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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)
Oakwell Private Wealth Management
5251
Oakwell Private Wealth Management
Texas
$127M – – 14.7% 68.2% 62 – 0
XXEC Inc
5252
XXEC Inc
Oklahoma
$127M +$22.2M +21% 16.7% 30.1% 32 31.25% 0.2
Cordant Inc
5253
Cordant Inc
Oregon
$127M +$8.81M +7% 8.35% 47% 70 22.86% 1
Acorn Wealth Advisors
5254
Acorn Wealth Advisors
Michigan
$127M +$12.9M +11% 11.4% 58.8% 153 20.92% 1.8
Rovin Capital
5255
Rovin Capital
Arizona
$127M +$21.1M +20% 14.1% 63.8% 45 28.89% 0.7
Ridgewood Investments
5256
Ridgewood Investments
New Jersey
$127M -$848K -0.7% 13.8% – 170 0.59% 2.5
PFA
5257
Professional Financial Advisors
Nebraska
$127M +$19.6M +18% 13.1% 59.2% 389 13.11% 0.3
Norris Financial Group
5258
Norris Financial Group
South Carolina
$127M +$8.7M +7% 12.3% 161% 81 30.86% 0.5
RFMS
5259
RWQ Financial Management Services
Florida
$127M – – 19.3% 446% 28 – 0
Signet Investment Advisory Group
5260
Signet Investment Advisory Group
Rhode Island
$127M – – 10.3% 68.2% 213 – 0.6
Concentrum Wealth Management
5261
Concentrum Wealth Management
California
$127M +$21.9M +21% 11.8% 200% 51 25.49% 1.1
Cordasco Financial Network
5262
Cordasco Financial Network
Florida
$127M +$11.7M +10% 14.9% 31.1% 559 10.38% 2.8
Trust Company
5263
Trust Company
Kansas
$127M +$7.65M +6% 11.5% 40.6% 330 15.45% 3.7
SIP
5264
Scott Investment Partners
United Kingdom
$127M – – 16.8% 44% 45 – 0
Spreng Capital Management
5265
Spreng Capital Management
Ohio
$127M +$20.7M +20% 12% 84.4% 101 16.83% 0.8
USA Financial Formulas
5266
USA Financial Formulas
Michigan
$127M -$6M -5% 19.3% 104% 437 44.39% 0.6
7G Capital Management
5267
7G Capital Management
New York
$126M – – 14.2% 137% 5 – 0
Signify Wealth
5268
Signify Wealth
Missouri
$126M – – 13.3% 36.7% 15 – 0
Apexium Financial
5269
Apexium Financial
Texas
$126M +$3.1M +3% 12.9% 89.6% 81 12.35% 0.9
Worth Venture Partners
5270
Worth Venture Partners
New Jersey
$126M +$4.36M +4% 29.2% 98.6% 141 48.23% 0.7
Q3 Asset Management
5271
Q3 Asset Management
Michigan
$126M +$3.24M +3% 12.6% 105% 49 65.31% 0.3
Cohanzick Management
5272
Cohanzick Management
New York
$126M – – 56% 1.18% 68 – 0
CenturyLink Investment Management
5273
CenturyLink Investment Management
Colorado
$126M -$20.9M -14% 13.2% – 1 0% 0.5
OGF
5274
Orin Green Financial
California
$126M – – 18% 59.1% 64 – 0
Keystone Wealth Partners
5275
Keystone Wealth Partners
Arizona
$126M – – 9.64% – 31 – 0