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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)
Pointe Capital Management
5826
Pointe Capital Management
Michigan
$163M +$19.6M +14% 8.18% 62.6% 164 8.54% 4.4
Ivy Lane Capital Management
5827
Ivy Lane Capital Management
Florida
$163M +$6.3M +4% 4.16% 101% 15 40% 1.2
Black Maple Capital Management
5828
Black Maple Capital Management
Wisconsin
$163M +$42.9M +36% 4.53% 35.7% 123 41.46% 0.7
MA
5829
Minerva Advisors
Pennsylvania
$163M +$3.31M +2% 6.26% 166% 60 3.33% 7
DG Capital Management
5830
DG Capital Management
New York
$163M +$1.49M +0.9% 5.02% 76.7% 28 25% 2.1
Candelo Capital Management
5831
Candelo Capital Management
New York
$163M +$35.7M +28% 21.9% – 39 51.28% 0.2
Western Financial Corp
5832
Western Financial Corp
California
$163M +$13.7M +9% 8.77% 275% 130 28.46% 1.3
Lagoda Investment Management
5833
Lagoda Investment Management
New York
$163M +$16.1M +11% 9.41% 250% 41 7.32% 5.3
Argus Investors Counsel
5834
Argus Investors Counsel
New York
$163M +$7.15M +5% 12.8% 132% 114 19.3% 4.7
UFAC
5835
Urban Financial Advisory Corp
Illinois
$163M +$31.5M +24% 6.86% – 25 16% 0.2
Ted Buchan & Co
5836
Ted Buchan & Co
California
$163M +$25.5M +19% 9.11% 65.2% 93 18.28% 0.9
FC
5837
Fore Capital
New York
$163M -$40.7M -20% 0.55% 25.4% 56 42.86% 0.6
SC
5838
Slotnik Capital
Texas
$163M -$5.11M -3% 24.7% – 30 83.33% 0.1
Arcadia Wealth Management (New Hampshire)
5839
Arcadia Wealth Management (New Hampshire)
New Hampshire
$163M +$18.6M +13% 5.47% 55.5% 57 3.51% 0.9
Friedenthal Financial
5840
Friedenthal Financial
New Jersey
$163M +$9.22M +6% 10.6% 105% 302 51.32% 1.1
Worth Asset Management
5841
Worth Asset Management
Texas
$163M +$22.6M +16% 9.51% 115% 151 50.33% 0.8
RCS Financial Planning
5842
RCS Financial Planning
Maryland
$162M +$9.6M +6% 4.61% 48.2% 76 26.32% 0.8
McCarthy Asset Management
5843
McCarthy Asset Management
California
$162M +$6.21M +4% 4.98% – 40 12.5% 2.4
EL
5844
EQ LLC
Washington
$162M +$27.2M +20% 7.47% 80% 55 25.45% 2
Cox Capital Management
5845
Cox Capital Management
Massachusetts
$162M +$9.03M +6% 6.69% 106% 87 21.84% 3.8
Paradigm Strategies in Wealth Management
5846
Paradigm Strategies in Wealth Management
Minnesota
$162M +$10.1M +7% 4.04% 41.2% 50 8% 1.9
Baron Financial Group
5847
Baron Financial Group
New Jersey
$162M +$5.24M +3% 5.2% 55.5% 52 5.77% 2.8
MBE Wealth Management
5848
MBE Wealth Management
Wisconsin
$162M -$33.4M -17% 6.93% 66.5% 100 13% 2.1
Crestwood Capital Management
5849
Crestwood Capital Management
New York
$162M -$6.96M -4% 14% 203% 18 22.22% 2.5
Prosperity Financial Group
5850
Prosperity Financial Group
California
$162M +$17.8M +12% 10.6% 121% 156 21.79% 0.8