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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)
M3 Advisory Group
6926
M3 Advisory Group
Massachusetts
$127M -$13.1M -9% 3.47% – 151 13.91% 1.1
MSK
6927
Melissa S. Kampmann
$127M -$602K -0.5% 0.52% 82.1% 42 4.76% 1.4
Hidden Cove Wealth Management
6928
Hidden Cove Wealth Management
Washington
$126M +$3.25M +3% 2.68% – 71 23.94% 0.2
Brightwater Advisory
6929
Brightwater Advisory
Florida
$126M -$1.13M -0.9% 0.67% – 61 6.56% 1.1
Vestia Personal Wealth Advisors
6930
Vestia Personal Wealth Advisors
Indiana
$126M +$4.93M +4% 0.55% – 98 6.12% 0.6
Bruce G. Allen Investments
6931
Bruce G. Allen Investments
Colorado
$126M +$3.07M +2% 5.07% – 1,149 10.53% 1.1
Delos Wealth Advisors
6932
Delos Wealth Advisors
Texas
$126M +$760K +0.6% 1.79% 58% 202 75.74% 2.6
Mirabaud Asset Management (France)
6933
Mirabaud Asset Management (France)
France
$126M +$40.2M +47% 0% – 16 0% 0.1
PIP
6934
PB Investment Partners
California
$126M -$7.23M -5% 3.31% 81.1% 8 0% 2.8
Mainstream Capital Management
6935
Mainstream Capital Management
California
$126M -$16.4M -12% 3.37% – 324 74.07% 0.5
Moon Capital Management
6936
Moon Capital Management
New York
$126M -$5.28M -4% 17.3% 76.3% 18 38.89% 3.7
EMB
6937
Elefante Mark B
$126M +$16.7M +15% 1.21% – 57 12.28% 4
Challenger Wealth Management
6938
Challenger Wealth Management
California
$126M +$10.1M +9% 1.63% – 125 25.6% 0.2
U.S. Wealth Group
6939
U.S. Wealth Group
New York
$126M -$6.09M -5% 1.53% – 42 9.52% 0.2
HMV Wealth Advisors
6940
HMV Wealth Advisors
Louisiana
$126M +$26.1M +26% 1.51% – 84 11.9% 0.2
FSA Advisors
6941
FSA Advisors
Michigan
$126M +$44.3M +54% 2.25% – 190 33.16% 0.7
Twenty Acre Capital
6942
Twenty Acre Capital
Pennsylvania
$126M +$3.52M +3% 1.07% 196% 18 5.56% 2
Park Square Financial Group
6943
Park Square Financial Group
Georgia
$126M -$18.7M -13% 3.32% – 1,054 17.93% 0.2
Safir Wealth Advisors
6944
Safir Wealth Advisors
New Hampshire
$126M -$3.65M -3% 2.64% 52.1% 17 11.76% 3
Rochester Wealth Strategies
6945
Rochester Wealth Strategies
Michigan
$126M – – 0.06% – 23 – 0
Laraway Financial Advisors
6946
Laraway Financial Advisors
Minnesota
$126M -$3.92M -3% 1.88% 101% 122 3.28% 2.8
Aegon USA Investment Management
6947
Aegon USA Investment Management
Iowa
$126M -$4.66M -4% 3.69% 44.9% 38 0% 1.9
Nabity-Jensen Investment Management
6948
Nabity-Jensen Investment Management
Nebraska
$126M -$6.56M -5% 3.02% 85.3% 68 5.88% 1.1
Gordian Advisors
6949
Gordian Advisors
Arizona
$126M -$515K -0.4% 0.73% 55.4% 39 5.13% 0.9
Ellerson Group
6950
Ellerson Group
Maryland
$126M -$11.3M -8% 4.42% 178% 52 7.69% 1.7