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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
5826
Corepath Wealth Partners
Arizona
$140M +$9.48M +7% 3.75% 62.1% 42 11.9% 0.9
SCA
5827
Strategic Capital Advisers
Colorado
$140M +$11.2M +9% 9.46% 51.4% 62 12.9% 2.4
MFG
5828
Monumental Financial Group
Maryland
$140M +$14.4M +11% 5.25% 18.2% 23 8.7% 0.7
CPR Investments
5829
CPR Investments
Michigan
$139M – – 22.4% 84% 71 – 0
Paces Ferry Wealth Advisors
5830
Paces Ferry Wealth Advisors
Georgia
$139M +$14.2M +11% 9.78% 72% 124 16.94% 1.1
Spark Investment Management
5831
Spark Investment Management
New York
$139M -$33.3M -19% 5.2% 459% 35 20% 1.1
Old North State Trust
5832
Old North State Trust
North Carolina
$139M +$27.1M +24% 8.6% – 360 10.56% 1.6
Petiole USA
5833
Petiole USA
New York
$139M – – 4.79% 105% 45 – 0
Richmond Brothers
5834
Richmond Brothers
Michigan
$139M – – 6.79% 77.2% 25 – 0
Strategic Financial Planning
5835
Strategic Financial Planning
Texas
$139M +$2.59M +2% 2.94% 47.5% 35 8.57% 1.7
Vanguard Capital Wealth Advisors
5836
Vanguard Capital Wealth Advisors
Colorado
$139M -$10M -7% 10.1% 234% 165 19.39% 1.9
Integral Investment Advisors
5837
Integral Investment Advisors
California
$139M – – 6.55% 69% 89 – 0
Tatro Capital
5838
Tatro Capital
Kentucky
$139M +$11.2M +9% 4.75% – 103 28.16% 1.1
Alamar Capital Management
5839
Alamar Capital Management
California
$139M +$10M +8% 5.51% – 72 20.83% 0.8
WHAM
5840
Windmill Hill Asset Management
United Kingdom
$139M – – 9.32% 98.1% 10 – 0.7
Piper Sandler & Co
5841
Piper Sandler & Co
Minnesota
$139M +$65.3M +89% 2.59% 0.05% 30 46.67% 0.2
Precision Wealth Strategies
5842
Precision Wealth Strategies
Missouri
$139M +$9.4M +7% 6.06% 106% 136 19.12% 0.6
Athanor Capital
5843
Athanor Capital
New York
$139M -$612M -82% 0.33% 171% 276 88.04% 0.6
Beta Wealth Group
5844
Beta Wealth Group
California
$139M $0 0% 3.33% 45.4% 60 0% 1
YAVAPFMC
5845
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$139M +$11.4M +9% 5.03% 201% 55 3.64% 0.2
Michael & Susan Dell Foundation
5846
Michael & Susan Dell Foundation
New York
$139M -$10M -7% 2.48% 238% 3 0% 1.3
Chiron Capital Management
5847
Chiron Capital Management
Florida
$139M +$1.42M +1% 3.25% – 117 20.51% 0.8
ACT Capital Management
5848
ACT Capital Management
Pennsylvania
$138M -$54.6M -28% 15.2% – 122 35.25% 0.4
AAF Wealth Management
5849
AAF Wealth Management
Massachusetts
$138M +$6.62M +5% 7.48% 75.1% 28 21.43% 0.9
Broadcrest Asset Management
5850
Broadcrest Asset Management
Florida
$138M – – 13.9% 54.1% 7 – 0