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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)
Mitchell & Pahl Private Wealth
5376
Mitchell & Pahl Private Wealth
Oklahoma
$119M – – 13.9% 82.3% 147 – 0
GoalVest Advisory
5377
GoalVest Advisory
New York
$119M – – 13.4% 94.8% 217 – 0
SAM
5378
Stenahm Asset Management
Guernsey
$119M – – 17.3% – 23 – 0
Bank of Marin
5379
Bank of Marin
California
$119M +$21.5M +22% 12.7% 94.6% 132 16.67% 0.8
Smart Money Group
5380
Smart Money Group
Texas
$119M -$113M -49% 12.5% 58.6% 93 46.24% 1.5
Tru Independence Asset Management 2
5381
Tru Independence Asset Management 2
Oregon
$119M – – 13.6% – 442 – 0
Camarda Financial Advisors
5382
Camarda Financial Advisors
Florida
$119M +$36.3M +44% 17.3% 196% 80 61.25% 1.1
LFGH
5383
Lee Financial Group Hawaii
Hawaii
$119M -$1.82M -2% 15.9% 12.9% 51 37.25% 1
Wolff Wiese Magana
5384
Wolff Wiese Magana
California
$118M – – 12.2% 149% 707 – 0
Kinloch Capital
5385
Kinloch Capital
Virginia
$118M – – 13.8% 63.4% 229 – 0
WWS
5386
Wellington Wealth Strategies
Indiana
$118M – – 12.8% – 93 – 0
Merrion Investment Management
5387
Merrion Investment Management
New Jersey
$118M – – 19.2% 161% 259 – 0
RCM
5388
RVB Capital Management
New York
$118M +$11.6M +11% 13.6% 10.4% 45 55.56% 0.3
Prosperity Planning
5389
Prosperity Planning
Missouri
$118M – – 11.8% 43.5% 73 – 0
GCM
5390
Garland Capital Management
Washington
$118M +$5.98M +5% 11.5% 55.7% 30 6.67% 5.1
Stegner Investment Associates
5391
Stegner Investment Associates
Kentucky
$118M +$16M +16% 15% 84.8% 22 9.09% 0.2
Members Capital Advisors Inc
5392
Members Capital Advisors Inc
Wisconsin
$118M +$11.5M +11% 7.76% – 54 9.26% 0.8
RiverGlades Family Offices
5393
RiverGlades Family Offices
Florida
$118M +$13.2M +13% 11.5% – 74 9.46% 1.4
Cynosure Group
5394
Cynosure Group
Utah
$118M +$22.1M +23% 16.1% 63% 18 16.67% 1.3
Bennett Selby Investments
5395
Bennett Selby Investments
Maine
$118M – – 12.8% 82.1% 49 – 0
American Asset Management
5396
American Asset Management
Florida
$117M +$69.6M +145% 2.85% 42.5% 8 25% 3.5
Ascendant Capital Management
5397
Ascendant Capital Management
California
$117M – – 18% – 81 – 0
Diversified
5398
Diversified
Delaware
$117M – – 14.1% 34.4% 351 – 0
SCA
5399
Strategic Capital Advisers
Colorado
$117M +$10.8M +10% 10.4% 51.4% 51 1.96% 2.1
Pointe Capital Management
5400
Pointe Capital Management
Michigan
$117M +$2.88M +3% 12.2% 62.6% 144 12.5% 2.9