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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)
Wealth Management Resources
5576
Wealth Management Resources
Rhode Island
$155M – – 5.34% 37.7% 48 – 0
Treynor Bancshares
5577
Treynor Bancshares
Iowa
$155M – – 4.33% 3.35% 80 – 0
CMG Global Holdings
5578
CMG Global Holdings
Texas
$155M +$21.4M +16% 9.95% 80.8% 88 7.95% 0.7
IVC Wealth Advisors
5579
IVC Wealth Advisors
Pennsylvania
$155M +$10.1M +7% 7.99% 81.9% 144 11.81% 0.9
Consolidated Planning Corp
5580
Consolidated Planning Corp
Georgia
$155M +$1.22M +0.8% 9.63% 84.6% 506 87.55% 1.4
Birchview Capital
5581
Birchview Capital
Vermont
$155M +$8.11M +6% 4.03% 327% 70 12.86% 2.3
Watchtower Advisors
5582
Watchtower Advisors
Connecticut
$155M – – 13.9% 384% 18 – 0
PI
5583
Pachira Investments
California
$155M +$14.4M +10% 7.24% 82.3% 33 9.09% 1.8
Wolff Wiese Magana
5584
Wolff Wiese Magana
California
$155M +$13M +9% 10.1% 149% 887 11.61% 0.8
Libra Wealth
5585
Libra Wealth
California
$155M – – 3.83% 58.2% 28 – 0
Benchmark Wealth Management
5586
Benchmark Wealth Management
Connecticut
$155M +$12.5M +9% 6.37% 42.7% 48 6.25% 1.7
SV Health Investors
5587
SV Health Investors
Massachusetts
$155M -$49.7M -24% 14.5% 97.4% 9 44.44% 3
CoreFirst Bank & Trust
5588
CoreFirst Bank & Trust
Kansas
$155M +$10.3M +7% 11.6% 61.4% 448 6.92% 1
Otter Creek Advisors
5589
Otter Creek Advisors
Florida
$155M -$33.7M -18% 6.53% 173% 55 52.73% 0.7
New Potomac Partners
5590
New Potomac Partners
Maryland
$154M +$9.5M +7% 7.98% 37.2% 67 13.43% 3.2
McNaughton Wealth Management
5591
McNaughton Wealth Management
California
$154M +$13M +9% 4.8% 55.6% 51 7.84% 1.6
Byrne Asset Management
5592
Byrne Asset Management
New Jersey
$154M – – 9.09% 126% 531 – 0
SFI
5593
Sonic Fund II
Hawaii
$154M -$22.6M -13% 6.55% 119% 32 28.13% 1.2
Consilium Wealth Advisory
5594
Consilium Wealth Advisory
Texas
$154M – – 8.43% 126% 87 – 0
INCA Investments
5595
INCA Investments
Florida
$154M -$61.7M -29% 0.99% 120% 10 20% 4
Highview Capital Management
5596
Highview Capital Management
Illinois
$154M – – 12.6% 123% 104 – 0
Rho Capital Partners
5597
Rho Capital Partners
New York
$154M -$25.3M -14% 12.1% – 5 0% 3.5
EGVF
5598
ESA Global Value Fund
Cayman Islands
$154M +$5.42M +4% 3.76% – 5 0% 1
Affinia Financial Group
5599
Affinia Financial Group
Massachusetts
$154M -$2.8M -2% 8.59% 37.5% 34 11.76% 1.3
Ranch Capital Advisors
5600
Ranch Capital Advisors
Florida
$154M -$6.33M -4% 11.2% 92.6% 654 75.99% 1.7