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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)
Legend Financial Advisors
6976
Legend Financial Advisors
Pennsylvania
$155M -$10M -6% 3.93% 117% 41 17.07% 3
Archvest Wealth Advisors
6977
Archvest Wealth Advisors
California
$155M -$1.72M -1% 0.87% 53.1% 78 21.79% 2
TL
6978
TowerView LLC
New York
$155M +$17M +12% 18.3% 16.3% 16 0% 5.7
OneFund LLC
6979
OneFund LLC
Florida
$155M -$12.7M -8% 1.72% – 519 3.66% 1.1
MA
6980
Minerva Advisors
Pennsylvania
$155M +$5.19M +3% 12.5% 166% 57 15.79% 8.4
EL
6981
ES4 LLC
California
$155M +$9.8M +7% 1.02% – 35 17.14% 0.2
AtlasMark Financial
6982
AtlasMark Financial
Texas
$155M $0 0% 2.07% – 47 0% 4.3
Mountain Lake Investment Management
6983
Mountain Lake Investment Management
Florida
$155M +$23.2M +18% 12.5% 64% 32 37.5% 1.5
ALAM
6984
Asahi Life Asset Management
Japan
$155M -$24.6M -14% 1.1% 133% 200 47% 2.2
Equity Wealth Partners
6985
Equity Wealth Partners
Missouri
$155M +$503K +0.3% 1.87% – 79 5.06% 0.5
LeConte Wealth Management
6986
LeConte Wealth Management
Tennessee
$155M +$1.65M +1% 0.45% – 167 26.35% 0.6
Elevate Capital Advisors
6987
Elevate Capital Advisors
Colorado
$155M +$3.42M +2% 0.01% – 88 29.55% 0.8
Yorkville Advisors Global
6988
Yorkville Advisors Global
New Jersey
$155M -$4.18M -3% 24.4% – 52 61.54% 0.2
DecisionMap Wealth Management
6989
DecisionMap Wealth Management
Virginia
$155M -$7.67M -5% 2.79% – 142 14.79% 1
Meadow Creek Wealth Advisors
6990
Meadow Creek Wealth Advisors
Georgia
$155M -$1.87M -1% 2.49% 101% 147 14.29% 3.5
Collar Capital Management
6991
Collar Capital Management
Wisconsin
$155M +$4.84M +3% 5.96% – 80 16.25% 1
Grantvest Financial Group
6992
Grantvest Financial Group
New Jersey
$154M -$1.57M -1% 1.27% – 180 16.11% 0.9
Leigh Baldwin & Co
6993
Leigh Baldwin & Co
New York
$154M +$2.35M +2% 0.01% – 176 15.34% 1
Albert D. Mason Inc
6994
Albert D. Mason Inc
Massachusetts
$154M +$2.53M +2% 6.92% 83.4% 146 16.44% 6.2
Steinberg Asset Management
6995
Steinberg Asset Management
New York
$154M +$20M +15% 22.8% 108% 42 9.52% 4.5
Rare Wolf Capital
6996
Rare Wolf Capital
Washington
$154M -$5.71M -4% 6.54% – 137 17.52% 0.2
AIFAIM
6997
American Institute for Advanced Investment Management
Arizona
$154M -$1.23M -0.8% 0.73% 79.1% 158 8.23% 3.5
Pathfinder Wealth Consulting
6998
Pathfinder Wealth Consulting
North Carolina
$154M -$4.1M -3% 1.37% – 177 14.12% 0.2
Stonekeep Investments
6999
Stonekeep Investments
New Mexico
$154M -$2.14M -1% 2.96% – 70 18.57% 1.4
NDWM LLC
7000
NDWM LLC
California
$154M +$3.08M +2% 1.41% 50.3% 39 15.38% 1.4