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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)
Gunderson Capital Management
5251
Gunderson Capital Management
South Carolina
$136M -$16.8M -11% 18.1% 961% 82 90.24% 0.3
New Potomac Partners
5252
New Potomac Partners
Maryland
$136M -$2.14M -2% 3.93% 37.2% 64 7.81% 2.7
SIP
5253
Scott Investment Partners
United Kingdom
$136M +$9.49M +7% 5.96% 44% 46 4.35% 0.2
PI
5254
Pachira Investments
California
$136M +$31.5M +30% 7.34% 82.3% 25 16% 1.5
Newbridge Financial Services Group
5255
Newbridge Financial Services Group
Florida
$136M +$14.5M +12% 7.07% 189% 1,459 30.71% 0.4
Briaud Financial Planning
5256
Briaud Financial Planning
Texas
$136M -$20.7M -13% 1.84% 113% 25 28% 0.7
Birch Capital Management
5257
Birch Capital Management
Texas
$136M +$4.83M +4% 3.57% 62% 86 9.3% 1.1
Friedenthal Financial
5258
Friedenthal Financial
New Jersey
$136M +$1.76M +1% 3.03% 105% 63 42.86% 2.4
FOCUS Wealth Advisors
5259
FOCUS Wealth Advisors
Texas
$136M +$6.25M +5% 3.25% 68.7% 37 8.11% 0.2
North Run Capital
5260
North Run Capital
Massachusetts
$136M +$49.7M +58% 27% 19.4% 24 54.17% 1.5
WFWM
5261
Wechter Feldman Wealth Management
New Jersey
$136M +$451K +0.3% 3.04% 53.8% 26 3.85% 2.5
Aurora Investment Counsel
5262
Aurora Investment Counsel
Georgia
$136M +$11.3M +9% 13.3% 31.7% 129 29.46% 1.1
SIH MPH Rollover
5263
SIH MPH Rollover
New York
$135M -$59.6M -31% 30.5% – 1 0% 0.3
Values First Advisors
5264
Values First Advisors
Tennessee
$135M +$10M +8% 7.84% 87.6% 153 13.07% 1
Financial Insights
5265
Financial Insights
Washington
$135M +$6.37M +5% 4.36% 82.1% 82 6.1% 1.7
PBF
5266
Petix & Botte Financial
California
$135M +$1.76M +1% 3.54% 47.5% 82 9.76% 1.1
RCA
5267
Reitz Capital Advisors
Michigan
$135M +$11M +9% 4.28% 11% 54 20.37% 1.3
Your Advocates Ltd
5268
Your Advocates Ltd
Texas
$135M -$634K -0.5% 3.35% 53.6% 168 29.76% 0.8
McGinn Penninger Investment Management
5269
McGinn Penninger Investment Management
Virginia
$135M +$26.6M +25% 12.2% 71.6% 41 19.51% 0.2
Clearstead Trust
5270
Clearstead Trust
Maine
$135M -$33.1M -20% 6.86% 124% 188 51.06% 3.4
Corrado Advisors
5271
Corrado Advisors
New Jersey
$135M +$5.21M +4% 4.51% 73.1% 97 12.37% 2
JVL Associates
5272
JVL Associates
Michigan
$135M +$9.3M +7% 6.69% 81% 38 5.26% 2.5
Omnia Family Wealth
5273
Omnia Family Wealth
Florida
$135M +$25.2M +23% 3.01% 80.6% 79 25.32% 3.1
SC
5274
Samjo Capital
New York
$135M +$17.6M +15% 27.4% 89.1% 22 27.27% 0.2
Benchmark Wealth Management
5275
Benchmark Wealth Management
Connecticut
$135M +$2.97M +2% 4.44% 42.7% 47 10.64% 1.1