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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)
Cruiser Capital Advisors
5601
Cruiser Capital Advisors
Connecticut
$111M +$5.71M +5% 20% 192% 66 69.7% 0.5
KCA
5602
Karn Couzens & Associates
Connecticut
$111M +$5.8M +5% 3.51% – 66 7.58% 0.2
A
5603
Atomvest
Hong Kong
$111M +$1.02M +0.9% 23.1% 90% 2 0% 0.3
Financial Management Concepts
5604
Financial Management Concepts
Florida
$111M +$7.89M +8% 6.21% – 27 29.63% 0.2
Accretive Wealth Partners
5605
Accretive Wealth Partners
New Jersey
$111M +$9.9M +10% 4.87% 64.4% 100 11% 0.2
VFG
5606
V2 Financial group
Illinois
$111M +$12.2M +12% 6.38% 63.3% 69 27.54% 0.2
Bluesphere Advisors
5607
Bluesphere Advisors
Pennsylvania
$111M +$17.4M +19% 4.77% 105% 97 21.65% 0.2
Cadence Wealth Management
5608
Cadence Wealth Management
Massachusetts
$111M – – 0.19% 56.4% 32 – 0
Silicon Hills Wealth Management
5609
Silicon Hills Wealth Management
Texas
$111M +$90K +0.1% 4.03% 30.9% 88 14.77% 0.9
ELCO Management
5610
ELCO Management
New York
$111M -$5.46M -5% 9.42% 98.3% 139 20.86% 2.5
Cassia Capital Partners
5611
Cassia Capital Partners
North Carolina
$110M +$6.99M +7% 2.05% 59.9% 27 33.33% 0.2
Valley Brook Capital Group
5612
Valley Brook Capital Group
Pennsylvania
$110M +$9.34M +9% 6.05% 122% 492 19.92% 0.2
Private Harbour Investment Management & Counsel
5613
Private Harbour Investment Management & Counsel
Ohio
$110M +$9.25M +9% 3.03% 82.6% 59 10.17% 4.5
Apis Capital Advisors
5614
Apis Capital Advisors
New York
$110M +$6.7M +6% 19% 1,532% 54 50% 0.4
Northern Capital Management (Washington)
5615
Northern Capital Management (Washington)
Washington
$110M +$7.28M +7% 7.4% 90.9% 42 4.76% 0.2
Selective Wealth Management
5616
Selective Wealth Management
Virginia
$110M -$44.9M -29% 8.68% 74.4% 440 23.86% 1
Range Financial Group
5617
Range Financial Group
Oregon
$110M – – 11.3% 195% 134 – 0
EFEM
5618
Eos Focused Equity Management
New York
$110M +$7.22M +7% 9.33% 55.7% 36 27.78% 0.8
TLCM
5619
Tiger Legatus Capital Management
New York
$110M +$20M +22% 7.68% 19.1% 19 36.84% 0.9
7G Capital Management
5620
7G Capital Management
New York
$109M -$17M -13% 3.37% 137% 5 20% 0.3
Zeit Capital
5621
Zeit Capital
Colorado
$109M +$4.24M +4% 4.36% 56.5% 42 14.29% 0.2
Heartland Bank & Trust
5622
Heartland Bank & Trust
Illinois
$109M -$3.2M -3% 5.39% 105% 122 17.21% 0.2
Touchstone Capital
5623
Touchstone Capital
Pennsylvania
$109M +$10.9M +11% 12.7% – 15 0% 0.3
ASA
5624
Armstrong Shaw Associates
Connecticut
$109M +$7.39M +7% 8.36% 51.2% 43 9.3% 4.2
Laurel Wealth Planning
5625
Laurel Wealth Planning
Minnesota
$109M +$6.8M +7% 5.05% 59.5% 142 11.97% 0.2