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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)
HBC Financial Services
5226
HBC Financial Services
Washington
$129M +$10.3M +9% 15.2% 12.6% 209 32.54% 0.7
Axis Capital Holdings
5227
Axis Capital Holdings
$129M +$19M +17% 11.9% 76% 3 33.33% 4.1
Benjamin Edwards Inc
5228
Benjamin Edwards Inc
Missouri
$129M +$7.86M +6% 9.63% 72.6% 394 16.24% 1.1
Altus Wealth Management
5229
Altus Wealth Management
Kentucky
$129M +$20.1M +19% 12.1% 73% 35 11.43% 0.7
SVB Investment Services
5230
SVB Investment Services
Utah
$129M +$10.8M +9% 11.4% – 65 10.77% 0.9
Shone Asset Management
5231
Shone Asset Management
California
$129M +$16.6M +15% 13.4% – 42 14.29% 0.6
Wolf Hill Capital Management
5232
Wolf Hill Capital Management
Connecticut
$129M – – 64.6% 343% 21 – 0
LAI
5233
Legal Advantage Investments
California
$128M – – 21.3% 116% 96 – 0
DUMAC Inc
5234
DUMAC Inc
North Carolina
$128M – – 85.6% – 35 – 1.4
KP
5235
Kuvari Partners
United Kingdom
$128M – – 57.6% – 6 – 0
Rain Capital Management
5236
Rain Capital Management
Oregon
$128M -$14.5M -10% 5.26% 18.2% 36 0% 3
Market Street Wealth Management Advisors
5237
Market Street Wealth Management Advisors
Indiana
$128M +$16.4M +15% 16.4% 44% 43 4.65% 1.5
Juniper Investment Company
5238
Juniper Investment Company
New York
$128M +$33.6M +36% 43.4% 358% 12 33.33% 0.9
DIS
5239
Diversified Investment Strategies
Louisiana
$128M +$32M +33% 31.4% 93.8% 43 9.3% 3.1
Loudon Investment Management
5240
Loudon Investment Management
New Hampshire
$128M +$9.7M +8% 12.3% 72.5% 78 8.97% 4.1
Monetta Financial Services
5241
Monetta Financial Services
Illinois
$128M +$9.46M +8% 15% 305% 44 36.36% 2.2
Wealth Management Partners
5242
Wealth Management Partners
Arizona
$128M – – 13.6% 194% 123 – 0
Akaris Global Partners
5243
Akaris Global Partners
New York
$128M +$14M +12% 25% 35% 26 53.85% 0.6
FNWM
5244
Financial Network Wealth Management
Utah
$128M – – 10.3% – 96 – 0
Waypoint Wealth Partners
5245
Waypoint Wealth Partners
California
$128M – – 15% 52.1% 35 – 0
SFMG
5246
Sage Financial Management Group
Virginia
$127M – – 11.4% 51.6% 30 – 0
Hurlow Wealth Management Group
5247
Hurlow Wealth Management Group
Indiana
$127M +$18.2M +17% 12.1% 60.7% 95 9.47% 1.6
CFG
5248
CMC Financial Group
Georgia
$127M +$24.7M +24% 19.2% 102% 30 46.67% 0.9
ForthRight Wealth Management
5249
ForthRight Wealth Management
Georgia
$127M – – 12.7% 50.4% 189 – 0
EGVF
5250
ESA Global Value Fund
Cayman Islands
$127M – – 7.91% – 5 – 0