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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)
Swisher Financial Concepts
7051
Swisher Financial Concepts
Ohio
$121M +$36.1M +43% 0.88% – 90 41.11% 0.8
Lewis Asset Management
7052
Lewis Asset Management
California
$121M -$10.1M -8% 4.13% 142% 140 17.14% 1
Archvest Wealth Advisors
7053
Archvest Wealth Advisors
California
$121M -$17.1M -12% 0.22% 53.1% 66 12.12% 1.9
Tiptree Advisors
7054
Tiptree Advisors
New York
$121M +$24.4M +25% 0.8% – 27 40.74% 0.2
Morey & Quinn Wealth Partners
7055
Morey & Quinn Wealth Partners
Nebraska
$121M +$2.89M +2% 0.38% – 126 6.35% 0.2
Kepos Capital
7056
Kepos Capital
New York
$121M +$5.02M +4% 2.22% 21.1% 74 51.35% 0.9
Sand Grove Capital Management
7057
Sand Grove Capital Management
United Kingdom
$121M -$85.4M -41% 7.58% 410% 15 73.33% 0.5
SWM
7058
SpringVest Wealth Management
Texas
$121M +$3.88M +3% 2.63% – 60 18.33% 0.2
Northwest Financial Advisors
7059
Northwest Financial Advisors
Virginia
$121M -$539K -0.4% 3.36% 67% 125 14.4% 1
SIMA Wealth Partners
7060
SIMA Wealth Partners
Virginia
$120M +$2.79M +2% 0.3% – 192 15.1% 0.6
Northeast Planning Associates NH
7061
Northeast Planning Associates NH
New Hampshire
$120M +$23.8M +25% 6.61% – 60 46.67% 0.2
Holcombe Financial
7062
Holcombe Financial
Georgia
$120M -$1.02M -0.8% 1.06% – 42 16.67% 0.2
Marest Capital
7063
Marest Capital
California
$120M -$3.35M -3% 4.93% 84.5% 26 23.08% 0.9
Dynamic Wealth Strategies
7064
Dynamic Wealth Strategies
California
$120M +$7.92M +7% 0.94% 52.2% 233 72.53% 0.3
Avant Capital
7065
Avant Capital
Louisiana
$120M -$324K -0.3% 0.61% – 68 7.35% 2.6
JAIC
7066
Josh Arnold Investment Consultant
Minnesota
$120M +$2.01M +2% 4.3% 272% 23 69.57% 0.4
Baypointe Partners
7067
Baypointe Partners
Connecticut
$120M – – 9.6% – 19 – 0
SPAS
7068
Spectrum Planning & Advisory Services
California
$120M +$4.9M +4% 0.88% – 71 23.94% 1.7
A.D. Beadell Investment Counsel
7069
A.D. Beadell Investment Counsel
Wisconsin
$120M -$3.26M -3% 1.78% 83.3% 93 13.98% 4.7
Bay Capital Advisors
7070
Bay Capital Advisors
Virginia
$120M -$4.25M -3% 3.15% – 116 8.62% 0.2
Gerber LLC
7071
Gerber LLC
Ohio
$120M -$17.3M -13% 3.5% 137% 101 19.8% 1.1
Pangea Capital Gestao de Recursos
7072
Pangea Capital Gestao de Recursos
$120M -$10.2M -8% 13.3% 54.4% 6 33.33% 1.3
Two West Capital Advisors
7073
Two West Capital Advisors
Kansas
$120M +$3.04M +3% 0.55% – 82 15.85% 0.6
Guided Capital Wealth Management
7074
Guided Capital Wealth Management
Texas
$120M +$10.6M +10% 4.26% – 38 28.95% 0.2
Accredited Investor Services
7075
Accredited Investor Services
Minnesota
$120M -$5.3M -4% 2.84% – 98 70.41% 0.1