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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)
BI
5376
Blooom Inc
Kansas
$128M +$2.72M +2% 1% – 54 27.78% 0.2
Cynosure Group
5377
Cynosure Group
Utah
$128M +$9.8M +8% 7.53% 63% 20 10% 1.4
Fure Financial Corporation
5378
Fure Financial Corporation
Minnesota
$127M -$13.3M -9% 7.12% 59.5% 100 37% 0.5
Prostatis Group
5379
Prostatis Group
Maryland
$127M +$8.01M +7% 3.4% 72.9% 102 33.33% 0.6
Hudson Canyon Capital Management
5380
Hudson Canyon Capital Management
New York
$127M +$1.67M +1% 8.79% 182% 61 9.84% 0.2
Exos Asset Management
5381
Exos Asset Management
New York
$127M +$66.2M +108% 2.59% – 626 89.3% 0
WWMSC
5382
Wagner Wealth Management (South Carolina)
South Carolina
$127M +$22M +21% 5.93% 36.4% 676 70.86% 0.7
Planning Directions
5383
Planning Directions
Pennsylvania
$127M +$3.69M +3% 3.32% 46.3% 63 4.76% 1.1
IVC Wealth Advisors
5384
IVC Wealth Advisors
Pennsylvania
$127M +$22.2M +21% 7.49% 81.9% 132 19.7% 0.2
FengHe Fund Management
5385
FengHe Fund Management
Singapore
$127M -$8.81M -6% 135% 779% 17 47.06% 0.2
Nine Masts Capital
5386
Nine Masts Capital
Hong Kong
$127M +$10.5M +9% 9.3% 88.1% 34 82.35% 0.2
PHM
5387
Prospect Hill Management
New Jersey
$127M -$5.88M -4% 1.33% 119% 19 21.05% 0.2
McLean Asset Management
5388
McLean Asset Management
Virginia
$127M +$13M +11% 6.89% 69.4% 107 13.08% 0.2
F/M Investments
5389
F/M Investments
District of Columbia
$127M +$12M +10% 5.37% 101% 102 56.86% 0.1
Colony Family Offices
5390
Colony Family Offices
North Carolina
$127M +$20.3M +19% 4.08% 53.9% 53 50.94% 0.1
ACT Advisors
5391
ACT Advisors
North Carolina
$127M +$16.2M +15% 2.36% 75.4% 32 12.5% 0.2
Monetta Financial Services
5392
Monetta Financial Services
Illinois
$126M -$1.43M -1% 7.98% 275% 44 22.73% 2.2
DGHMC
5393
Dalton, Greiner, Hartman, Maher & Co
New York
$126M -$348M -73% 19.8% 63% 172 16.86% 2.8
Old North State Trust
5394
Old North State Trust
North Carolina
$126M -$2.83M -2% 5.58% – 483 30.85% 1
Tru Independence Asset Management 2
5395
Tru Independence Asset Management 2
Oregon
$126M +$7.72M +7% 6.1% – 458 80.79% 0.2
Ironwood Wealth Management (West Virginia)
5396
Ironwood Wealth Management (West Virginia)
West Virginia
$126M +$15.4M +14% 6.43% 38.1% 34 23.53% 0.2
Quantedge Capital
5397
Quantedge Capital
Singapore
$126M -$42.8M -25% 15.1% 118% 109 20.18% 0.2
Bank of Marin
5398
Bank of Marin
California
$126M +$7.54M +6% 4.97% 80.3% 132 6.06% 1
CWM
5399
Capital Wealth Management
Rhode Island
$126M +$10.3M +9% 6.23% 51.3% 33 0% 2
RFMS
5400
RWQ Financial Management Services
Florida
$126M -$976K -0.8% 9.32% 446% 41 31.71% 0.2