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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)
Lummis Asset Management
6226
Lummis Asset Management
Texas
$131M – – 8.85% 79.6% 174 – 0
Fairway Wealth
6227
Fairway Wealth
Ohio
$131M – – 9.45% 51.5% 74 – 0
Defined Wealth Management
6228
Defined Wealth Management
Oregon
$131M +$13.4M +11% 11% 78.1% 103 8.74% 2.3
Battery Global Advisors
6229
Battery Global Advisors
Massachusetts
$131M – – 12.5% 76.5% 41 – 0
Bridgewealth Advisory Group
6230
Bridgewealth Advisory Group
California
$131M +$49.1M +60% 7.42% 40.3% 84 28.57% 0.6
Kopion Asset Management
6231
Kopion Asset Management
Texas
$130M +$18.3M +16% 18.6% 80.5% 19 10.53% 3.3
J.H. Whitney Equity Partners VII
6232
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 125% 943% 1 0% 2
Fox Hill Wealth Management
6233
Fox Hill Wealth Management
Massachusetts
$130M – – 12.3% – 138 – 0
APS
6234
American Planning Services
Florida
$130M -$20.1M -13% 6.7% 23.8% 48 43.75% 0.9
Rainwater Charitable Foundation
6235
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 10.2% 44% 6 50% 1.6
Darrow Company
6236
Darrow Company
Massachusetts
$130M +$16.1M +14% 8.23% 44.5% 40 32.5% 1.2
Von Berge Wealth Management Group
6237
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 10.6% 60.5% 70 24.29% 1.5
JPC
6238
Jabodon PT Co
Nevada
$130M +$67.8M +109% 9.93% 66.6% 4 25% 1.1
Caldwell Investment Management
6239
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 18.1% 169% 38 47.37% 0.9
Echo45 Advisors
6240
Echo45 Advisors
California
$130M +$12M +10% 7.63% 53.6% 48 8.33% 1.5
Flagship Private Wealth
6241
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 10.8% 70.2% 84 17.86% 2.2
Pillar Wealth Advisors
6242
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 8.7% 21.9% 72 9.72% 1.5
Painted Porch Advisors
6243
Painted Porch Advisors
California
$130M – – 7.88% – 49 – 0
Penn Mutual Asset Management
6244
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 6.53% 32% 91 38.46% 1.1
Westwood Wealth Management
6245
Westwood Wealth Management
California
$130M -$21.5M -14% 18.2% 495% 40 17.5% 1.8
Broadview Financial Management
6246
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 10.4% 57.4% 40 12.5% 4.8
Andrews Lucia Wealth Management
6247
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 10.8% 64% 29 13.79% 1.4
Family Wealth Partners
6248
Family Wealth Partners
North Carolina
$130M – – 7.34% 58.5% 40 – 0
Islay Capital Management
6249
Islay Capital Management
Texas
$129M +$10.1M +8% 10.1% 72% 245 22.86% 2.6
FFG Retirement Advisors
6250
FFG Retirement Advisors
Colorado
$129M +$8.89M +7% 8% 43.4% 47 27.66% 0.6