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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)
Blodgett Wealth Advisors
7126
Blodgett Wealth Advisors
California
$117M -$10.2M -8% 7.33% 150% 63 9.52% 2.4
DFA
7127
Davies Financial Advisors
California
$117M -$204K -0.2% 5.13% – 71 19.72% 0.8
Sherrill & Hutchins Financial Advisory
7128
Sherrill & Hutchins Financial Advisory
Georgia
$117M +$4.18M +4% 3.66% 41.6% 12 8.33% 1
SCP Investment
7129
SCP Investment
California
$117M -$13.6M -10% 10.3% 32.8% 62 48.39% 1.6
Goodlander Investment Management
7130
Goodlander Investment Management
Texas
$117M -$18.6M -14% 0.89% – 15 66.67% 0.1
Aegis Financial
7131
Aegis Financial
Virginia
$117M +$1.09M +0.9% 2.12% 266% 24 12.5% 2.6
HFG Advisors
7132
HFG Advisors
Ohio
$117M +$2.67M +2% 1.8% 69.7% 101 14.85% 2.2
Colrain Capital
7133
Colrain Capital
Massachusetts
$117M +$15.1M +15% 9.44% – 27 11.11% 6.4
William Mack & Associates
7134
William Mack & Associates
Michigan
$117M +$21.3M +22% 2.55% – 73 16.44% 0.2
Shepherd Kaplan Krochuk
7135
Shepherd Kaplan Krochuk
Massachusetts
$117M -$2.83M -2% 0.58% 38.5% 61 21.31% 2.9
Travelers Companies
7136
Travelers Companies
Minnesota
$117M -$14M -11% 10.7% – 4 50% 0.5
Ativo Capital Management
7137
Ativo Capital Management
Illinois
$117M +$16M +16% 10.5% 63.2% 59 22.03% 2.1
Merkkuri Wealth Advisors
7138
Merkkuri Wealth Advisors
New York
$117M -$9.7M -8% 1.51% – 88 11.36% 0.7
BGI
7139
B Group Inc
Texas
$117M -$46.9M -29% 9.51% – 20 15% 0.2
7G Capital Management
7140
7G Capital Management
New York
$117M +$3.12M +3% 0.75% 137% 8 25% 1.9
Obsido Oy
7141
Obsido Oy
$117M +$5.49M +5% 0.28% – 20 0% 0.3
Bluegrass Capital Partners
7142
Bluegrass Capital Partners
Florida
$117M +$3.99M +4% 0.34% 60.1% 12 16.67% 2.6
Argyle Capital Partners
7143
Argyle Capital Partners
California
$117M +$61.7K +0.1% 0.03% – 151 15.23% 0.2
Three Cord True Wealth Management
7144
Three Cord True Wealth Management
Pennsylvania
$117M +$1.01M +0.9% 3.89% – 28 7.14% 0.2
MCM
7145
Magnolia Capital Management
New York
$117M -$9.33M -7% 3.6% 85.9% 76 10.53% 3.8
JDH Wealth Management
7146
JDH Wealth Management
California
$117M +$2.51M +2% 1.28% – 49 10.2% 0.2
Longview Asset Management (New Mexico)
7147
Longview Asset Management (New Mexico)
New Mexico
$117M +$1.81M +2% 0.5% – 57 12.28% 0.2
Longview Financial Advisors
7148
Longview Financial Advisors
Alabama
$117M -$10.4M -8% 2.17% 47.4% 45 6.67% 1.1
Seneschal Advisors
7149
Seneschal Advisors
Washington
$116M -$3.12M -3% 2% – 37 13.51% 0.2
LSP Investment Advisors
7150
LSP Investment Advisors
New York
$116M -$26.9M -19% 4.67% 79.5% 24 25% 2.7