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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)
4Thought Financial Group
5676
4Thought Financial Group
New York
$104M – – 2.22% 40.8% 102 – 0
Intact Financial Corporation
5677
Intact Financial Corporation
Ontario, Canada
$104M – – 33.8% – 1 – 0
O'Neil Global Advisors
5678
O'Neil Global Advisors
California
$104M – – 23.5% 1,841% 61 – 0
Mangham Associates
5679
Mangham Associates
Virginia
$104M -$829K -0.8% 5.58% 24.4% 5 0% 2.1
Clayton Partners
5680
Clayton Partners
California
$104M – – 25.7% 109% 33 – 0
Paradigm Strategies in Wealth Management
5681
Paradigm Strategies in Wealth Management
Minnesota
$103M – – 5.41% 41.2% 234 – 0
JC
5682
JCSD Capital
California
$103M +$14.3M +16% 18.5% – 69 18.84% 1.2
Mitchell Sinkler & Starr
5683
Mitchell Sinkler & Starr
Pennsylvania
$103M -$1.6M -2% 4.38% 85.6% 104 12.5% 4.3
Akaris Global Partners
5684
Akaris Global Partners
New York
$103M -$24.6M -19% 1.8% 35% 21 52.38% 0.5
HFAS
5685
Hummer Financial Advisory Services
Illinois
$103M +$7.77M +8% 6.64% 71.8% 107 7.48% 1
Grand Central Investment Group
5686
Grand Central Investment Group
Florida
$103M -$8.97M -8% 0.53% – 41 17.07% 0.2
Lionsbridge Wealth Management
5687
Lionsbridge Wealth Management
Florida
$103M +$10M +11% 10.8% 65.5% 60 23.33% 0.8
DLDF
5688
Dan L. Duncan Foundation
Texas
$103M +$33.7M +49% 6.21% 11.8% 4 75% 0.4
Peak Planning Group
5689
Peak Planning Group
Colorado
$103M +$14.5M +16% 4.34% 105% 76 21.05% 0.4
Capital CS Group
5690
Capital CS Group
California
$102M +$6.13M +6% 6.24% 27.8% 89 69.66% 0.1
Farley Capital
5691
Farley Capital
New York
$102M +$3.94M +4% 8.01% 116% 18 0% 3.5
Mantle Ridge LP
5692
Mantle Ridge LP
New York
$102M -$1.89M -2% 1.8% 44.2% 1 0% 1.5
Trust Investment Advisors
5693
Trust Investment Advisors
Indiana
$102M +$3.34M +3% 7.9% 178% 81 13.58% 3.1
Mount Vernon Associates
5694
Mount Vernon Associates
Maryland
$102M +$6.66M +7% 8.79% 136% 56 1.79% 4.8
OneAscent Financial Services
5695
OneAscent Financial Services
Alabama
$102M +$7.97M +9% 3.61% 68.2% 164 32.93% 0.8
AWH Capital
5696
AWH Capital
Texas
$102M +$1.58M +2% 41.9% 183% 40 37.5% 1
Avondale Wealth Management
5697
Avondale Wealth Management
Texas
$102M +$15.3M +18% 2.74% 83.8% 111 17.12% 2.2
CWM
5698
CCG Wealth Management
California
$101M +$6.62M +7% 6.12% 82.6% 90 21.11% 1.3
First Bancorp
5699
First Bancorp
Maine
$101M – – 7.93% 80.3% 101 – 0
Alliance Wealth Advisors (Pennsylvania)
5700
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$101M +$6.04M +6% 8.71% 74.4% 116 14.66% 0.2