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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)
Columbia Advisory Partners
7176
Columbia Advisory Partners
Washington
$115M +$7.83M +7% 1.37% 69.7% 78 25.64% 1.4
HC
7177
Hoese & Co
Minnesota
$115M +$121K +0.1% 0.69% 51% 166 7.83% 2.9
Brightline Capital Management
7178
Brightline Capital Management
Florida
$115M -$30.5M -21% 15.2% 810% 15 33.33% 0.6
Vista Finance
7179
Vista Finance
Missouri
$115M +$17.9M +18% 3.18% 50.7% 57 8.77% 0.8
Chico Wealth RIA
7180
Chico Wealth RIA
California
$115M +$858K +0.8% 0.84% 74.7% 32 12.5% 1.9
Birchview Capital
7181
Birchview Capital
Vermont
$115M -$7.74M -6% 4.62% 327% 72 11.11% 3.2
Brucke Financial
7182
Brucke Financial
Indiana
$115M -$1.15M -1% 1.08% – 146 10.27% 0.2
TF
7183
TME Financial
California
$115M +$8.04M +8% 0.02% – 75 17.33% 0.2
Clayton Partners
7184
Clayton Partners
California
$115M -$29.6M -20% 0.41% 109% 40 20% 2.4
Tide Cove Capital Partners
7185
Tide Cove Capital Partners
California
$115M -$1.19M -1% 1.96% – 11 0% 0.3
Octahedron Capital Management
7186
Octahedron Capital Management
California
$115M +$9.6M +9% 6.11% 234% 24 37.5% 1
AA
7187
Alpha Advisors
Virginia
$115M +$17.7M +18% 1.53% – 45 17.78% 0.2
LifePlan Financial
7188
LifePlan Financial
Minnesota
$115M +$1.5M +1% 1.66% 69.9% 94 13.83% 1
Empower Harvest Management Services
7189
Empower Harvest Management Services
Cayman Islands
$115M +$17.5M +18% 18% – 1 0% 0.3
Kerntke Otto McGlone Wealth Management Group
7190
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$115M -$20.9M -15% 0.76% 64.9% 85 15.29% 2.5
Tassel Capital Management
7191
Tassel Capital Management
North Carolina
$114M +$1.64M +1% 0.05% – 42 21.43% 0.2
First Community Trust
7192
First Community Trust
Iowa
$114M -$25.7M -18% 4% 128% 331 8.76% 2.5
Savoir Faire Capital Management
7193
Savoir Faire Capital Management
Connecticut
$114M -$96.2M -46% 6.85% 0.01% 54 33.33% 0.8
SharpePoint
7194
SharpePoint
Arizona
$114M +$3.1M +3% 1.31% – 86 25.58% 0.2
Roberts Capital Advisors
7195
Roberts Capital Advisors
Colorado
$114M -$5.36M -4% 6.78% – 110 51.82% 2.1
OP
7196
Orvieto Partners
Massachusetts
$114M -$4.54M -4% 11.9% – 39 15.38% 0.2
Madison Park Capital Advisors
7197
Madison Park Capital Advisors
Washington
$114M -$11.4M -9% 1.99% 62.4% 63 14.29% 1
Saxony Capital Management
7198
Saxony Capital Management
Missouri
$114M +$330K +0.3% 1.11% 90% 146 26.03% 0.9
CogentBlue Wealth Advisors
7199
CogentBlue Wealth Advisors
Tennessee
$114M +$328K +0.3% 0.78% – 71 21.13% 0.2
Elm3 Financial Group
7200
Elm3 Financial Group
Georgia
$114M -$3.47M -3% 3.95% – 105 18.1% 0.2