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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)
Immersion
7201
Immersion
Florida
$145M -$1.23M -0.8% 4.84% – 9 11.11% 0.8
Constant Guidance Financial
7202
Constant Guidance Financial
Massachusetts
$145M +$2.48M +2% 0.78% 79.6% 68 67.65% 0.8
Fairscale Capital
7203
Fairscale Capital
New Hampshire
$145M -$6.23M -4% 3.98% – 443 4.97% 1.4
Custos Family Office
7204
Custos Family Office
Texas
$145M -$1.91M -1% 2.57% 57.4% 67 13.43% 2
CFP
7205
Comprehensive Financial Planning
Pennsylvania
$144M -$6.82M -5% 2.72% – 451 22.17% 1
Karl Kapital
7206
Karl Kapital
California
$144M +$31.6M +28% 9.06% – 29 62.07% 0.1
Covestor
7207
Covestor
United Kingdom
$144M -$46.6M -24% 2.64% 134% 2,911 8.14% 3.3
TF
7208
TME Financial
California
$144M +$1.94M +1% 0.27% – 73 12.33% 1.1
Exchange Bank
7209
Exchange Bank
California
$144M -$295K -0.2% 3.02% 75.2% 126 11.11% 2.3
TPC
7210
Twin Peaks Capital
$144M +$2.63M +2% 12.6% – 19 63.16% 0.1
Nabity-Jensen Investment Management
7211
Nabity-Jensen Investment Management
Nebraska
$144M -$3.48M -2% 2.46% 85.3% 74 10.81% 1.9
Arrow Capital Management
7212
Arrow Capital Management
New York
$144M -$27.8M -16% 5.9% – 16 0% 3.2
IFS
7213
Integrated Financial Solutions
Virginia
$144M -$22.8M -14% 9.99% – 37 21.62% 0.6
Macroview Investment Management
7214
Macroview Investment Management
Maryland
$144M -$2.31M -2% 0.82% 76.6% 106 13.21% 4.6
Hillman Capital Management
7215
Hillman Capital Management
Maryland
$144M -$14.9M -9% 4.05% 20.2% 62 19.35% 3.2
Impact Investors
7216
Impact Investors
California
$144M -$194K -0.1% 0.3% – 118 31.36% 0.9
AL
7217
Advaya LLP
United Kingdom
$144M -$9.36M -6% 5.22% – 9 44.44% 0.2
Anchor Capital Management Group
7218
Anchor Capital Management Group
California
$144M -$53.8M -27% 5.04% – 18 22.22% 1.1
Gladwyn Financial Advisors
7219
Gladwyn Financial Advisors
Virginia
$144M +$1.41M +1% 1.44% – 87 1.15% 0.7
Aureum Wealth Management
7220
Aureum Wealth Management
Florida
$144M +$35.9M +33% 0.04% – 63 26.98% 0.2
Pincus Capital Management
7221
Pincus Capital Management
New York
$144M -$6.21M -4% 1.55% – 52 5.77% 0.2
GordonMD Global Investments
7222
GordonMD Global Investments
California
$144M +$4.1M +3% 1.79% – 16 18.75% 0.2
CWMA
7223
Capstone Wealth Management (Alabama)
Alabama
$143M +$6.38M +5% 2.28% – 52 11.54% 1.1
Wernau Asset Management
7224
Wernau Asset Management
Massachusetts
$143M -$41.5M -22% 3.92% – 52 9.62% 1.1
AAM
7225
Ackerman Asset Management
Maryland
$143M -$7.03M -5% 4.92% – 39 25.64% 0.7