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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)
GS Investments
5626
GS Investments
Minnesota
$103M +$66.2M +179% 13% 108% 133 57.14% 0.9
GFI
5627
Global Frontier Investments
South Carolina
$103M +$35.2M +52% 33% – 18 5.56% 0.5
AOG
5628
Alpha Omega Group
Virginia
$103M – – 11.3% 16.1% 28 – 0
MMA Asset Management
5629
MMA Asset Management
Pennsylvania
$103M – – 12.8% 61.2% 86 – 0
FirstMark Capital OF I
5630
FirstMark Capital OF I
New York
$103M – – 12.3% – 3 – 0
Northern Capital Management (Washington)
5631
Northern Capital Management (Washington)
Washington
$103M – – 17.8% 90.9% 40 – 0
Laurel Wealth Planning
5632
Laurel Wealth Planning
Minnesota
$103M – – 13.1% 59.5% 134 – 0
PSSGI
5633
P-STS SPV GP I
California
$103M – – 148% – 1 – 0
Appleton Group
5634
Appleton Group
Wisconsin
$102M +$38.6M +60% 14.8% 58.3% 37 32.43% 1.7
EFEM
5635
Eos Focused Equity Management
New York
$102M +$9.05M +10% 16.3% 55.7% 36 19.44% 0.6
Essex Private Wealth Management
5636
Essex Private Wealth Management
Massachusetts
$102M +$5.78M +6% 11.8% 29.3% 69 14.49% 0.8
6C
5637
6elm Capital
New York
$102M – – 47.5% – 12 – 0
Oder Investment Management
5638
Oder Investment Management
California
$102M – – 12.7% 115% 553 – 0
Caliber Wealth Management (Utah)
5639
Caliber Wealth Management (Utah)
Utah
$102M – – 15.6% 36.5% 71 – 0
ASA
5640
Armstrong Shaw Associates
Connecticut
$102M +$17.4M +21% 14.9% 51.2% 39 5.13% 4.4
Birchcreek Wealth Management
5641
Birchcreek Wealth Management
Ohio
$102M – – 9.98% 86.1% 309 – 0
Mad River Investors
5642
Mad River Investors
Massachusetts
$102M +$23.2M +30% 33.3% 169% 23 0% 4
AmeriServ Wealth Advisors
5643
AmeriServ Wealth Advisors
Pennsylvania
$102M – – 15.4% – 66 – 2.7
Jentner Corp
5644
Jentner Corp
Ohio
$102M +$9.8M +11% 12.3% 38.9% 27 3.7% 3.2
Newton One Investments
5645
Newton One Investments
Delaware
$102M – – 13.1% 42% 66 – 0
MRA Advisory Group
5646
MRA Advisory Group
New Jersey
$102M – – 9.92% 86.8% 103 – 0
Proem Advisors
5647
Proem Advisors
Texas
$102M – – 54.3% – 22 – 0
Robbins Farley
5648
Robbins Farley
New Hampshire
$102M – – 10.8% 106% 133 – 0
Glade Brook Capital Partners
5649
Glade Brook Capital Partners
Connecticut
$102M -$130M -56% 1.44% – 3 100% 0
Sightline Wealth Advisors
5650
Sightline Wealth Advisors
Connecticut
$102M – – 14.4% 48.5% 52 – 0