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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)
First City Capital Management
6226
First City Capital Management
Georgia
$185M +$12.1M +7% 7.83% 86.4% 154 7.14% 6.6
Apricus Wealth
6227
Apricus Wealth
South Carolina
$185M +$13.4M +8% 7.21% 80.6% 132 15.91% 2.1
Charter Capital Management
6228
Charter Capital Management
Wisconsin
$185M +$15M +9% 6.51% – 65 10.77% 0.2
RCM
6229
Ratan Capital Management
Florida
$185M -$33.1M -15% 11.9% 616% 37 37.84% 2.7
Equinox Partners Investment Management
6230
Equinox Partners Investment Management
Connecticut
$185M +$9.29M +5% 41.6% 241% 10 20% 2.8
Innova Wealth Partners
6231
Innova Wealth Partners
Pennsylvania
$185M +$15M +9% 7.76% 72.5% 134 23.88% 0.7
Investments & Financial Planning LLC
6232
Investments & Financial Planning LLC
Kentucky
$185M +$11.5M +7% 7.43% 63.6% 37 0% 3
Hager Investment Management Services
6233
Hager Investment Management Services
New Hampshire
$185M +$17.4M +10% 12.2% – 302 8.61% 0.7
Interactive Financial Advisors
6234
Interactive Financial Advisors
Illinois
$185M -$20.2M -10% 5.59% 47.6% 88 9.09% 7.3
CoreFirst Bank & Trust
6235
CoreFirst Bank & Trust
Kansas
$185M +$7.84M +4% 6.49% 61.4% 345 4.93% 1.6
Strategic Investment Management
6236
Strategic Investment Management
Virginia
$185M -$1.73M -0.9% 6.32% 53.4% 14 14.29% 5
Legion Partners Asset Management
6237
Legion Partners Asset Management
California
$185M +$18.4M +11% 16.4% 206% 7 0% 3.8
KTC
6238
Kentucky Trust Company
Kentucky
$185M +$10.3M +6% 7.77% – 300 3% 0.7
Spectrum Investment Advisors
6239
Spectrum Investment Advisors
Wisconsin
$185M +$12.3M +7% 6.75% 56.5% 31 25.81% 1.2
PIM
6240
Pullen Investment Management
Florida
$185M +$18.7M +11% 7.47% – 105 10.48% 1.2
Fairbanks Capital Management
6241
Fairbanks Capital Management
California
$185M +$9.01M +5% 6.78% 90% 56 8.93% 5.3
Strive Asset Management
6242
Strive Asset Management
Ohio
$184M +$18.2M +11% 8.74% – 190 59.47% 0.3
Northern Capital Management (Washington)
6243
Northern Capital Management (Washington)
Washington
$184M +$14.3M +8% 8.72% 90.9% 47 8.51% 2.9
Sovereign's Capital Management
6244
Sovereign's Capital Management
Georgia
$184M -$2.61M -1% 0.29% – 78 1.28% 0.7
Castleview Partners
6245
Castleview Partners
Texas
$184M +$28.5M +18% 7.34% 61.3% 199 25.13% 2.8
Granite FO LLC
6246
Granite FO LLC
New Hampshire
$184M +$7.58M +4% 6.26% 112% 195 5.64% 1.4
PIS
6247
POM Investment Strategies
North Carolina
$184M +$44.1M +32% 6.5% 67.9% 220 45% 0.7
HFG Wealth Management
6248
HFG Wealth Management
Texas
$184M +$20M +12% 5.94% 45.9% 53 9.43% 1.5
Myriad Asset Management US
6249
Myriad Asset Management US
Florida
$184M +$33M +22% 14.2% – 64 68.75% 0.1
WFA Asset Management
6250
WFA Asset Management
Wisconsin
$184M +$7.08M +4% 6.89% 60% 212 8.96% 3.2