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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)
Better Money Decisions
5726
Better Money Decisions
New Mexico
$96.9M – – 3.95% 32.7% 572 – 0
Orca Investment Management
5727
Orca Investment Management
Oregon
$96.5M +$905K +0.9% 9.24% 139% 67 14.93% 4.2
Navigation Wealth Management
5728
Navigation Wealth Management
Colorado
$96.4M +$5.83M +6% 3.64% 46.5% 62 93.55% 0
TM
5729
Titan Managers
Arizona
$96.3M -$8.96M -9% 5.22% 2.57% 32 78.13% 0.2
Clifford Capital Partners
5730
Clifford Capital Partners
Utah
$96.2M -$159M -62% 19.2% 77.3% 42 16.67% 1.9
Syverson Strege & Co
5731
Syverson Strege & Co
Iowa
$96.2M -$8.6M -8% 3.15% 74% 293 15.7% 0.2
BBHBI
5732
B, B, H, & B Inc
Alabama
$96.1M -$19.9M -17% 7.05% – 152 80.92% 0.3
Asset Planning Corporation
5733
Asset Planning Corporation
Tennessee
$96.1M -$4.63M -5% 5.12% 44.5% 69 59.42% 0.2
Toscafund Asset Management
5734
Toscafund Asset Management
United Kingdom
$96.1M +$25.7M +37% 22% 80.9% 19 63.16% 0.3
Cypress Point Wealth Management
5735
Cypress Point Wealth Management
Texas
$96.1M +$30.3M +46% 0.89% 255% 211 54.98% 0.2
Stringer Asset Management
5736
Stringer Asset Management
Tennessee
$95.7M +$442K +0.5% 7.17% 16.4% 42 54.76% 1.1
Johnson Midwest Financial
5737
Johnson Midwest Financial
Iowa
$95.5M -$9.46M -9% 14.8% 58.6% 310 20.65% 0.2
FirstMark Capital OF I
5738
FirstMark Capital OF I
New York
$95.5M -$7.34M -7% 31.2% – 3 0% 0.3
Institutional Venture Management XIV
5739
Institutional Venture Management XIV
California
$95.1M -$2.38M -2% 6.91% 18.1% 2 0% 1.6
Regency Capital Management
5740
Regency Capital Management
Hawaii
$95M – – 2.9% 95.9% 173 – 0
Barington Capital Group
5741
Barington Capital Group
New York
$95M +$25.9M +38% 36.6% 71.1% 14 28.57% 1
Florin Court Capital
5742
Florin Court Capital
United Kingdom
$94.9M -$103M -52% 7.08% 129% 40 27.5% 0.4
Denver Wealth Management
5743
Denver Wealth Management
Colorado
$94.8M – – 7.39% 64.4% 46 – 0
ACMH
5744
Andar Capital Management (HK)
Hong Kong
$94.8M -$58.4M -38% 17.1% 863% 22 59.09% 0.2
Norwest Venture Partners XIV
5745
Norwest Venture Partners XIV
California
$94.6M -$6.88M -7% 6.77% – 1 0% 0.3
Birchcreek Wealth Management
5746
Birchcreek Wealth Management
Ohio
$94.5M -$7.42M -7% 4.35% 86.1% 315 67.3% 0.2
Tempus Wealth Planning
5747
Tempus Wealth Planning
California
$94.5M +$16.9M +22% 6.55% 95% 106 29.25% 0.8
EDMP Inc
5748
EDMP Inc
Florida
$94.4M +$21.1M +29% 11.8% 78% 53 15.09% 3.3
Delphi Management
5749
Delphi Management
Massachusetts
$94.2M – – 20.6% 107% 87 – 2.1
Spark Growth Management Partners II
5750
Spark Growth Management Partners II
Massachusetts
$93.9M -$39M -29% 29.4% – 1 0% 0.3