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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)
Iron Horse Wealth Management
5301
Iron Horse Wealth Management
Iowa
$134M +$8.64M +7% 3.59% 29.1% 207 10.63% 0.2
Ramiah Investment Group
5302
Ramiah Investment Group
Wisconsin
$133M +$13M +11% 13% 62.2% 102 38.24% 0.7
Kensington Investment Counsel
5303
Kensington Investment Counsel
California
$133M +$12M +10% 3.9% 81.9% 87 4.6% 0.2
Meridian Financial Partners
5304
Meridian Financial Partners
Virginia
$133M +$3.46M +3% 4.05% 80.8% 75 21.33% 1.4
Carl P. Sherr & Co
5305
Carl P. Sherr & Co
Massachusetts
$133M +$7.44M +6% 4.41% 78.6% 114 9.65% 1.1
Blackhawk Capital Partners
5306
Blackhawk Capital Partners
Wisconsin
$133M +$15.9M +14% 5.43% 92.9% 105 27.62% 1.1
Farmers & Merchants Trust Co of Chambersburg PA
5307
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133M +$7.41M +6% 6.27% 65.5% 311 15.43% 3
SC
5308
Sovarnum Capital
New York
$133M -$10M -7% 14% – 93 52.69% 0.6
Palumbo Wealth Management
5309
Palumbo Wealth Management
New York
$133M +$8.79M +7% 3.3% 115% 107 25.23% 0.2
Somerset Group
5310
Somerset Group
Minnesota
$133M +$7.22M +6% 6.98% 84.6% 76 9.21% 3.8
Moulton Wealth Management
5311
Moulton Wealth Management
Washington
$132M +$8.28M +7% 8.99% 47.8% 41 63.41% 0.3
GCM
5312
Garland Capital Management
Washington
$132M +$14.4M +12% 6.79% 55.7% 31 9.68% 4.9
Concentrum Wealth Management
5313
Concentrum Wealth Management
California
$132M +$5.79M +5% 5.21% 200% 60 30% 1.1
Campion Asset Management
5314
Campion Asset Management
Virginia
$132M – – 8.16% 70.2% 95 – 0
AMAL
5315
Asset Management Advisors LLC
Oklahoma
$132M +$22.4M +20% 12.5% 125% 18 16.67% 3.7
Chronos Wealth Management
5316
Chronos Wealth Management
Florida
$132M +$10.3M +8% 5.22% 92.3% 48 18.75% 1
Founders Circle Capital
5317
Founders Circle Capital
California
$132M -$1.7M -1% 14.1% 28% 6 33.33% 0.2
LDR Capital Management
5318
LDR Capital Management
New York
$132M +$2.28M +2% 13.8% 28.4% 40 67.5% 0.4
DRH Investments
5319
DRH Investments
California
$132M +$6.49M +5% 10.2% 81.2% 18 44.44% 0.7
Truvvo Partners
5320
Truvvo Partners
New York
$132M -$17.5M -12% 1.67% 21.1% 27 14.81% 2
Quad-Cities Investment Group
5321
Quad-Cities Investment Group
Iowa
$132M +$10.1M +8% 4.79% 67.3% 177 16.38% 2
Benjamin Edwards Inc
5322
Benjamin Edwards Inc
Missouri
$132M +$2.64M +2% 5.51% 66.5% 405 15.8% 1.2
EVR Research
5323
EVR Research
Virginia
$131M +$9.12M +7% 25.3% 165% 29 55.17% 0.1
Stone House Capital Management
5324
Stone House Capital Management
Florida
$131M -$17.4M -12% 3.66% 151% 4 25% 2.3
Mork Capital Management
5325
Mork Capital Management
California
$131M -$5.1M -4% 21.8% 61.9% 107 22.43% 2.4