140M +$9.1M +7% 8.8% 7.31% 26 38.46% 3
Western Standard LLC
5202
Western Standard LLC
California
$140M +$52.9M +61% 9.96% 79.1% 37 37.84% 0.8
Sterling Financial Planning
5203
Sterling Financial Planning
New Jersey
$140M +$16M +13% 8.75% 59.3% 394 11.42% 0.2
BCK Partners
5204
BCK Partners
New York
$140M +$25.3M +22% 5.17% 46% 28 14.29% 0.2
Juniper Investment Company
5205
Juniper Investment Company
New York
$140M +$12.1M +9% 15.4% 358% 12 16.67% 1.1
Private Wealth Group
5206
Private Wealth Group
Florida
$140M +$19.9M +17% 5.9% 52.9% 39 23.08% 1.4
Colorado Capital Management
5207
Colorado Capital Management
Colorado
$140M +$2.4M +2% 4.06% 60.4% 74 1.35% 4.1
Tabor Asset Management
5208
Tabor Asset Management
New York
$140M +$27.1M +24% 31.1% 214% 40 52.5% 0.1
Pratt Collard Advisory Partners
5209
Pratt Collard Advisory Partners
New York
$140M +$2.4M +2% 4.77% 91.7% 102 8.82% 2.5
Camarda Financial Advisors
5210
Camarda Financial Advisors
Florida
$140M +$21.1M +18% 8.99% 196% 101 52.48% 0.8
Prince Street Capital Management
5211
Prince Street Capital Management
New York
$140M -$59.9M -30% 6.84% 302% 23 47.83% 0.9
Banta Asset Management
5212
Banta Asset Management
California
$140M -$125K -0.1% 5.77% – 23 52.17% 1
Acorn Wealth Advisors
5213
Acorn Wealth Advisors
Michigan
$139M +$12.5M +10% 5.67% 58.8% 166 13.86% 1.8
Global Financial Private Client
5214
Global Financial Private Client
Florida
$139M +$13.5M +11% 5.41% 100% 595 9.24% 0.9
Loudon Investment Management
5215
Loudon Investment Management
New Hampshire
$139M +$11.5M +9% 10.8% 72.5% 80 7.5% 4.1
Field & Main Bank
5216
Field & Main Bank
Kentucky
$139M +$5.02M +4% 4.71% 107% 205 14.15% 4.8
Curran Financial Partners
5217
Curran Financial Partners
South Carolina
$139M +$22.5M +19% 3.22% 53.5% 65 21.54% 0.2
Penbrook Management
5218
Penbrook Management
New York
$139M +$9.13M +7% 18.4% 107% 107 14.02% 4.3
Trust Company
5219
Trust Company
Kansas
$139M +$12.2M +10% 6.42% 40.6% 347 20.17% 3.3
Hurlow Wealth Management Group
5220
Hurlow Wealth Management Group
Indiana
$139M +$11.3M +9% 5.04% 60.7% 100 11% 1.8
JI
5221
Jeereddi Investments
California
$139M +$16.6M +14% 11.1% 37.7% 57 17.54% 0.9
Pecaut & Co
5222
Pecaut & Co
Iowa
$139M +$5.73M +4% 14.9% 62.8% 61 11.48% 3.2
Anabranch Capital Management
5223
Anabranch Capital Management
Connecticut
$138M -$24.3M -15% 6.65% 139% 7 28.57% 0.2
Masterton Capital Management
5224
Masterton Capital Management
New York
$138M +$12.2M +10% 8.16% 1.94% 23 43.48% 0.2
Arias Resource Capital
5225
Arias Resource Capital
Cayman Islands
$138M -$144M -51% 5.12% 81.3% 1 0% 3.3