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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)
Perspective Wealth Advisors
7001
Perspective Wealth Advisors
Colorado
$154M +$13.8M +10% 0.2% – 58 10.34% 0.2
Foresight Global Investors
7002
Foresight Global Investors
New York
$154M -$32.9M -18% 4.26% 69.9% 31 19.35% 1
Fidato Wealth
7003
Fidato Wealth
Ohio
$154M -$2.52M -2% 2.72% 61.1% 15 0% 2.3
SBI Holdings USA
7004
SBI Holdings USA
California
$154M +$26M +20% 20.3% – 1 0% 0.3
AFC
7005
Alpine Fox Capital
Nevada
$154M -$35.5M -19% 15.4% – 23 47.83% 0.4
Silver Oak Wealth Advisors Services
7006
Silver Oak Wealth Advisors Services
California
$154M -$1.09M -0.7% 0.18% – 39 7.69% 1.1
Cedar Point Capital Partners
7007
Cedar Point Capital Partners
Iowa
$154M -$2.68M -2% 0.54% 55.4% 77 18.18% 1.6
Cravens & Co Advisors
7008
Cravens & Co Advisors
Tennessee
$154M +$1.22M +0.8% 0.15% 70.4% 71 21.13% 2.2
HPM
7009
H. Partners Management
New York
$154M -$4.18M -3% 24.3% 13.5% 3 33.33% 1
Millbank Dartmoor Portsmouth
7010
Millbank Dartmoor Portsmouth
North Carolina
$154M -$49.8M -24% 5.16% – 2 50% 0.1
VFS
7011
Valpey Financial Services
New Hampshire
$154M -$2.91M -2% 0.63% – 75 4% 0.7
GCA
7012
Gallagher Capital Advisors
Texas
$154M -$1.19M -0.8% 2.83% – 76 26.32% 0.8
Nova Wealth Management
7013
Nova Wealth Management
Florida
$154M +$7.65M +5% 2.12% – 650 26.62% 0.9
RFMS
7014
RWQ Financial Management Services
Florida
$153M -$64M -29% 1.12% 446% 26 38.46% 1.7
BVC
7015
Bright Valley Capital
Hong Kong
$153M -$116M -43% 1.8% – 20 60% 0.6
Doheny Asset Management
7016
Doheny Asset Management
California
$153M -$10.4M -6% 1.47% 135% 66 15.15% 6.7
Pacific Park Financial
7017
Pacific Park Financial
California
$153M -$6.98M -4% 1.07% – 78 11.54% 0.2
Warner Group
7018
Warner Group
Connecticut
$153M -$9.1M -6% 0.28% – 83 16.87% 0.4
Blue Capital Inc
7019
Blue Capital Inc
Nebraska
$153M +$12.8M +9% 2.39% – 122 42.62% 0.5
Washington Growth Strategies
7020
Washington Growth Strategies
District of Columbia
$153M -$1.61M -1% 0.24% – 60 11.67% 1.1
Atlantic Private Wealth
7021
Atlantic Private Wealth
North Carolina
$153M -$3.43M -2% 1.32% 55.7% 410 27.8% 1.3
McGinn Penninger Investment Management
7022
McGinn Penninger Investment Management
Virginia
$153M -$19.2M -11% 0.26% 51.9% 35 2.86% 3.4
Orser Capital Management
7023
Orser Capital Management
Texas
$153M -$24M -14% 0.74% 128% 55 16.36% 4.7
Bravias Capital Group
7024
Bravias Capital Group
New Jersey
$153M -$12.4M -8% 0.62% – 117 25.64% 1
BCM
7025
Berbice Capital Management
New York
$153M -$13.7M -8% 6.2% – 190 40% 0.7