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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)
Kingstone Capital Partners Texas
6851
Kingstone Capital Partners Texas
Texas
$162M -$9.01M -5% 5.45% – 62 14.52% 1
Accel XI Associates
6852
Accel XI Associates
California
$162M -$351M -68% 20.3% – 1 0% 0.3
Sarver Vrooman Wealth Advisors
6853
Sarver Vrooman Wealth Advisors
Missouri
$162M +$5.04M +3% 3.33% – 140 3.57% 0.9
Panoramic Capital Partners
6854
Panoramic Capital Partners
Oregon
$162M -$734K -0.5% 3% – 65 7.69% 1
M3 Advisory Group
6855
M3 Advisory Group
Massachusetts
$162M -$1.78M -1% 1.89% – 155 12.26% 1.7
Bay Capital Advisors
6856
Bay Capital Advisors
Virginia
$162M -$1.66M -1% 1.82% – 116 12.07% 1.1
BC
6857
Bulwark Capital
Florida
$162M +$21.6M +15% 1.47% – 101 5.94% 0.7
Lagoda Investment Management
6858
Lagoda Investment Management
New York
$162M -$10.5M -6% 15.3% 250% 28 21.43% 6.4
Themes Management Co
6859
Themes Management Co
Connecticut
$162M +$28.3M +21% 22.1% – 175 33.14% 0.2
Investment Partners Asset Management
6860
Investment Partners Asset Management
New Jersey
$162M +$1.32M +0.8% 1.66% 86.1% 170 10.59% 1.8
Manuka Financial
6861
Manuka Financial
Virginia
$162M +$844K +0.5% 0.12% – 57 1.75% 1.1
Herbst Group
6862
Herbst Group
Connecticut
$162M -$8.04M -5% 0.59% 142% 79 46.84% 1.7
CFA
6863
Collaborative Fund Advisors
Nevada
$162M – – 0.43% – 160 – 0
Greenhouse Wealth Management
6864
Greenhouse Wealth Management
Connecticut
$162M -$7.37M -4% 2.93% 87.2% 62 11.29% 3.9
Guerra Pan Advisors
6865
Guerra Pan Advisors
New Jersey
$162M -$6.88M -4% 3.57% 149% 124 11.29% 2.8
Carter Financial Group
6866
Carter Financial Group
Illinois
$162M -$6.91M -4% 3.05% – 131 11.45% 1.5
Petra Financial Advisors
6867
Petra Financial Advisors
Colorado
$162M -$8.8M -5% 5.63% 129% 160 40.63% 1.8
FC
6868
Fore Capital
New York
$162M -$144M -47% 0.54% 25.4% 65 72.31% 0.5
GEN Financial Management
6869
GEN Financial Management
Minnesota
$162M +$2.71M +2% 1% – 51 7.84% 1
Accordant Advisory Group
6870
Accordant Advisory Group
Maryland
$161M +$16.5M +11% 9.3% – 264 43.56% 0.8
BayBridge Capital Group
6871
BayBridge Capital Group
California
$161M $0 0% 1.16% 78.5% 95 0% 1.5
Coastline Complete Wealth
6872
Coastline Complete Wealth
South Carolina
$161M +$2.56M +2% 3.68% – 59 22.03% 0.2
Lavelle Capital
6873
Lavelle Capital
California
$161M +$3.29M +2% 9.27% – 102 44.12% 0.2
Innealta Capital
6874
Innealta Capital
Texas
$161M -$23.8M -13% 2.32% 69.8% 99 38.38% 2.5
Gutierrez Wealth Advisory
6875
Gutierrez Wealth Advisory
Arkansas
$161M +$1.77M +1% 2.06% – 72 16.67% 0.9