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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)
Menard Financial Group
6226
Menard Financial Group
Texas
$152M +$11.6M +8% 5.56% 141% 117 14.53% 1.4
Sebold Capital Management
6227
Sebold Capital Management
Illinois
$152M +$6.92M +5% 7.02% – 75 13.33% 1.5
Apricus Wealth
6228
Apricus Wealth
South Carolina
$152M +$11.7M +8% 6.76% 80.6% 96 7.29% 2
KA
6229
Kearns & Associates
California
$152M +$17.7M +13% 5.78% 78.7% 44 6.82% 1.8
DIS
6230
Diversified Investment Strategies
Louisiana
$152M +$8.58M +6% 8.13% 93.8% 50 4% 4.6
Merrion Investment Management
6231
Merrion Investment Management
New Jersey
$152M +$6.08M +4% 5.41% 161% 103 5.83% 2.5
Petra Financial Advisors
6232
Petra Financial Advisors
Colorado
$152M +$12.5M +9% 8.07% 129% 151 27.15% 1
Melfa Wealth Management
6233
Melfa Wealth Management
Massachusetts
$152M +$8.43M +6% 6.29% 49.9% 203 2.96% 1.3
Cassia Capital Partners
6234
Cassia Capital Partners
North Carolina
$151M -$190K -0.1% 5.55% 59.9% 60 6.67% 2.1
Applied Fundamental Research
6235
Applied Fundamental Research
Massachusetts
$151M +$15.5M +11% 16% 44.6% 13 7.69% 2.7
Barnett & Company
6236
Barnett & Company
Tennessee
$151M +$12.1M +9% 7.69% 65.9% 87 17.24% 4
Sard Wealth Management Group
6237
Sard Wealth Management Group
Georgia
$151M +$8.87M +6% 6.14% 51.3% 47 6.38% 0.6
Ecofi Investissements
6238
Ecofi Investissements
France
$151M -$28.7M -16% 5.12% – 42 7.14% 0.2
Strategic Financial Planning
6239
Strategic Financial Planning
Texas
$151M +$12.6M +9% 8.13% 47.5% 37 8.11% 3.5
Seven Mile Advisory
6240
Seven Mile Advisory
New Jersey
$151M +$15.2M +11% 4.12% 146% 178 16.85% 0.9
Jacobs Asset Management
6241
Jacobs Asset Management
New York
$151M -$6.45M -4% 14.9% 114% 42 42.86% 1.9
Round Hill Asset Management
6242
Round Hill Asset Management
California
$151M -$5.69M -4% 6.89% 43.2% 62 3.23% 5.5
HAM
6243
Hedges Asset Management
Nevada
$151M +$11.8M +8% 7.85% – 121 11.57% 2
Tenon Financial
6244
Tenon Financial
New Jersey
$151M +$22.8M +18% 6% – 46 15.22% 0.4
Black Maple Capital Management
6245
Black Maple Capital Management
Wisconsin
$151M -$2.09M -1% 3.75% 35.7% 131 51.91% 0.7
Planning Capital Management Corporation
6246
Planning Capital Management Corporation
Pennsylvania
$151M +$9.27M +7% 9.49% – 925 37.84% 0.5
OM
6247
OV Management
Minnesota
$151M +$7.44M +5% 4.45% – 63 12.7% 0.7
EJF Capital
6248
EJF Capital
Virginia
$150M +$15.5M +11% 15.5% 127% 110 22.73% 1.9
MWA Asset Management
6249
MWA Asset Management
Massachusetts
$150M +$10M +7% 8.1% 174% 131 9.92% 0.9
Western Pacific Wealth Management
6250
Western Pacific Wealth Management
Illinois
$150M +$18.1M +14% 10.7% 91.4% 266 18.42% 1.9