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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)
Clio Asset Management
6951
Clio Asset Management
Virginia
$126M -$9.8M -7% 5.31% 60.6% 16 12.5% 1.3
ICMP
6952
Integrated Capital Management (Pennsylvania)
Pennsylvania
$126M -$904K -0.7% 1.02% 39.7% 75 9.33% 2.8
KCM
6953
KRS Capital Management
Michigan
$126M -$15.8M -11% 7.9% 272% 113 12.39% 2.5
EQ Wealth Advisors
6954
EQ Wealth Advisors
Texas
$126M +$21.5M +21% 3.66% – 280 81.07% 0
Armor Advisors
6955
Armor Advisors
New York
$125M +$29.4M +31% 2.37% 78.5% 20 40% 1.2
Balanced Rock Investment Advisors
6956
Balanced Rock Investment Advisors
Massachusetts
$125M -$916K -0.7% 0.56% – 92 5.43% 1.1
Davis Capital Management
6957
Davis Capital Management
Florida
$125M +$2.68M +2% 0.65% – 323 4.95% 3.3
S.R. Schill & Associates
6958
S.R. Schill & Associates
Washington
$125M +$5.85M +5% 0.43% 42.7% 33 39.39% 3.2
Industrial Alliance Investment Management
6959
Industrial Alliance Investment Management
Quebec, Canada
$125M -$3.32M -3% 5.31% 88.8% 6 0% 2.8
Parkworth Wealth Management
6960
Parkworth Wealth Management
California
$125M +$5.06M +4% 0.64% – 1,307 9.26% 0.2
Capstone Wealth Management Group (Oregon)
6961
Capstone Wealth Management Group (Oregon)
Oregon
$125M -$6.39M -5% 0.47% – 104 14.42% 0.2
APW
6962
Aurora Private Wealth
New Jersey
$125M -$8.33M -6% 2.87% – 169 18.34% 2.8
TRV GP V
6963
TRV GP V
Massachusetts
$125M -$169M -57% 53% – 4 25% 0.2
Enhancing Capital
6964
Enhancing Capital
Pennsylvania
$125M -$474K -0.4% 0.66% – 94 7.45% 2.3
Paladin Advisory Group
6965
Paladin Advisory Group
Iowa
$125M -$5.61M -4% 2.3% 78.7% 242 7.85% 1.8
MontVue Capital Management
6966
MontVue Capital Management
Virginia
$125M -$6.16M -5% 2.07% 76% 62 12.9% 1.1
Babb Wealth Advisors
6967
Babb Wealth Advisors
Arizona
$125M +$688K +0.6% 1.38% – 19 0% 0.3
RFL
6968
RD Finance Ltd
Cyprus
$125M – – 7.1% – 28 – 0
Capstone Capital
6969
Capstone Capital
Nevada
$125M +$2.4M +2% 0.48% 62.8% 24 4.17% 1.1
Alpha Financial Partners
6970
Alpha Financial Partners
Kentucky
$125M -$1.85M -1% 2.71% 61.8% 90 13.33% 0.7
Gibson Wealth Advisors
6971
Gibson Wealth Advisors
Texas
$125M +$3.47M +3% 0.49% – 38 13.16% 2.6
Redwood Park Advisors
6972
Redwood Park Advisors
California
$125M -$21.5M -15% 1.4% – 363 10.47% 0.2
Tabor Asset Management
6973
Tabor Asset Management
New York
$124M -$85.4M -41% 4.2% 214% 52 51.92% 0.8
Mustard Seed Financial
6974
Mustard Seed Financial
Arkansas
$124M +$1.22M +1% 0.73% 59.2% 85 9.41% 1.1
Cultivar Capital
6975
Cultivar Capital
Texas
$124M +$10.1M +9% 7.21% 38.3% 32 15.63% 1