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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)
LifeSteps Financial
7001
LifeSteps Financial
California
$123M -$7.02M -5% 4.42% 98.4% 83 2.41% 3.8
Grantvest Financial Group
7002
Grantvest Financial Group
New Jersey
$123M +$33.8M +38% 2.02% – 138 19.57% 0.2
Gutierrez Wealth Advisory
7003
Gutierrez Wealth Advisory
Arkansas
$123M +$1.96M +2% 1.49% – 49 14.29% 0.2
York GP
7004
York GP
Cayman Islands
$123M +$16.7M +16% 19.6% – 2 0% 2
IFS Advisors
7005
IFS Advisors
Kansas
$123M -$4.07M -3% 4.04% 54.2% 205 11.22% 2.1
HFAS
7006
Hummer Financial Advisory Services
Illinois
$123M -$3.33M -3% 3.2% 71.8% 113 9.73% 3.8
Wealth Watch Advisors
7007
Wealth Watch Advisors
Colorado
$123M -$37.6M -23% 8% – 80 25% 0.2
Nalls Sherbakoff Group
7008
Nalls Sherbakoff Group
Tennessee
$123M – – 0.67% – 434 – 3.8
B
7009
BennBridge
United Kingdom
$123M +$24.7M +25% 25.7% – 6 0% 0.3
CF
7010
CBM Financial
Texas
$123M – – 1.63% – 13 – 0
J. Hagan Capital
7011
J. Hagan Capital
Kentucky
$123M – – 4.53% – 65 – 0
Mosaic Financial Group
7012
Mosaic Financial Group
Illinois
$123M -$16.4M -12% 0.55% – 128 12.5% 0.9
QGA
7013
Q Global Advisors
Texas
$123M +$25.9M +27% 2.42% 79% 59 27.12% 1.4
KAM
7014
Kazazian Asset Management
Florida
$123M -$7.89M -6% 4.9% – 79 48.1% 1.4
Broyhill Asset Management
7015
Broyhill Asset Management
North Carolina
$123M +$9.42M +8% 1.23% – 79 10.13% 0.2
Epacria Capital Partners
7016
Epacria Capital Partners
Colorado
$123M +$4.59M +4% 8.48% 89.1% 44 13.64% 1.8
Steinberg Asset Management
7017
Steinberg Asset Management
New York
$123M -$12.6M -9% 6.62% 108% 43 18.6% 4.5
Seed Wealth Management
7018
Seed Wealth Management
Illinois
$123M -$996K -0.8% 0.49% 62% 156 9.62% 1.8
Five Pine Wealth Management
7019
Five Pine Wealth Management
Idaho
$123M +$4.2M +4% 0.54% – 40 5% 0.3
BTC
7020
Bank & Trust Company
Illinois
$123M +$3.7M +3% 3.27% – 292 3.42% 0.7
Affinity Investment Advisors
7021
Affinity Investment Advisors
California
$123M +$2.77M +2% 0.13% 189% 147 17.01% 3.2
DMC Group
7022
DMC Group
Alabama
$123M -$193K -0.2% 0.01% 116% 140 17.86% 2.2
WESPAC Advisors
7023
WESPAC Advisors
California
$123M -$13.2M -10% 2.85% 126% 210 50.95% 1.1
Nan Fung Group Holdings
7024
Nan Fung Group Holdings
Hong Kong
$123M +$5.7M +5% 4.72% 281% 36 5.56% 2.1
Mount Vernon Associates
7025
Mount Vernon Associates
Maryland
$123M -$5.68M -4% 2.86% 136% 52 3.85% 7.6