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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)
LSP Investment Advisors
5226
LSP Investment Advisors
New York
$138M -$95.7M -41% 13.1% 79.5% 10 40% 1.2
Caliber Wealth Management (Utah)
5227
Caliber Wealth Management (Utah)
Utah
$138M +$35.7M +35% 1.12% 36.5% 79 18.99% 0.2
Northwest Capital Management
5228
Northwest Capital Management
Oregon
$138M +$3.31M +2% 3.18% 57% 70 11.43% 1.9
Alcosta Capital Management
5229
Alcosta Capital Management
California
$138M +$2.42M +2% 3.75% 175% 29 0% 0.3
Beta Wealth Group
5230
Beta Wealth Group
California
$138M +$21.1M +18% 3.62% 45.4% 65 53.85% 0.4
&Partners
5231
&Partners
Tennessee
$137M +$18.4M +15% 9.35% 78.4% 165 18.79% 1.2
Cordasco Financial Network
5232
Cordasco Financial Network
Florida
$137M +$10.8M +9% 7.9% 31.1% 581 12.56% 2.8
Value Star Asset Management
5233
Value Star Asset Management
Hong Kong
$137M +$27.8M +25% – – 26 53.85% 0.2
Waypoint Wealth Partners
5234
Waypoint Wealth Partners
California
$137M +$9.8M +8% 5.6% 52.1% 41 17.07% 0.2
Rye Brook Capital
5235
Rye Brook Capital
Connecticut
$137M +$22.4M +20% 7.35% 77.2% 35 51.43% 0.2
Carolina Wealth Advisors
5236
Carolina Wealth Advisors
South Carolina
$137M +$12.6M +10% 8.37% 62% 345 35.07% 0.7
C.M. Bidwell & Associates
5237
C.M. Bidwell & Associates
Hawaii
$137M +$15M +12% 9.42% 70.6% 569 28.82% 1.3
Courage Capital Management
5238
Courage Capital Management
Tennessee
$137M +$36.5M +36% 9.12% 86.5% 43 27.91% 1.1
Black Maple Capital Management
5239
Black Maple Capital Management
Wisconsin
$137M +$19.7M +17% 21.7% 35.7% 95 73.68% 0.2
Allegheny Financial Group
5240
Allegheny Financial Group
Pennsylvania
$137M -$49.5M -27% 3.99% 72.7% 140 35% 0.2
Intel Corp
5241
Intel Corp
California
$137M +$36.2M +36% 34.2% 9.79% 3 33.33% 0.3
Seaview Investment Managers
5242
Seaview Investment Managers
Florida
$137M -$6.05M -4% 9.52% 148% 183 79.78% 0.2
GAM
5243
Geier Asset Management
Maryland
$137M +$13.4M +11% 4.53% – 88 10.23% 0.2
RGM
5244
ROAM Global Management
New York
$136M -$2.95M -2% 4.61% – 20 70% 0.2
Apexium Financial
5245
Apexium Financial
Texas
$136M +$9.9M +8% 4.18% 89.6% 81 12.35% 1.1
LPARFS
5246
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$136M +$11.2M +9% 8.21% – 112 66.07% 0.1
Norris Financial Group
5247
Norris Financial Group
South Carolina
$136M +$9.37M +7% 9.25% 142% 98 48.98% 0.5
HM
5248
HCEP Management
Hong Kong
$136M -$38.1M -22% 4.27% 182% 9 55.56% 0.1
Providence Wealth Advisors
5249
Providence Wealth Advisors
Illinois
$136M +$15.7M +13% 7.94% 121% 93 1.08% 2.1
Investment Research & Advisory Group
5250
Investment Research & Advisory Group
Georgia
$136M +$1.39M +1% 4.94% 105% 150 7.33% 1.1