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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)
Valley Brook Capital Group
7101
Valley Brook Capital Group
Pennsylvania
$149M -$1.96M -1% 1.54% 122% 123 11.38% 3.9
Forthright Family Wealth Advisory
7102
Forthright Family Wealth Advisory
Texas
$149M -$10M -6% 2.33% 60.2% 78 58.97% 1.1
Rainier Family Wealth
7103
Rainier Family Wealth
Washington
$149M +$16.4M +12% 1.09% – 104 23.08% 0.9
Mainstream Capital Management
7104
Mainstream Capital Management
California
$149M -$3.69M -2% 2.61% – 93 10.75% 1.3
Systrade
7105
Systrade
Liechtenstein
$149M -$14.9M -9% 2.04% 152% 15 26.67% 1.1
Cathy Pareto & Associates
7106
Cathy Pareto & Associates
Florida
$149M +$4.93M +3% 0.38% – 98 8.16% 1
Graphene Investments SAS
7107
Graphene Investments SAS
France
$149M -$10.5M -7% 1.35% 103% 44 0% 2.3
Atala Financial
7108
Atala Financial
California
$149M -$7.87M -5% 3.64% – 131 17.56% 1.1
ACM
7109
Ariose Capital Management
Hong Kong
$149M -$150M -50% 95.1% 2,106% 25 84% 0.3
Northeast Planning Associates NH
7110
Northeast Planning Associates NH
New Hampshire
$149M +$7.37M +5% 1.52% – 58 15.52% 0.9
Rockbridge Capital Management
7111
Rockbridge Capital Management
Virginia
$149M -$16.7M -10% 7.7% – 32 18.75% 1
Clark Wealth Partners
7112
Clark Wealth Partners
Illinois
$149M -$15.3M -9% 1.43% – 654 22.17% 0.9
Dutch Asset Corp
7113
Dutch Asset Corp
New York
$149M +$19M +15% 1.49% – 102 23.53% 0.2
CogentBlue Wealth Advisors
7114
CogentBlue Wealth Advisors
Tennessee
$149M +$2M +1% 2.76% – 87 24.14% 0.9
Keystone Financial Services (Nebraska)
7115
Keystone Financial Services (Nebraska)
Nebraska
$149M +$1.84M +1% 1.84% – 58 6.9% 1
KM Capital Management
7116
KM Capital Management
Texas
$149M -$47.1M -24% 2.13% 60.8% 96 71.88% 0.8
Flavin Financial Services
7117
Flavin Financial Services
Florida
$149M +$2.73M +2% 0.54% – 72 4.17% 1.1
McAlvany Wealth Management
7118
McAlvany Wealth Management
Colorado
$148M +$17.7M +14% 17% – 44 15.91% 0.2
PWM
7119
Pinnacle Wealth Management
California
$148M -$18.4K -0% 1.99% 194% 42 47.62% 1.9
Hopwood Financial Services
7120
Hopwood Financial Services
Virginia
$148M +$6.38M +4% 0.3% – 92 11.96% 1.2
Bannerman Wealth Management Group
7121
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 0.55% – 34 8.82% 1.1
Clark & Stuart Inc
7122
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 4.33% – 53 11.32% 1.1
BTC
7123
Bank & Trust Company
Illinois
$148M +$6.78M +5% 5.23% – 304 2.63% 1.6
BAWM
7124
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 1.61% 51% 66 28.79% 1.2
MCM
7125
Magnolia Capital Management
New York
$148M +$13.9M +10% 1.65% 85.9% 76 3.95% 4.2