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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)
Discipline Wealth Solutions
6851
Discipline Wealth Solutions
South Carolina
$108M +$7.83M +8% 2.89% 45.9% 26 23.08% 0.3
Nan Fung Group Holdings
6852
Nan Fung Group Holdings
Hong Kong
$108M -$52.6M -33% 20.7% 281% 50 32% 1.4
Upper Left Wealth Management
6853
Upper Left Wealth Management
Florida
$108M +$5.83M +6% 3.54% 52.7% 65 18.46% 1.8
Coastwise Capital Group
6854
Coastwise Capital Group
California
$108M +$9.8M +10% 9.54% 88.8% 125 12% 1.5
Northwestern University
6855
Northwestern University
Illinois
$108M -$4.51M -4% 13.7% 28.2% 6 0% 2.5
Ledgewood Wealth Advisors
6856
Ledgewood Wealth Advisors
New Hampshire
$108M -$696K -0.6% 1.91% 42.8% 63 11.11% 0.2
Sharp Financial Services
6857
Sharp Financial Services
Pennsylvania
$108M +$15.3M +17% 8.06% – 92 15.22% 0.2
MeadowBrook Investment Advisors
6858
MeadowBrook Investment Advisors
Michigan
$107M +$2.62M +2% 9.04% 81.5% 350 5.71% 0.2
Waycross Investment Management
6859
Waycross Investment Management
Washington
$107M +$16.4M +18% 5.13% 49.6% 60 28.33% 0.9
Oder Investment Management
6860
Oder Investment Management
California
$107M +$6.28M +6% 8.55% 115% 94 8.51% 2.2
Pathway Capital Management
6861
Pathway Capital Management
California
$107M +$17.9M +20% 38.2% 659% 19 78.95% 0.1
Kennon-Green & Company
6862
Kennon-Green & Company
Ohio
$107M +$8.82M +9% 8.76% 58.4% 44 2.27% 1.2
Rosalind Advisors
6863
Rosalind Advisors
Ontario, Canada
$107M -$14.4M -12% 12.7% – 41 46.34% 0.2
OCP
6864
OCO Capital Partners
New York
$107M -$59.5M -36% 16.7% 679% 4 25% 2.2
Lesa Sroufe & Co
6865
Lesa Sroufe & Co
Washington
$107M +$8.86M +9% 5.95% – 74 12.16% 4.4
Orca Investment Management
6866
Orca Investment Management
Oregon
$107M +$2.64M +3% 8.3% 139% 57 5.26% 6.8
Black Cypress Capital Management
6867
Black Cypress Capital Management
Florida
$107M – – 10% – 29 – 0
William Howard & Co Financial Advisors
6868
William Howard & Co Financial Advisors
Tennessee
$107M – – 4.48% – 45 – 0
Somerset Group
6869
Somerset Group
Minnesota
$107M -$12.4M -10% 6.05% 84.6% 69 20.29% 6.2
Orser Capital Management
6870
Orser Capital Management
Texas
$107M +$14.9M +16% 17.4% 128% 42 0% 4.1
Signature Resources Capital Management
6871
Signature Resources Capital Management
California
$107M -$3.06M -3% 6.8% 67.8% 407 0.98% 0.2
Circumference Group
6872
Circumference Group
Arkansas
$107M -$7.13M -6% 1.2% – 37 24.32% 0.2
Mosley Wealth Management
6873
Mosley Wealth Management
California
$107M +$5.15M +5% 7.1% – 103 18.45% 0.2
Foresite Capital Management V
6874
Foresite Capital Management V
California
$107M +$33.1M +45% 43% 401% 6 33.33% 2
Kuhn & Co Investment Counsel
6875
Kuhn & Co Investment Counsel
Illinois
$106M +$8.77M +9% 10.3% 88.7% 130 10% 0.2