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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)
Carolina Wealth Advisors
5301
Carolina Wealth Advisors
South Carolina
$124M +$10.6M +9% 14.9% 62% 262 12.98% 0.7
AIFAIM
5302
American Institute for Advanced Investment Management
Arizona
$124M +$13.1M +12% 10.5% 79.1% 112 15.18% 0.8
RCA
5303
Reitz Capital Advisors
Michigan
$124M +$14.1M +13% 10.7% 11% 52 15.38% 1.2
RHDIC
5304
R.H. Dinel Investment Counsel
California
$124M +$19.6M +19% 12.8% 55.9% 46 4.35% 6.3
WPA
5305
Winning Points Advisors
Florida
$124M +$7.13M +6% 15.4% – 70 12.86% 2.8
Aurora Investment Counsel
5306
Aurora Investment Counsel
Georgia
$124M +$2.9M +2% 25.8% 36.6% 114 3.51% 1
Garrison Point Advisors
5307
Garrison Point Advisors
California
$124M +$14.1M +13% 13.1% 95.4% 140 8.57% 1.6
Sterling Financial Planning
5308
Sterling Financial Planning
New Jersey
$124M – – 17.4% 59.3% 360 – 0
Moulton Wealth Management
5309
Moulton Wealth Management
Washington
$124M +$32.9M +36% 9.17% 47.8% 27 66.67% 0.4
ADE LLC
5310
ADE LLC
Maryland
$124M – – 10.2% 59.8% 328 – 0
Infini Master Fund
5311
Infini Master Fund
Hong Kong
$124M – – 16.1% – 52 – 0
Infini Capital Management
5312
Infini Capital Management
Hong Kong
$124M – – 16.1% – 52 – 0
Palumbo Wealth Management
5313
Palumbo Wealth Management
New York
$124M – – 9.33% 140% 89 – 0
ICMP
5314
Integrated Capital Management (Pennsylvania)
Pennsylvania
$124M +$10M +9% 10.3% 39.7% 58 12.07% 1.1
Kimmeridge Energy Management
5315
Kimmeridge Energy Management
New York
$124M +$61.8M +99% 71.2% 9.48% 3 0% 0.3
Berkeley Inc
5316
Berkeley Inc
Idaho
$124M – – 12.3% 49.4% 78 – 0
SA
5317
Sunesis Advisors
Kansas
$124M +$11.2M +10% 10.6% – 32 0% 2
Legend Financial Advisors
5318
Legend Financial Advisors
Pennsylvania
$123M -$3.01M -2% 21.2% 117% 35 37.14% 0.9
Planning Directions
5319
Planning Directions
Pennsylvania
$123M +$9.9M +9% 8.14% 46.3% 61 8.2% 0.9
Peterson Wealth Management
5320
Peterson Wealth Management
Nevada
$123M +$10.3M +9% 6.77% 88.9% 44 6.82% 0.8
GAM
5321
Geier Asset Management
Maryland
$123M – – 10.7% – 81 – 0
HM
5322
Harvest Management
New York
$123M +$31.8M +35% 26.4% 610% 60 70% 0.7
VCA
5323
VIEX Capital Advisors
Florida
$123M +$18.2M +17% 44.8% 30.6% 21 80.95% 0.6
EVR Research
5324
EVR Research
Virginia
$122M – – 56.7% 155% 18 – 0
BC
5325
Breakline Capital
New York
$122M +$27.7M +29% 22.2% – 54 53.7% 0.5