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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)
M28 Capital Management
6226
M28 Capital Management
Connecticut
$109M -$19.3M -15% 37.2% 73.5% 14 21.43% 0.2
Atlas Venture Associates IX
6227
Atlas Venture Associates IX
Massachusetts
$109M -$120M -53% 48.1% 89.8% 7 0% 4
Matisse Capital
6228
Matisse Capital
Oregon
$109M -$36M -25% 4.29% 73.3% 157 34.39% 2
Saber Capital Management
6229
Saber Capital Management
North Carolina
$109M -$17.8M -14% 18.1% – 16 31.25% 0.2
UAML
6230
US Asset Management LLC
Pennsylvania
$109M +$4.12M +4% 2.69% 144% 250 48.8% 0.3
RWIA
6231
Roger Wittlin Investment Advisory
California
$109M -$18.7M -15% 5.94% 61.3% 30 33.33% 0.2
ClientFirst Wealth Management
6232
ClientFirst Wealth Management
Arkansas
$109M -$2.81M -3% 4.57% – 30 0% 0.3
Shearwater Capital
6233
Shearwater Capital
Colorado
$109M -$7.55M -7% 6.59% 74.4% 38 2.63% 0.2
Lane Generational
6234
Lane Generational
Massachusetts
$109M -$7.67M -7% 9.85% 172% 38 18.42% 0.2
Basepoint Wealth
6235
Basepoint Wealth
Iowa
$108M +$6.4M +6% 9.23% 118% 87 19.54% 0.2
Euclidean Technologies Management
6236
Euclidean Technologies Management
Washington
$108M -$11.3M -9% 6.9% 124% 102 30.39% 1.1
Darrow Company
6237
Darrow Company
Massachusetts
$108M -$5.15M -5% 4.58% 44.5% 26 7.69% 0.3
Avaii Wealth Management
6238
Avaii Wealth Management
Wisconsin
$108M +$8.42M +8% 2.73% 100% 142 52.11% 0.2
TA
6239
TCM Advisors
West Virginia
$108M -$5.12M -5% 3.15% 56.1% 57 98.25% 0
CSI
6240
Cross Staff Investments
New York
$108M -$3.82M -3% 1.63% 80.3% 128 7.81% 0.2
Credit Capital Investments
6241
Credit Capital Investments
New Jersey
$108M +$4.95M +5% 2.04% 500% 78 64.1% 0.7
MY Wealth Management
6242
MY Wealth Management
Maryland
$108M -$5.81M -5% 6.38% 41.2% 30 23.33% 0.2
Redwood Financial Network
6243
Redwood Financial Network
Ohio
$108M – – 4.62% 82.2% 153 – 0
Harper Investing
6244
Harper Investing
California
$108M – – 5.25% 58.7% 50 – 0
Paragon Capital Management (Utah)
6245
Paragon Capital Management (Utah)
Utah
$108M -$9.23M -8% 4.87% 72.3% 82 35.37% 0.2
JCG
6246
John C. Goff
$108M +$22.1M +26% 29.4% – 25 44% 0.2
Velan Capital Investment Management
6247
Velan Capital Investment Management
Georgia
$108M -$21.1M -16% 9.6% 2,395% 31 38.71% 0.2
LCM
6248
Lynx1 Capital Management
Puerto Rico
$108M -$6.91M -6% 24.4% 883% 14 28.57% 0.2
Terra Nova Asset Management
6249
Terra Nova Asset Management
New York
$108M -$25.9M -19% 5.69% 172% 99 24.24% 2.2
Corundum Group
6250
Corundum Group
Colorado
$108M -$46M -30% 4.38% 89.5% 114 21.93% 2.9