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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)
Processus Wealth & Capital Management
7151
Processus Wealth & Capital Management
Tennessee
$147M -$4.4M -3% 1.92% 160% 36 5.56% 2
Strategent Financial
7152
Strategent Financial
Virginia
$147M -$10.8M -7% 1.53% – 41 2.44% 1.1
Brian Low Financial Group
7153
Brian Low Financial Group
Louisiana
$147M +$6.06M +4% 0.65% – 128 18.75% 0.6
LWM
7154
Lighthouse Wealth Management
Ohio
$147M +$801K +0.5% 0.43% – 45 8.89% 1.1
PWAM
7155
Pinnacle West Asset Management
Wyoming
$147M -$6.81M -4% 2.24% 100% 117 5.13% 2.6
Krane Financial Solutions
7156
Krane Financial Solutions
California
$147M – – 0.05% – 48 – 0
Income Insurance Ltd
7157
Income Insurance Ltd
$147M -$7.16M -5% 2.86% – 172 12.21% 0.2
Philadelphia Investment Partners
7158
Philadelphia Investment Partners
New Jersey
$147M – – 0.72% – 188 – 0
Slocum, Gordon & Co
7159
Slocum, Gordon & Co
Rhode Island
$147M +$8.91M +6% 12.9% 65.3% 69 20.29% 2.1
Tide Cove Capital Partners
7160
Tide Cove Capital Partners
California
$147M +$2.05M +1% 2.03% – 13 0% 1
Lesa Sroufe & Co
7161
Lesa Sroufe & Co
Washington
$147M +$12.6M +9% 12.6% – 75 17.33% 5.2
Moulton Wealth Management
7162
Moulton Wealth Management
Washington
$147M +$41.4M +39% 1.38% 47.8% 81 86.42% 0.6
MontVue Capital Management
7163
MontVue Capital Management
Virginia
$147M -$3.57M -2% 1.91% 76% 68 5.88% 1.8
Kerntke Otto McGlone Wealth Management Group
7164
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$147M +$5.31M +4% 1.41% 64.9% 93 11.83% 2.9
Sound Financial Strategies Group
7165
Sound Financial Strategies Group
Mississippi
$147M +$4.91M +3% 1.35% 27.1% 126 25.4% 1.5
WealthGarden F.S.
7166
WealthGarden F.S.
California
$147M -$5.14M -3% 2.41% – 172 11.63% 1.2
Broadview Financial Management
7167
Broadview Financial Management
Wisconsin
$146M -$3.01M -2% 0.48% 52.4% 41 2.44% 6.6
SWM
7168
SpringVest Wealth Management
Texas
$146M +$2.91M +2% 0.17% – 74 10.81% 1.1
Greycroft
7169
Greycroft
New York
$146M -$11.5M -7% 6.32% 20% 14 14.29% 1.5
Cygnus Capital Advisors
7170
Cygnus Capital Advisors
Georgia
$146M +$9.3M +7% 2.38% – 205 68.78% 0.1
Clearwave Capital
7171
Clearwave Capital
California
$146M +$10.8M +8% 0.07% – 159 21.38% 0.2
AC
7172
Anson Capital
Georgia
$146M +$8.72M +6% 2.32% 50.5% 91 7.69% 2.2
Sippican Capital Advisors
7173
Sippican Capital Advisors
Massachusetts
$146M -$9.5M -6% 3.37% 81.1% 116 10.34% 6.4
Bright Futures Wealth Management
7174
Bright Futures Wealth Management
New York
$146M +$11M +8% 1.81% – 210 33.33% 0.9
Aspetuck Financial Management
7175
Aspetuck Financial Management
Connecticut
$146M -$2.96M -2% 0.34% – 78 8.97% 1.1