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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)
Spring Capital Management
5826
Spring Capital Management
Texas
$183M +$15.8M +9% 2.25% 73.6% 55 27.27% 1.6
Nierenberg Investment Management Company
5827
Nierenberg Investment Management Company
Washington
$183M +$3.04M +2% 6.22% 135% 67 38.81% 1.3
Shared Vision Wealth Group
5828
Shared Vision Wealth Group
United States
$183M -$6.88M -4% 3.25% – 79 6.33% 1.1
Worth Asset Management
5829
Worth Asset Management
Texas
$183M -$4.08M -2% 0.62% 115% 182 49.45% 1.1
Heronetta Management
5830
Heronetta Management
New York
$183M +$7.97M +5% 4.93% 59.7% 24 0% 7.1
Allie Family Office
5831
Allie Family Office
Florida
$183M +$2.87M +2% 2% 59% 102 7.84% 2
Montz Harcus Wealth Management
5832
Montz Harcus Wealth Management
Louisiana
$183M +$4.16M +2% 3.78% 84.1% 79 7.59% 2.1
Patrick Mauro Investment Advisor
5833
Patrick Mauro Investment Advisor
Illinois
$183M +$7.92M +5% 5.78% 38.7% 42 0% 2.2
Carl P. Sherr & Co
5834
Carl P. Sherr & Co
Massachusetts
$183M -$7.52M -4% 2.6% 78.6% 121 5.79% 3.4
Quantum Financial Planning Services
5835
Quantum Financial Planning Services
Washington
$183M +$2.56M +1% 2.91% – 38 10.53% 0.2
Marmo Financial Group
5836
Marmo Financial Group
Tennessee
$183M -$2.39M -1% 3.14% 47.5% 30 20% 1.4
GoalFusion Wealth Management
5837
GoalFusion Wealth Management
Texas
$183M -$731K -0.4% 0.19% 47.6% 29 20.69% 2.1
Jackson Hill Advisors
5838
Jackson Hill Advisors
Texas
$183M -$15.4M -8% 6.07% 61.2% 12 8.33% 2.3
R.W. Roge & Company
5839
R.W. Roge & Company
New York
$183M -$2.8M -2% 1.24% 76.3% 56 16.07% 2.8
Foresite Capital Management VI
5840
Foresite Capital Management VI
California
$183M -$41.9M -19% 15.5% – 14 0% 0.3
SMP
5841
Santa Monica Partners
Florida
$183M -$2.66M -1% 9.73% 102% 18 33.33% 5.1
WPEP
5842
Walnut Private Equity Partners
Nebraska
$183M -$5.64M -3% 1.66% 48% 15 33.33% 4.9
WestBridge Capital Management
5843
WestBridge Capital Management
Mauritius
$182M -$34M -16% 12.7% 21.9% 1 0% 2.8
DHK Financial Advisors
5844
DHK Financial Advisors
New Hampshire
$182M +$17.5M +11% 4.79% 46.1% 100 21% 1
CC
5845
Checkpoint Capital
California
$182M -$14.2M -7% 4.92% – 21 57.14% 0.4
Family CFO
5846
Family CFO
California
$182M +$623K +0.3% 1.25% 89.6% 96 36.46% 2.5
Grand Wealth Management
5847
Grand Wealth Management
Michigan
$182M +$2.55M +1% 0.39% 58.5% 69 5.8% 2.1
Lifestyle Asset Management
5848
Lifestyle Asset Management
Texas
$182M -$1.63M -0.9% 2.84% 88.3% 126 24.6% 1
Pacific Wealth Management
5849
Pacific Wealth Management
California
$182M -$7.06M -4% 1.51% 72.8% 21 19.05% 2.1
YP
5850
YANKCOM Partnership
South Dakota
$182M -$5.21M -3% 1.44% – 297 15.15% 0.2