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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)
Sheets Smith Investment Management
5501
Sheets Smith Investment Management
Texas
$111M – – 19.3% – 58 – 0
First Dallas Securities
5502
First Dallas Securities
Texas
$111M +$21.8M +25% 23.9% 160% 104 25.96% 2.9
CC
5503
Coann Capital
Connecticut
$111M – – 5.89% – 13 – 0
Silicon Hills Wealth Management
5504
Silicon Hills Wealth Management
Texas
$110M +$13.6M +14% 11.8% 30.9% 87 24.14% 0.8
AAF Wealth Management
5505
AAF Wealth Management
Massachusetts
$110M – – 15.2% 75.1% 23 – 0
ACT Advisors
5506
ACT Advisors
North Carolina
$110M – – 11.8% 75.4% 29 – 0
Horizon Financial Services
5507
Horizon Financial Services
North Carolina
$110M +$7.36M +7% 5.33% 42.6% 106 12.26% 0.2
Trinity Financial Advisors
5508
Trinity Financial Advisors
Ohio
$110M – – 13.2% 74.5% 59 – 0
A
5509
Atomvest
Hong Kong
$110M – – 71.9% 90% 2 – 0
JHCM
5510
Juniper Hill Capital Management
California
$110M -$208M -65% 11.2% 33.6% 4 25% 0.8
Tranquilli Financial Advisor
5511
Tranquilli Financial Advisor
New Jersey
$110M – – 12.1% 55.1% 68 – 0
Trinity Wealth Management
5512
Trinity Wealth Management
Pennsylvania
$110M – – 7.06% 56.7% 23 – 0.8
VERITY Wealth Advisors
5513
VERITY Wealth Advisors
United States
$110M +$12M +12% 11% 68.4% 56 12.5% 1.5
AIM
5514
Axiom Investment Management
New York
$110M +$21.6M +24% 28.4% – 156 28.21% 1.1
Corbett Road Capital Management
5515
Corbett Road Capital Management
Virginia
$110M +$4.64M +4% 11.4% – 133 28.57% 0.6
AMAL
5516
Asset Management Advisors LLC
Oklahoma
$110M +$12M +12% 16.9% 125% 20 25% 4.2
Comprehensive Wealth Management
5517
Comprehensive Wealth Management
Washington
$110M – – 0.68% 40.6% 7 – 0
Simplify Asset Management
5518
Simplify Asset Management
Nevada
$110M – – 12.8% 48.4% 31 – 0
VR Advisory Services
5519
VR Advisory Services
Cayman Islands
$110M +$4.78M +5% 62.1% 89.7% 24 37.5% 2.3
Omnia Family Wealth
5520
Omnia Family Wealth
Florida
$110M +$4.76M +5% 7.63% 87.5% 76 11.84% 3.1
Gunma Bank
5521
Gunma Bank
Japan
$110M -$16.6M -13% 11.2% 24.5% 21 42.86% 1.8
Value Star Asset Management
5522
Value Star Asset Management
Hong Kong
$110M – – – – 19 – 0
Lokken Investment Group
5523
Lokken Investment Group
Delaware
$110M – – 11% 65.3% 104 – 0
Sandbox Financial Partners
5524
Sandbox Financial Partners
Maryland
$109M – – 11.5% 69.6% 69 – 0
Midwest Wealth Management
5525
Midwest Wealth Management
Indiana
$109M – – 17% – 93 – 0