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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)
JDH Wealth Management
7126
JDH Wealth Management
California
$148M +$2.45M +2% 1.74% – 54 5.56% 1.1
Corepath Wealth Partners
7127
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 1% 62.1% 42 2.38% 2.9
Lakehouse Capital
7128
Lakehouse Capital
Australia
$148M +$9.6M +7% 21.6% 87.4% 14 14.29% 3.5
UG Investment Advisers
7129
UG Investment Advisers
Taiwan
$148M -$286M -66% 4.74% 183% 15 26.67% 1.3
Authentikos Wealth Advisory
7130
Authentikos Wealth Advisory
California
$148M -$3.04M -2% 1.26% 43.5% 76 21.05% 0.9
Jacksonville Wealth Management
7131
Jacksonville Wealth Management
Florida
$148M +$6.83M +5% 3.07% – 79 20.25% 1.1
S.R. Schill & Associates
7132
S.R. Schill & Associates
Washington
$148M +$6.41M +5% 1.91% 42.7% 31 25.81% 3.3
Foundation Wealth Management (Missouri)
7133
Foundation Wealth Management (Missouri)
Missouri
$148M -$3.91M -3% 2.92% 74.9% 45 11.11% 2.3
DMC Group
7134
DMC Group
Alabama
$148M -$1.9M -1% 0.42% 116% 158 18.99% 2.4
MQS Management
7135
MQS Management
New York
$148M -$21.6M -13% 2.17% 4.55% 615 77.72% 0.1
U.S. Wealth Group
7136
U.S. Wealth Group
New York
$148M -$3.8M -3% 0.69% – 45 13.33% 1.1
Orleans Capital Management
7137
Orleans Capital Management
Louisiana
$148M -$13.1M -8% 1.78% 94.6% 128 22.66% 3.2
SLT Holdings
7138
SLT Holdings
Arizona
$148M -$7.61M -5% 5.94% – 164 31.71% 0.7
1620 Investment Advisors
7139
1620 Investment Advisors
Massachusetts
$148M -$2.19M -1% 4.32% 71.4% 675 6.67% 1.8
Cannon Wealth Management Services
7140
Cannon Wealth Management Services
North Carolina
$148M +$6.17M +4% 1.37% – 89 11.24% 1.3
Robinson Smith Wealth Advisors
7141
Robinson Smith Wealth Advisors
Maine
$148M +$1.38M +0.9% 1.18% 62.6% 86 4.65% 1.8
North Dallas Bank & Trust
7142
North Dallas Bank & Trust
Texas
$148M -$5.56M -4% 1.37% – 113 7.08% 0.7
Northern Lights Advisors
7143
Northern Lights Advisors
Washington
$148M +$1.85M +1% 2.95% – 57 5.26% 0.2
Davis Capital Management
7144
Davis Capital Management
Florida
$148M +$2.25M +2% 1% – 648 16.2% 2.3
Wynnefield Capital
7145
Wynnefield Capital
New York
$148M -$30.3M -17% 7.54% 52.1% 12 25% 7.2
SwitchPoint Financial Planning
7146
SwitchPoint Financial Planning
Utah
$147M +$4.7M +3% 0.36% – 65 6.15% 1
JWM
7147
JP Wealth Management
South Carolina
$147M +$6M +4% 3.49% – 16 12.5% 1
Campion Asset Management
7148
Campion Asset Management
Virginia
$147M +$3.4M +2% 2.22% 70.2% 83 4.82% 4.2
Paradigm Strategies in Wealth Management
7149
Paradigm Strategies in Wealth Management
Minnesota
$147M -$4.97M -3% 0.56% 41.2% 57 17.54% 2.9
Entruity Wealth
7150
Entruity Wealth
California
$147M +$7.03M +5% 2.4% – 47 6.38% 1.1