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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)
Paces Ferry Wealth Advisors
5526
Paces Ferry Wealth Advisors
Georgia
$109M -$5.45M -5% 14.7% 72% 1,322 91.3% 0.3
STC
5527
Sarah T. Connolly
$109M – – 11.5% 35% 88 – 0
Boardman Bay Capital Management
5528
Boardman Bay Capital Management
New York
$109M +$11.9M +12% 35.4% 145% 87 58.62% 0.8
Mosaic Advisors
5529
Mosaic Advisors
Texas
$109M – – 12.6% 50.9% 29 – 0
Financial Gravity Asset Management
5530
Financial Gravity Asset Management
Texas
$109M – – 12.3% – 727 – 1.9
Round Rock Advisors
5531
Round Rock Advisors
Connecticut
$109M – – 15.2% 94.6% 55 – 0
Millennium TVP Management
5532
Millennium TVP Management
New York
$109M -$18.2M -14% 9.8% – 5 0% 4.9
LifeSteps Financial
5533
LifeSteps Financial
California
$109M +$14.2M +15% 13.2% 98.4% 87 13.79% 0.8
FIG
5534
Freed Investment Group
Massachusetts
$109M – – 13.6% – 16 – 0
NED
5535
Nancy E. Dempze
$109M +$10.3M +10% 12.2% 94.5% 67 5.97% 3.8
Vanguard Capital Wealth Advisors
5536
Vanguard Capital Wealth Advisors
Colorado
$109M – – 22.8% 234% 145 – 1.4
McGinn Penninger Investment Management
5537
McGinn Penninger Investment Management
Virginia
$109M – – 16.8% 71.6% 33 – 0
Everhart Financial Group
5538
Everhart Financial Group
Ohio
$108M – – 15.4% 123% 80 – 0
High Pines Wealth Management
5539
High Pines Wealth Management
Massachusetts
$108M – – 12.5% 28.3% 40 – 0
EL
5540
EQ LLC
Washington
$108M – – 14.6% 80% 48 – 0
Chicago Wealth Management
5541
Chicago Wealth Management
Illinois
$108M +$19.6M +22% 17.9% 134% 32 31.25% 0.5
Nierenberg Investment Management Company
5542
Nierenberg Investment Management Company
Washington
$108M – – 29.7% 127% 32 – 0.4
FA
5543
Financial Advantage
Maryland
$108M +$2.7M +3% 15.2% 24.3% 123 13.82% 2.2
Element Wealth
5544
Element Wealth
Mississippi
$108M +$14.4M +15% 16.4% 64.5% 160 17.5% 0.7
AllGen Financial Advisors
5545
AllGen Financial Advisors
Florida
$108M – – 7.73% 39.7% 32 – 0
CM
5546
CM Management
Florida
$108M – – 38.2% 107% 80 – 0
HPS Investment Partners
5547
HPS Investment Partners
New York
$108M – – 41.4% 55.9% 8 – 0.4
Sterling Manor Financial
5548
Sterling Manor Financial
New York
$108M – – 20.3% – 74 – 0
Sloane Robinson
5549
Sloane Robinson
United Kingdom
$108M -$36M -25% 11.8% 175% 23 47.83% 1.2
ECT
5550
Ebor Charitable Trust
Wyoming
$108M +$11.1M +12% 14.7% 66.1% 2 0% 1