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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)
22NW LP
7176
22NW LP
Washington
$146M -$91.7M -39% 2.86% 138% 21 28.57% 2.2
TRB Advisors
7177
TRB Advisors
New York
$146M -$281M -66% 17.8% 76.1% 11 54.55% 6.5
J2 Capital Management
7178
J2 Capital Management
Michigan
$146M +$8.77M +6% 3.23% – 130 19.23% 1.9
Nautilus Advisors
7179
Nautilus Advisors
California
$146M -$7.33M -5% 1.47% – 184 17.93% 1.1
Scopia Capital Management
7180
Scopia Capital Management
New York
$146M -$338M -70% 7.28% 58.7% 29 27.59% 1.8
Apex Wealth Management
7181
Apex Wealth Management
New Hampshire
$146M +$47.3M +48% 2.33% – 63 30.16% 0.8
Aspire Growth Partners
7182
Aspire Growth Partners
Florida
$146M +$2.14M +1% 0.41% – 128 9.38% 1.1
Sentry Investment Management
7183
Sentry Investment Management
Wisconsin
$146M -$6.54M -4% 4.72% 103% 514 99.81% 0.3
Endure Capital Management
7184
Endure Capital Management
Texas
$146M – – 14.9% – 35 – 0
S&A Financial Services
7185
S&A Financial Services
Kansas
$146M – – 1.27% – 87 – 0
Copia Wealth Management
7186
Copia Wealth Management
Oregon
$146M +$5.58M +4% 0.82% – 549 6.74% 1
Crestwood Capital Management
7187
Crestwood Capital Management
New York
$146M -$12.5M -8% 9.28% 203% 17 35.29% 2.3
Seed Wealth Management
7188
Seed Wealth Management
Illinois
$145M +$388K +0.3% 1.25% 62% 104 7.69% 2.6
Paladin Wealth
7189
Paladin Wealth
Minnesota
$145M -$1.08M -0.7% 1.64% – 130 11.54% 1
Greenhaven Road Investment Management
7190
Greenhaven Road Investment Management
Connecticut
$145M -$449M -76% 25.4% 70.2% 20 35% 2.3
AI
7191
Axecap Investments
Ohio
$145M -$16.8M -10% 6.67% – 91 43.96% 0.7
KFO
7192
Kopp Family Office
Minnesota
$145M -$11.3M -7% 4.08% 47.9% 22 9.09% 3
Gambit Capital Management
7193
Gambit Capital Management
Tennessee
$145M +$5.43M +4% 4.73% – 99 19.19% 0.2
Alexis Investment Partners
7194
Alexis Investment Partners
Texas
$145M -$123M -46% 1.36% – 99 66.67% 1
Amara Financial
7195
Amara Financial
California
$145M +$683K +0.5% 1.83% – 48 10.42% 1.3
Teca Partners
7196
Teca Partners
Texas
$145M -$30.2M -17% 6.52% 66% 12 16.67% 1.5
MidAtlantic Capital Management
7197
MidAtlantic Capital Management
Virginia
$145M -$11.2M -7% 1.92% 61.2% 240 65.42% 2
BluePath Capital Management
7198
BluePath Capital Management
Georgia
$145M -$3.26M -2% 3.57% 106% 120 25% 1.3
ADG Wealth Management Group
7199
ADG Wealth Management Group
Louisiana
$145M +$12.7M +10% 1.23% – 53 28.3% 0.6
Antonelli Financial Advisors
7200
Antonelli Financial Advisors
Michigan
$145M -$7.35M -5% 2.04% – 55 25.45% 0.9