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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)
Pine Brook Road Advisors
6901
Pine Brook Road Advisors
New York
$128M -$11.9M -9% 7.83% – 2 0% 1.3
Foundation Wealth Management (Missouri)
6902
Foundation Wealth Management (Missouri)
Missouri
$128M -$1.14M -0.9% 2.95% 74.9% 45 2.22% 1.7
Paragon Financial Partners
6903
Paragon Financial Partners
California
$128M -$5.14M -4% 3.2% 90.6% 71 2.82% 2.9
BWM
6904
BCO Wealth Management
New Mexico
$128M +$7.3M +6% 0.46% – 34 11.76% 0.3
BFS
6905
Burr Financial Services
California
$127M -$20.7M -14% 12.1% 478% 35 14.29% 0.9
Guerra Pan Advisors
6906
Guerra Pan Advisors
New Jersey
$127M -$10.7M -8% 5.94% 149% 112 6.25% 2.5
Asset Planning Inc
6907
Asset Planning Inc
California
$127M -$3.86M -3% 1.79% – 332 13.55% 0.2
Investment Partners Asset Management
6908
Investment Partners Asset Management
New Jersey
$127M +$1.26K +0% 0.73% 86.1% 157 10.83% 1.1
Valley Brook Capital Group
6909
Valley Brook Capital Group
Pennsylvania
$127M -$6.46M -5% 1.3% 122% 118 10.17% 3.3
Del-Sette Capital Management
6910
Del-Sette Capital Management
New York
$127M +$4.14M +3% 2.61% 112% 42 30.95% 1.8
MidAtlantic Capital Management
6911
MidAtlantic Capital Management
Virginia
$127M -$9.22M -7% 3.2% 61.2% 246 68.29% 1.2
Applied Capital LLC
6912
Applied Capital LLC
Florida
$127M -$1.78M -1% 2.55% 78.3% 92 10.87% 1.7
David J. Yvars Group
6913
David J. Yvars Group
Florida
$127M -$36.8M -22% 5.05% 143% 80 18.75% 3
EHP Funds Inc
6914
EHP Funds Inc
Canada
$127M +$19.2M +18% 0.68% 173% 71 78.87% 0.4
Climber Capital
6915
Climber Capital
Switzerland
$127M +$5.62M +5% 2.68% – 63 23.81% 0.2
Terra Nova Asset Management
6916
Terra Nova Asset Management
New York
$127M -$4.24M -3% 2.07% 172% 93 18.28% 3.3
Sugar Maple Asset Management
6917
Sugar Maple Asset Management
Wisconsin
$127M -$4.41M -3% 4.38% – 485 88.25% 0.6
OmniStar Financial Group
6918
OmniStar Financial Group
North Carolina
$127M +$2.49M +2% 4.38% 75.6% 172 61.63% 0.9
TA
6919
TPG Advisors
Illinois
$127M -$1.16M -0.9% 0.74% – 96 14.58% 0.7
4J Wealth Management
6920
4J Wealth Management
Virginia
$127M +$3.29M +3% 1.49% 74.7% 92 11.96% 2.7
Thompson Davis & Co
6921
Thompson Davis & Co
Virginia
$127M -$28.7M -18% 14.9% 179% 157 36.94% 2.4
Live Oak Investment Partners
6922
Live Oak Investment Partners
Texas
$127M -$4.4M -3% 0.55% – 86 100% 1.9
Sierra Ocean
6923
Sierra Ocean
California
$127M +$4.23M +3% 0.8% – 1,138 16.43% 0.2
Vienna Asset Management
6924
Vienna Asset Management
California
$127M -$21.2M -14% 9.88% – 52 23.08% 1.6
Littlejohn Financial Services
6925
Littlejohn Financial Services
Oregon
$127M +$14.9M +13% 2.13% – 68 35.29% 0.2