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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)
Safir Wealth Advisors
5626
Safir Wealth Advisors
New Hampshire
$109M +$1.42M +1% 2.13% 52.1% 41 68.29% 0.3
Osmium Partners
5627
Osmium Partners
California
$109M +$33.4M +44% 42.1% 28.4% 17 47.06% 1.9
Prairiewood Capital
5628
Prairiewood Capital
North Dakota
$109M +$11M +11% 10.6% 42.6% 73 21.92% 0.2
InTrack Investment Management
5629
InTrack Investment Management
Vermont
$109M +$8.7M +9% 5.14% 99.2% 106 18.87% 0.2
Hatton Consulting
5630
Hatton Consulting
Arizona
$109M – – 0.25% – 35 – 0
Benedetti & Gucer
5631
Benedetti & Gucer
Georgia
$109M – – 5.12% 42.7% 87 – 0
Bradley & Co Private Wealth Management
5632
Bradley & Co Private Wealth Management
Florida
$108M – – 2.27% – 172 – 0
Sippican Capital Advisors
5633
Sippican Capital Advisors
Massachusetts
$108M +$16.1M +17% 20.2% 81.1% 117 12.82% 3.8
Unison Asset Management
5634
Unison Asset Management
Florida
$108M +$7.46M +7% 13.9% 81.4% 29 13.79% 0.3
Sightline Wealth Advisors
5635
Sightline Wealth Advisors
Connecticut
$108M +$6.66M +7% 5.47% 48.5% 55 10.91% 0.2
Bond & Devick Financial Network
5636
Bond & Devick Financial Network
Minnesota
$108M +$20.5M +23% 5.02% 46.9% 98 8.16% 0.2
Pinion Investment Advisors
5637
Pinion Investment Advisors
Kansas
$108M +$13M +14% 5.29% 81.7% 159 27.04% 1.6
Alaethes Wealth
5638
Alaethes Wealth
Nevada
$108M – – 3% 96.4% 87 – 0
Guardian Wealth Advisors (Minnesota)
5639
Guardian Wealth Advisors (Minnesota)
Minnesota
$108M +$7.11M +7% 5.63% 62.6% 65 3.08% 0.2
Billings Capital Management
5640
Billings Capital Management
Virginia
$108M – – 22% – 9 – 1.5
Washington Capital Management
5641
Washington Capital Management
Washington
$108M +$2.83M +3% 8.2% 81.8% 116 19.83% 2.2
Ocean Arete
5642
Ocean Arete
Hong Kong
$108M +$82.1M +321% 4.01% – 20 85% 0.1
4J Wealth Management
5643
4J Wealth Management
Virginia
$108M +$3.6M +3% 3.35% 74.7% 76 9.21% 0.2
Firethorn Wealth Partners
5644
Firethorn Wealth Partners
Georgia
$107M +$14.9M +16% 5.97% 75.1% 145 34.48% 0.2
Avalon Capital Management
5645
Avalon Capital Management
California
$107M +$1.6M +2% 5.88% 163% 30 50% 2.1
Montis Financial
5646
Montis Financial
Massachusetts
$107M +$7.19M +7% 2.76% 53.8% 72 12.5% 0.2
Salvus Wealth Management
5647
Salvus Wealth Management
New Jersey
$107M +$14.6M +16% 11.3% 108% 85 5.88% 0.2
Thrive Capital Management (Pennsylvania)
5648
Thrive Capital Management (Pennsylvania)
Pennsylvania
$107M +$13M +14% 2.63% 65.3% 108 18.52% 0.2
Piedmont Capital Management (Montana)
5649
Piedmont Capital Management (Montana)
Montana
$107M +$8.25M +8% 5.99% 94% 42 7.14% 0.3
Cephei Capital Management
5650
Cephei Capital Management
Hong Kong
$107M -$73.9M -41% 6.27% – 5 40% 0.3