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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)
Corepath Wealth Partners
5701
Corepath Wealth Partners
Arizona
$96M – – 12% 62.1% 36 – 0
KSL Advisors
5702
KSL Advisors
Colorado
$95.9M – – 40.7% – 4 – 0
Highland Capital Management (Texas)
5703
Highland Capital Management (Texas)
Texas
$95.6M – – 12.3% – 10 – 4.1
Orca Investment Management
5704
Orca Investment Management
Oregon
$95.6M – – 14.4% 139% 63 – 4.1
ICM
5705
ISZO Capital Management
New York
$95.5M +$21.2M +28% 56.7% 68.2% 8 62.5% 0.9
Alliance Wealth Advisors (Pennsylvania)
5706
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$95.3M – – 15% 74.4% 107 – 0
Stringer Asset Management
5707
Stringer Asset Management
Tennessee
$95.2M +$4.86M +5% 11% 16.4% 35 25.71% 1.2
HFAS
5708
Hummer Financial Advisory Services
Illinois
$95.1M +$10.3M +12% 12.8% 71.8% 102 11.76% 0.8
Mount Vernon Associates
5709
Mount Vernon Associates
Maryland
$95.1M +$11.5M +14% 15.5% 136% 55 1.82% 4.7
Pinion Investment Advisors
5710
Pinion Investment Advisors
Kansas
$95.1M +$28.8M +43% 9.06% 81.7% 142 26.76% 1.6
Euclidean Technologies Management
5711
Euclidean Technologies Management
Washington
$95M +$15.5M +20% 22.8% 124% 59 8.47% 1.4
CWM
5712
CCG Wealth Management
California
$94.9M -$11.9M -11% 14.7% 82.6% 86 34.88% 1
Northwood Investors
5713
Northwood Investors
Colorado
$94.2M – – 12.6% – 3 – 0
Thrive Capital Management (Pennsylvania)
5714
Thrive Capital Management (Pennsylvania)
Pennsylvania
$94M – – 6.98% 65.3% 90 – 0
Alpha DNA Investment Management
5715
Alpha DNA Investment Management
Maryland
$93.9M – – 25.5% 134% 648 – 0
Freestate Advisors
5716
Freestate Advisors
Kansas
$93.8M +$4.44M +5% 6.03% – 8 37.5% 0.5
Alhambra Investment Management
5717
Alhambra Investment Management
Florida
$93.8M +$10.6M +13% 10.6% 67.7% 124 9.68% 0.7
OneAscent Financial Services
5718
OneAscent Financial Services
Alabama
$93.7M -$97.9M -51% 9.49% 68.2% 202 42.57% 0.8
Crestview Partners II
5719
Crestview Partners II
New York
$93.5M -$10.1M -10% 9.21% 157% 2 0% 3.8
Kessler Investment Group
5720
Kessler Investment Group
Indiana
$93.3M +$4.08M +5% 26.5% 251% 129 27.13% 2
Bluesphere Advisors
5721
Bluesphere Advisors
Pennsylvania
$93.3M – – 13.1% 105% 83 – 0
SPAS
5722
Spectrum Planning & Advisory Services
California
$93M – – 9.79% – 42 – 0
Menard Financial Group
5723
Menard Financial Group
Texas
$92.9M +$6.58M +8% 13.5% 154% 160 29.38% 0.4
Alamar Capital Management
5724
Alamar Capital Management
California
$92.7M – – 25.2% – 52 – 0
Lionsbridge Wealth Management
5725
Lionsbridge Wealth Management
Florida
$92.6M +$9.42M +11% 13.8% 65.5% 54 24.07% 0.7