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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)
Highland Capital Management (Texas)
5351
Highland Capital Management (Texas)
Texas
$129M +$33.7M +35% 1.64% – 11 45.45% 3.2
Trinity Financial Advisors
5352
Trinity Financial Advisors
Ohio
$129M +$19M +17% 6.84% 74.5% 61 26.23% 0.2
Navis Wealth Advisors
5353
Navis Wealth Advisors
New York
$129M +$18.4M +17% 5.94% 107% 184 52.17% 0.2
Tatro Capital
5354
Tatro Capital
Kentucky
$129M +$21.8M +20% 4.7% – 109 36.7% 0.6
Signet Investment Advisory Group
5355
Signet Investment Advisory Group
Rhode Island
$129M +$2.38M +2% 5.83% 68.2% 217 65.9% 1.8
Mitchell & Pahl Private Wealth
5356
Mitchell & Pahl Private Wealth
Oklahoma
$129M +$10M +8% 7.05% 82.3% 152 4.61% 0.2
Wealth Dimensions Group
5357
Wealth Dimensions Group
Ohio
$129M +$13M +11% 5.97% 63.6% 121 9.92% 0.2
Garrison Point Advisors
5358
Garrison Point Advisors
California
$129M +$4.5M +4% 6.17% 95.4% 142 2.82% 1.8
Broadview Financial Management
5359
Broadview Financial Management
Wisconsin
$129M -$1.68M -1% 7.02% 57.4% 46 4.35% 2.7
Bay Rivers Group
5360
Bay Rivers Group
Virginia
$129M +$9.25M +8% 4.44% 166% 75 12% 0.9
Bennett Selby Investments
5361
Bennett Selby Investments
Maine
$129M +$11.1M +9% 3.19% 82.1% 53 11.32% 0.2
DIS
5362
Diversified Investment Strategies
Louisiana
$129M +$699K +0.5% 16.8% 93.8% 43 6.98% 3.2
Phoenix Wealth Advisors
5363
Phoenix Wealth Advisors
North Carolina
$129M -$3.09M -2% 3.87% 68.8% 370 10.27% 0.2
Blueprint Investment Partners
5364
Blueprint Investment Partners
North Carolina
$128M +$128M +103,866% 4.51% 91.9% 70 30% 0.6
Jentner Corp
5365
Jentner Corp
Ohio
$128M +$26.6M +26% 1.47% 38.9% 30 13.33% 3.1
Nierenberg Investment Management Company
5366
Nierenberg Investment Management Company
Washington
$128M +$20.2M +19% 33% 135% 38 28.95% 0.6
Planned Solutions
5367
Planned Solutions
California
$128M +$3.2M +3% 6.72% 68.3% 467 87.15% 0.5
Wolff Wiese Magana
5368
Wolff Wiese Magana
California
$128M +$9.47M +8% 3.59% 149% 786 13.36% 0.2
Corundum Group
5369
Corundum Group
Colorado
$128M +$7.94M +7% 7.3% 89.5% 95 6.32% 2.5
One Plus One Wealth Management
5370
One Plus One Wealth Management
Florida
$128M – – 5.51% 71.9% 95 – 0
IFS Advisors
5371
IFS Advisors
Kansas
$128M -$2.8M -2% 4.52% 54.2% 182 89.01% 0.2
McCarthy Asset Management
5372
McCarthy Asset Management
California
$128M +$7.24M +6% 5.51% – 449 25.39% 0.2
MAS
5373
Madden Advisory Services
Florida
$128M +$8.65M +7% 4.03% 58.4% 73 10.96% 4.4
CAM
5374
Crown Advisors Management
California
$128M -$11.9M -8% 14.2% 284% 40 17.5% 1.4
Must Asset Management
5375
Must Asset Management
South Korea
$128M -$12.3M -9% 12.1% 65.2% 40 40% 0.2