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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)
Interactive Financial Advisors
7026
Interactive Financial Advisors
Illinois
$153M -$1.89M -1% 0.66% 47.6% 81 7.41% 7.5
Bruce G. Allen Investments
7027
Bruce G. Allen Investments
Colorado
$153M +$5M +3% 5.56% – 1,158 13.04% 1.8
Marshall & Sterling Wealth Advisors
7028
Marshall & Sterling Wealth Advisors
New York
$153M +$1.36M +0.9% 1.2% – 364 12.64% 1.1
Fiduciary Wealth Partners
7029
Fiduciary Wealth Partners
Massachusetts
$153M -$91.1M -37% 2.25% – 97 46.39% 1.6
Round Hill Asset Management
7030
Round Hill Asset Management
California
$153M -$6.01M -4% 4.65% 43.2% 67 13.43% 5.5
SeaTown Holdings
7031
SeaTown Holdings
Singapore
$153M -$19.7M -11% 10.5% 220% 22 45.45% 1.1
PUREfi Wealth
7032
PUREfi Wealth
Massachusetts
$153M +$22.1M +17% 0.84% – 205 28.29% 0.8
Climber Capital
7033
Climber Capital
Switzerland
$153M -$829K -0.5% 1.84% – 70 18.57% 1
Ellerson Group
7034
Ellerson Group
Maryland
$153M +$4.78M +3% 0.91% 178% 62 14.52% 2
Redwood Financial Network
7035
Redwood Financial Network
Ohio
$153M -$4.36M -3% 2.29% 82.2% 190 17.37% 2.5
Sellaronda Global Management
7036
Sellaronda Global Management
New York
$152M +$36.8M +32% 9.14% – 12 66.67% 0.4
Horizons Wealth Management
7037
Horizons Wealth Management
North Carolina
$152M -$158K -0.1% 0.2% – 172 2.91% 3.1
Comprehensive Money Management Services
7038
Comprehensive Money Management Services
Florida
$152M +$7.41M +5% 4.14% – 196 4.59% 1.1
Tower Trust & Investment Company
7039
Tower Trust & Investment Company
Iowa
$152M -$6.58M -4% 1.99% – 216 9.26% 0.9
Forest Hill Capital
7040
Forest Hill Capital
Arkansas
$152M -$43.3M -22% 8.37% 132% 36 50% 4.3
Integras Partners
7041
Integras Partners
Georgia
$152M +$28.5M +23% 3.4% – 73 16.44% 0.9
Somnio Financial Group
7042
Somnio Financial Group
Connecticut
$152M +$941K +0.6% 0.85% – 14 0% 1.6
Ibex Investors
7043
Ibex Investors
Colorado
$152M +$10M +7% 18.1% 1.71% 18 44.44% 1
State of Wisconsin - Board of Commissioners of Public Lands
7044
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$152M -$2.77M -2% 1% 4.78% 6 0% 3
CIG
7045
Cascade Investment Group
Colorado
$152M +$2.07M +1% 1.75% 93.2% 158 16.46% 2.3
Silvia McColl Wealth Management
7046
Silvia McColl Wealth Management
California
$152M +$1.41M +0.9% 1.84% 82.7% 122 7.38% 2.6
Point Nemo Capital
7047
Point Nemo Capital
Texas
$152M +$50.8M +50% 8.9% – 135 65.93% 0.1
FSA Advisors
7048
FSA Advisors
Michigan
$152M +$7.84M +5% 0.11% – 259 43.63% 0.9
Alan N. Hoffman Investment Management
7049
Alan N. Hoffman Investment Management
Massachusetts
$152M -$25.7M -14% 8.04% 114% 15 13.33% 4.2
Guided Capital Wealth Management
7050
Guided Capital Wealth Management
Texas
$152M +$8.89M +6% 1.66% – 39 20.51% 0.9