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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)
Mitchell Sinkler & Starr
5601
Mitchell Sinkler & Starr
Pennsylvania
$105M +$6.37M +6% 12.2% 85.6% 100 10% 4.3
Altus Wealth Group
5602
Altus Wealth Group
Colorado
$105M – – 12.5% 76.7% 856 – 0
PI
5603
Pachira Investments
California
$105M +$27.8M +36% 14.3% 82.3% 26 42.31% 1.6
Ivy Lane Capital Management
5604
Ivy Lane Capital Management
Florida
$104M – – 21.5% 101% 8 – 0
Divergent Planning
5605
Divergent Planning
Maryland
$104M – – 12% 43.3% 15 – 0
Mangham Associates
5606
Mangham Associates
Virginia
$104M +$11.1M +12% 11.9% 24.4% 5 0% 1.9
Addison Advisors
5607
Addison Advisors
Vermont
$104M – – 12.5% 54.5% 390 – 0
Linden Rose Investment
5608
Linden Rose Investment
Texas
$104M – – 90.3% – 6 – 0
Mantle Ridge LP
5609
Mantle Ridge LP
New York
$104M +$32.5M +45% 45.4% 44.2% 1 0% 1.3
Sound Point Capital Management
5610
Sound Point Capital Management
New York
$104M +$36.8M +55% 29.1% 61.5% 18 11.11% 1.2
McClarren Financial Advisors
5611
McClarren Financial Advisors
Pennsylvania
$104M – – 12% 63% 257 – 0
CNFG
5612
Creegan & Nassoura Financial Group
New Hampshire
$104M +$11.1M +12% 13.4% 52.6% 71 1.41% 4.1
Charter Research & Investment Group
5613
Charter Research & Investment Group
Connecticut
$104M +$12.6M +14% 12.4% 97.2% 81 9.88% 4.4
4J Wealth Management
5614
4J Wealth Management
Virginia
$104M – – 8.39% 74.7% 73 – 0
SCM
5615
Springhouse Capital Management
Connecticut
$104M +$21.1M +26% 32.6% 52% 26 57.69% 1.2
Pacifica Partners
5616
Pacifica Partners
Canada
$104M +$11.8M +13% 14.1% 127% 411 18.25% 0.8
Centerstone Investors
5617
Centerstone Investors
New York
$104M +$5.65M +6% 14% 73.7% 24 16.67% 1.6
OF
5618
Outfitter Financial
Maine
$104M – – 15.1% 97.6% 95 – 0
Patron Partners
5619
Patron Partners
Texas
$104M – – 13.7% 99.5% 141 – 0
Cassia Capital Partners
5620
Cassia Capital Partners
North Carolina
$104M – – 6.31% 59.9% 21 – 0
GDWAM
5621
Gold Dragon Worldwide Asset Management
Hong Kong
$103M – – 28.2% – 2 – 0
Franklin Street Capital Partners
5622
Franklin Street Capital Partners
New York
$103M -$5.27M -5% 13.7% – 47 55.32% 0.3
Apis Capital Advisors
5623
Apis Capital Advisors
New York
$103M – – 55.3% 1,493% 38 – 0.3
Endicott Management
5624
Endicott Management
New York
$103M +$30.7M +42% 43% 229% 7 0% 0.5
Financial Management Concepts
5625
Financial Management Concepts
Florida
$103M – – 13.8% – 20 – 0