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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)
Exome Asset Management
7226
Exome Asset Management
New York
$112M -$20.6M -15% 6.45% – 84 59.52% 0.4
Lionsbridge Wealth Management
7227
Lionsbridge Wealth Management
Florida
$112M -$6.64M -6% 0.58% 65.5% 66 16.67% 1.7
UP Strategic Wealth Investment Advisors
7228
UP Strategic Wealth Investment Advisors
Pennsylvania
$112M +$12.5M +12% 1.73% – 89 14.61% 0.8
Summit Investment Advisors
7229
Summit Investment Advisors
Maryland
$112M -$81.1K -0.1% 1.85% – 59 13.56% 0.2
VanWeelden Wealth Management
7230
VanWeelden Wealth Management
Ohio
$112M +$1.71M +2% 0.09% – 26 46.15% 0.6
Barden Capital Management
7231
Barden Capital Management
Texas
$112M -$4.18M -4% 1.24% 80.1% 63 9.52% 2.4
Birch Financial Group
7232
Birch Financial Group
New Hampshire
$112M +$23.4M +26% 1.21% – 109 24.77% 0.2
Emeth Value Capital
7233
Emeth Value Capital
Louisiana
$112M -$11.8M -10% 3.41% – 6 16.67% 0.3
Square Peg Capital
7234
Square Peg Capital
Australia
$112M +$3.17M +3% 6.45% – 10 20% 0.2
Trace Wealth Advisors
7235
Trace Wealth Advisors
California
$112M +$620K +0.6% 1.2% – 59 8.47% 0.2
NVP Associates
7236
NVP Associates
California
$112M -$74.8M -40% 16.3% 953% 7 14.29% 1.7
Silver Oak Wealth Advisors Services
7237
Silver Oak Wealth Advisors Services
California
$112M -$3.45M -3% 0.33% – 40 22.5% 0.3
Arbor Wealth Advisors
7238
Arbor Wealth Advisors
Michigan
$112M -$123K -0.1% 0.57% 58.7% 52 7.69% 1.1
Norwood Investment Partners
7239
Norwood Investment Partners
California
$112M -$28M -20% 9.44% 25.2% 16 37.5% 1.6
Sound Financial Strategies Group
7240
Sound Financial Strategies Group
Mississippi
$112M -$7.86M -7% 1.96% 27.1% 109 24.77% 1.3
Cannon Wealth Management Services
7241
Cannon Wealth Management Services
North Carolina
$112M -$4M -3% 1.24% – 81 9.88% 0.5
Cyr Financial
7242
Cyr Financial
Illinois
$112M +$2.26M +2% 0.66% – 57 10.53% 0.5
Riverbend Wealth Management
7243
Riverbend Wealth Management
South Carolina
$112M -$490K -0.4% 2.55% – 124 12.1% 0.2
Orca Wealth Management
7244
Orca Wealth Management
Florida
$112M +$642K +0.6% 1.84% – 67 10.45% 0.2
Soviero Asset Management
7245
Soviero Asset Management
New York
$112M -$48.1M -30% 8.45% 676% 82 78.05% 0.4
Catherine Avery Investment Management
7246
Catherine Avery Investment Management
Florida
$112M -$1.67M -1% 1.44% – 187 19.25% 0.2
Pacific Asset Management
7247
Pacific Asset Management
Washington
$112M +$5.17M +5% 1.06% – 53 15.09% 0.2
Hartmann Taylor Wealth Management
7248
Hartmann Taylor Wealth Management
Texas
$112M – – 1.47% – 51 – 0
E Fund Management (HK)
7249
E Fund Management (HK)
Hong Kong
$112M -$13.8M -11% 11.1% 163% 189 30.16% 0.9
Seven Six Capital Management
7250
Seven Six Capital Management
New York
$111M -$3.61M -3% 9.01% – 30 23.33% 0.2