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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)
Kennon-Green & Company
7026
Kennon-Green & Company
Ohio
$123M +$6.82M +6% 6.7% 58.4% 42 2.38% 2.1
Crew Capital Management
7027
Crew Capital Management
Ohio
$123M +$1.77M +1% 0.98% 111% 157 12.74% 1.7
AdviceOne Advisory Services
7028
AdviceOne Advisory Services
Connecticut
$122M +$9.8M +9% 7.57% – 33 12.12% 0.2
Bannerman Wealth Management Group
7029
Bannerman Wealth Management Group
Texas
$122M +$1.49M +1% 1.53% – 35 8.57% 0.2
Kagan Cocozza Asset Management
7030
Kagan Cocozza Asset Management
New Jersey
$122M +$1.95M +2% 0.18% – 63 3.17% 0.3
GC
7031
Gratia Capital
California
$122M +$20.1M +20% 9.34% 42.4% 33 42.42% 0.7
Refined Wealth Management
7032
Refined Wealth Management
Utah
$122M -$9.13M -7% 3.94% 99.4% 30 20% 2.6
LPF Advisors
7033
LPF Advisors
Florida
$122M +$2.63M +2% 1.47% – 37 16.22% 1
Illumine Investment Management
7034
Illumine Investment Management
Washington
$122M +$592K +0.5% 1.31% – 93 5.38% 0.2
Petra Financial Advisors
7035
Petra Financial Advisors
Colorado
$122M -$25M -17% 2.52% 129% 152 26.97% 1.4
MWS
7036
MFA Wealth Services
California
$122M -$3.04M -2% 0.8% – 110 5.45% 0.2
Code Waechter
7037
Code Waechter
Florida
$122M +$7.02M +6% 1.88% – 139 36.69% 0.3
Tsai Capital
7038
Tsai Capital
New York
$122M -$15.8M -12% 10.4% 29.2% 29 24.14% 2.3
Gentry Private Wealth
7039
Gentry Private Wealth
Kansas
$122M +$97.5M +406% 2.52% – 89 66.29% 0.2
Magnolia Private Wealth
7040
Magnolia Private Wealth
Pennsylvania
$121M +$5.08M +4% 0.15% – 118 17.8% 0.2
BAWM
7041
Bennett Associates Wealth Management
Pennsylvania
$121M +$811K +0.7% 1.29% 51% 49 18.37% 0.8
Financial Harvest
7042
Financial Harvest
Florida
$121M +$2.78M +2% 2.67% – 103 98.06% 0
Oppenheimer & Close
7043
Oppenheimer & Close
New York
$121M -$383K -0.3% 5.41% 148% 54 11.11% 5.1
Audent Global Asset Management
7044
Audent Global Asset Management
California
$121M -$32.5M -21% 6.64% 112% 51 3.92% 2.3
LI
7045
Latash Investments
Alaska
$121M -$6.94M -5% 0.37% 110% 17 5.88% 4.3
PKO BP Bankowy Universal Pension Society
7046
PKO BP Bankowy Universal Pension Society
Poland
$121M +$879K +0.7% 0.23% – 15 20% 0.2
Chancellor Financial Group WB
7047
Chancellor Financial Group WB
Pennsylvania
$121M -$3.07M -2% 3.04% – 139 11.51% 0.2
Northern Financial Advisors
7048
Northern Financial Advisors
Michigan
$121M -$4.06M -3% 1.03% 120% 109 5.5% 2
Note Advisors
7049
Note Advisors
New York
$121M +$8.2M +7% 0.53% – 79 11.39% 0.2
Nautilus Advisors
7050
Nautilus Advisors
California
$121M -$4.56M -4% 2.81% – 160 10.63% 0.2