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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)
Norwest Venture Partners XIV
5651
Norwest Venture Partners XIV
California
$101M – – 19.7% – 1 – 0
Defined Wealth Management
5652
Defined Wealth Management
Oregon
$101M – – 13.5% 78.1% 216 – 0
GWA
5653
GGM Wealth Advisors
Maryland
$101M – – 17.8% 25.9% 70 – 0
Greenhouse Wealth Management
5654
Greenhouse Wealth Management
Connecticut
$101M – – 14% 87.2% 133 – 0
Accretive Wealth Partners
5655
Accretive Wealth Partners
New Jersey
$101M – – 15.7% 64.4% 94 – 0
Valley Brook Capital Group
5656
Valley Brook Capital Group
Pennsylvania
$101M – – 12.5% 122% 410 – 0
South Shore Capital Advisors
5657
South Shore Capital Advisors
Massachusetts
$101M – – 16.5% – 120 – 0
Private Harbour Investment Management & Counsel
5658
Private Harbour Investment Management & Counsel
Ohio
$101M +$6.53M +7% 7.9% 93.5% 56 3.57% 4.3
TPB Wealth Advisors
5659
TPB Wealth Advisors
Texas
$101M – – 10.6% – 27 – 0
Roth Financial Partners
5660
Roth Financial Partners
Texas
$101M – – 16.9% 61% 20 – 0
Guardian Wealth Advisors (Minnesota)
5661
Guardian Wealth Advisors (Minnesota)
Minnesota
$101M – – 12.2% 62.6% 64 – 0
SC
5662
Schiavi & Co
Delaware
$101M – – 13.8% 43.6% 7 – 0
Legg Mason Asset Management
5663
Legg Mason Asset Management
Japan
$101M – – 12.8% – 120 – 2.3
Unison Asset Management
5664
Unison Asset Management
Florida
$101M – – 15.1% 81.4% 29 – 0
Asset Planning Corporation
5665
Asset Planning Corporation
Tennessee
$101M – – 10.4% 44.5% 68 – 0
Intel Corp
5666
Intel Corp
California
$100M -$192M -66% 6.76% 9.79% 5 80% 0.1
Courage Capital Management
5667
Courage Capital Management
Tennessee
$100M +$10.8M +12% 2,034% 86.5% 39 35.9% 1.1
Soditic Asset Management
5668
Soditic Asset Management
United Kingdom
$100M – – 13.5% 23.4% 20 – 0
Center For Asset Management
5669
Center For Asset Management
Florida
$100M – – 7.31% 66.6% 81 – 0
InTrack Investment Management
5670
InTrack Investment Management
Vermont
$100M – – 13.2% 99.2% 88 – 0
Montis Financial
5671
Montis Financial
Massachusetts
$100M – – 14.7% 53.8% 67 – 0
AWH Capital
5672
AWH Capital
Texas
$100M +$29.1M +41% 56% 183% 51 49.02% 0.9
Fort Henry Capital
5673
Fort Henry Capital
West Virginia
$100M – – 9.18% 39.3% 11 – 0
Signature Wealth Management Partners
5674
Signature Wealth Management Partners
New Jersey
$100M – – 12.2% 97.9% 93 – 0
BCM
5675
Beaumont Capital Management
Massachusetts
$100M – – 10.7% 49.6% 32 – 0