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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)
Ariadne Wealth Management
5826
Ariadne Wealth Management
California
$223M -$19.3M -8% 2.01% – 275 14.91% 1.2
Sterneck Capital Management
5827
Sterneck Capital Management
Missouri
$223M +$643K +0.3% 1.5% 61.5% 118 9.32% 4.5
Walser Wealth Management
5828
Walser Wealth Management
Florida
$223M +$33M +17% 4.99% – 210 41.9% 0.2
MA
5829
Menlo Advisors
California
$223M $0 0% 2.07% 108% 30 0% 6.7
Cobblestone Asset Management
5830
Cobblestone Asset Management
Virginia
$222M -$391K -0.2% 2.4% 60.6% 83 27.71% 1.3
FAG
5831
Fortitude Advisory Group
Washington
$222M -$13.6M -6% 0.06% 142% 240 15.42% 2.7
Navi International
5832
Navi International
Brazil
$222M +$17.4M +8% 3.28% – 21 42.86% 0.2
Flatrock Wealth Partners
5833
Flatrock Wealth Partners
California
$222M +$13.9M +7% 1.91% – 188 22.87% 0.2
Game Plan Financial Advisors
5834
Game Plan Financial Advisors
Ohio
$222M -$26.5M -11% 2.66% – 394 22.08% 2.1
Beaumont Asset Management
5835
Beaumont Asset Management
Texas
$222M +$22.1M +11% 3.13% 73.1% 76 6.58% 3
Darrow Company
5836
Darrow Company
Massachusetts
$222M -$357K -0.2% 2.38% 44.5% 59 5.08% 2.7
SHFP
5837
Second Half Financial Partners
Florida
$222M -$3.14M -1% 1.84% 36.8% 120 35% 1.4
Ewing Morris & Co Investment Partners
5838
Ewing Morris & Co Investment Partners
Ontario, Canada
$222M -$7.17M -3% 2.1% 63.5% 104 29.81% 1.1
Diesslin Group
5839
Diesslin Group
Texas
$222M -$29.6M -12% 0.69% – 57 12.28% 0.2
Bravera Wealth
5840
Bravera Wealth
North Dakota
$222M +$22.4M +11% 0.52% – 513 25.93% 0.2
Aviso Wealth Management
5841
Aviso Wealth Management
Washington
$222M -$16M -7% 1.81% 153% 151 10.6% 1.8
Seamount Financial Group
5842
Seamount Financial Group
Colorado
$222M +$1.64M +0.7% 0.29% 79.7% 140 9.29% 1.6
Compass Financial Group (Florida)
5843
Compass Financial Group (Florida)
Florida
$222M -$4.82M -2% 1.28% 47.5% 48 2.08% 4.2
Delphi Financial Group
5844
Delphi Financial Group
Delaware
$222M +$21.4M +11% 1.07% 66.3% 35 31.43% 1.7
BOCM
5845
Bontempo Ohly Capital Management
Maryland
$222M -$10.5M -5% 0.52% 49.6% 39 33.33% 4.1
Formula Growth
5846
Formula Growth
Quebec, Canada
$222M -$38M -15% 6.21% 118% 160 36.25% 2.8
Capital Wealth Alliance
5847
Capital Wealth Alliance
Arizona
$221M -$12.8M -5% 2.63% 124% 95 10.53% 2.5
SA
5848
Sunesis Advisors
Kansas
$221M +$440K +0.2% 2.3% – 60 13.33% 2.7
Pillsbury Lake Capital
5849
Pillsbury Lake Capital
California
$221M -$65M -23% 1.66% – 41 48.78% 0.2
Meritas Wealth Management
5850
Meritas Wealth Management
California
$221M +$13.2M +6% 1.73% 69.4% 60 3.33% 2.4