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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)
PCC
7201
Park Circle Company
Maryland
$114M +$1.57M +1% 5.17% 70.5% 115 9.57% 4
Hickory Point Bank & Trust
7202
Hickory Point Bank & Trust
Illinois
$114M +$1.02M +0.9% 0.31% – 131 15.27% 0.2
Schrum Private Wealth Management
7203
Schrum Private Wealth Management
Florida
$114M -$4.3M -4% 2.08% 60.9% 132 12.12% 2.3
Twin City Private Wealth
7204
Twin City Private Wealth
North Carolina
$114M +$553K +0.5% 2.69% – 98 7.14% 0.9
CAM
7205
Crown Advisors Management
California
$114M -$42.2M -27% 7.7% 284% 40 15% 2.8
Rik Saylor Financial
7206
Rik Saylor Financial
Ohio
$114M +$5.39M +5% 1.73% – 82 8.54% 0.2
Canandaigua National Trust of Florida
7207
Canandaigua National Trust of Florida
New York
$113M -$14.7M -11% 0.34% – 125 28.8% 0.4
13D Management
7208
13D Management
New York
$113M -$21.6M -16% 6.2% 157% 25 32% 1.5
Shotwell Rutter Baer
7209
Shotwell Rutter Baer
Michigan
$113M -$5.33M -4% 0.57% 45.5% 34 2.94% 1
TP
7210
Thunderbird Partners
United Kingdom
$113M +$51.4M +83% 1.31% 38% 9 77.78% 0.1
Forge Financial Services
7211
Forge Financial Services
Oklahoma
$113M -$5.76M -5% 2.73% – 21 4.76% 0.2
Piscataqua Savings Bank
7212
Piscataqua Savings Bank
New Hampshire
$113M -$3.21M -3% 0.94% 96.8% 348 4.02% 3.5
QVIDTVM Management
7213
QVIDTVM Management
Texas
$113M -$11M -9% 8.51% 19.5% 9 22.22% 1.4
Cathy Pareto & Associates
7214
Cathy Pareto & Associates
Florida
$113M +$4.25M +4% 1.72% – 88 19.32% 0.2
Opinicus Capital
7215
Opinicus Capital
Florida
$113M -$5.86M -5% 4.6% 129% 102 12.75% 1
Monetta Financial Services
7216
Monetta Financial Services
Illinois
$113M -$11.3M -9% 4.28% 275% 61 32.79% 2.4
Adams Street Partners
7217
Adams Street Partners
Illinois
$113M +$142K +0.1% 32.7% 399% 8 37.5% 2.9
IDG China Venture Capital Fund V Associates
7218
IDG China Venture Capital Fund V Associates
Hong Kong
$113M -$16.8M -13% 13% 7.34% 1 0% 3.3
Axim Planning & Wealth
7219
Axim Planning & Wealth
Ohio
$113M +$18.9M +20% 26.1% 32.3% 57 49.12% 1
SageOak Financial
7220
SageOak Financial
Oklahoma
$113M +$3.35M +3% 0.36% – 46 32.61% 0.2
CPR Investments
7221
CPR Investments
Michigan
$113M +$1.92M +2% 1.25% 84% 45 40% 1
Aspire Growth Partners
7222
Aspire Growth Partners
Florida
$113M +$10.5M +10% 2.53% – 116 17.24% 0.2
bLong Financial
7223
bLong Financial
Tennessee
$113M -$8.75M -7% 2.38% – 84 15.48% 0.2
Seek First
7224
Seek First
California
$113M – – 5.45% – 53 – 0
Hickory Asset Management
7225
Hickory Asset Management
Ohio
$113M -$5.13M -4% 2.71% – 92 5.43% 0.2