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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)
F/M Investments
5451
F/M Investments
District of Columbia
$115M – – 14.9% 107% 63 – 0
CCA
5452
Covey Capital Advisors
Georgia
$114M +$18.9M +20% 22.4% 118% 32 3.13% 2.6
Long Corridor Asset Management
5453
Long Corridor Asset Management
Hong Kong
$114M – – 1.05% 75.4% 11 – 0
Trustco Bank (New York)
5454
Trustco Bank (New York)
New York
$114M +$30.2M +36% 15.9% 131% 72 9.72% 4.2
swisspartners
5455
swisspartners
Liechtenstein
$114M – – 21.7% – 76 – 0
Verger Capital Management
5456
Verger Capital Management
North Carolina
$114M +$2.56M +2% 9.99% 58.3% 14 7.14% 4.1
Strategic Financial Planning
5457
Strategic Financial Planning
Texas
$114M +$18M +19% 15.9% 47.5% 32 9.38% 0.9
Catalyst Private Wealth
5458
Catalyst Private Wealth
California
$114M +$11.1M +11% 25.3% 120% 313 82.11% 0.2
OCP
5459
OCO Capital Partners
New York
$114M +$8.43M +8% 43.2% 679% 5 40% 0.6
Solitude Financial Services
5460
Solitude Financial Services
Virginia
$114M – – 13.9% 62.4% 40 – 0
Adirondack Retirement Specialists
5461
Adirondack Retirement Specialists
New York
$114M – – 19% 13.1% 21 – 0
McLean Asset Management
5462
McLean Asset Management
Virginia
$114M – – 16.9% 69.4% 95 – 0
ACON Equity Management
5463
ACON Equity Management
District of Columbia
$114M +$50.2M +79% 79.3% 32.1% 1 0% 3
swisspartners Advisors
5464
swisspartners Advisors
Switzerland
$114M +$40M +54% 22% 75.9% 22 22.73% 0.7
Fortis Advisors
5465
Fortis Advisors
Pennsylvania
$113M +$6.22M +6% 10.8% 74.4% 198 23.23% 1.9
P.A.W. Capital
5466
P.A.W. Capital
Connecticut
$113M +$21.5M +23% 57% 30.2% 66 19.7% 3.5
Pacific Financial Group
5467
Pacific Financial Group
Washington
$113M -$14.1M -11% 14.6% 61.1% 142 66.2% 3.7
Penn Mutual Asset Management
5468
Penn Mutual Asset Management
Pennsylvania
$113M +$42.3M +60% 12.5% 32% 77 36.36% 0.5
GCM
5469
Granby Capital Management
Florida
$113M – – 14% 50% 21 – 0
LA
5470
Latitude Advisors
Florida
$113M – – 11.8% 79.6% 136 – 0
Security National Bank of So Dak
5471
Security National Bank of So Dak
Iowa
$113M +$13.8M +14% 12.3% 67.7% 89 8.99% 4.2
Brown Financial Advisory
5472
Brown Financial Advisory
Alabama
$113M – – 12.8% 73.2% 27 – 0
Safeguard Investment Advisory Group
5473
Safeguard Investment Advisory Group
California
$113M – – 12.9% 84.3% 811 – 0
Vaughan & Co Securities
5474
Vaughan & Co Securities
New Jersey
$113M +$17M +18% 18.9% 70.7% 52 5.77% 0.9
Tabor Asset Management
5475
Tabor Asset Management
New York
$113M – – 29.3% 204% 27 – 0