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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)
ASI
6226
Advisory Services & Investments
Oregon
$101M +$5.8M +6% 8.89% 19.9% 39 23.08% 1.1
Cladis Investment Advisory
6227
Cladis Investment Advisory
Montana
$100M +$8.12M +9% 10.4% 131% 135 9.63% 0.8
Hickory Lane Capital Management
6228
Hickory Lane Capital Management
New York
$100M +$4.22M +4% 9.46% – 28 3.57% 1.5
Onyx Financial Advisors
6229
Onyx Financial Advisors
Idaho
$100M – – 9.33% 57.8% 10 – 0
Lake Hills Wealth Management
6230
Lake Hills Wealth Management
Texas
$100M -$9.9M -9% 1.45% 83.7% 69 100% 0
Greycroft
6231
Greycroft
New York
$100M -$39.7M -28% 28.2% 20% 3 0% 0.9
Kennon-Green & Company
6232
Kennon-Green & Company
Ohio
$100M – – 9.89% 58.4% 45 – 0
Hofer & Associates
6233
Hofer & Associates
California
$100M +$7.29M +8% 7.09% 61.7% 54 16.67% 0.9
OFG
6234
OTA Financial Group
New York
$100M -$16.2M -14% 3.43% 320% 138 73.19% 0.3
Starfox Financial Services
6235
Starfox Financial Services
Texas
$100M -$2.22M -2% 5.99% – 25 12% 0.8
Newport Capital Group
6236
Newport Capital Group
New Jersey
$100M -$92.8M -48% 6.82% – 63 31.75% 1.7
RWIA
6237
Roger Wittlin Investment Advisory
California
$100M +$96.5M +2,623% 5.07% 61.3% 39 61.54% 0.3
APS
6238
American Planning Services
Florida
$100M +$100M +124,089% 6.93% 23.8% 29 20.69% 0.7
Conrad Siegel Investment Advisors
6239
Conrad Siegel Investment Advisors
Pennsylvania
$100M +$11.4M +13% 10.2% 64.9% 31 38.71% 0.7
Silphium Asset Management
6240
Silphium Asset Management
United Kingdom
$100M -$11.1M -10% 26.7% 118% 61 65.57% 0.4
Unionview LLC
6241
Unionview LLC
Washington
$100M +$12.4M +14% 8.15% 21.2% 81 17.28% 0.8
MIM
6242
Meixler Investment Management
Arizona
$100M +$14.4M +17% 13.3% 60.8% 108 23.15% 0.7
Aurora Investment Managers
6243
Aurora Investment Managers
Florida
$100M -$689K -0.7% 0.7% 74.4% 50 6% 1.4
InTrack Investment Management
6244
InTrack Investment Management
Vermont
$100M +$9.44M +10% 7.85% 99.2% 132 26.52% 1.2
EMFO LLC
6245
EMFO LLC
Florida
$100M -$5.18M -5% 10.7% 25.8% 328 8.84% 1.3
Builders Union
6246
Builders Union
United Kingdom
$100M -$14.3M -13% 0.09% – 12 0% 0.6
Old North State Wealth Management
6247
Old North State Wealth Management
North Carolina
$100M +$13M +15% 11.8% 91.5% 64 9.38% 0.8
Richwood Investment Advisors
6248
Richwood Investment Advisors
Ohio
$99.4M +$8.31M +9% 11.5% 71.9% 105 2.86% 1
Greenhouse Wealth Management
6249
Greenhouse Wealth Management
Connecticut
$99.3M +$9.3M +10% 7.87% 87.2% 53 11.32% 1.8
Johnson & White Wealth Management
6250
Johnson & White Wealth Management
Pennsylvania
$99.3M +$10.7M +12% 7.57% 85.1% 132 84.09% 0.1