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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)
Synergy Financial Group
7251
Synergy Financial Group
California
$111M -$8.55M -7% 8.8% 133% 113 15.04% 2
IMG Wealth Management
7252
IMG Wealth Management
Florida
$111M +$3.24M +3% 2.06% – 302 17.88% 0.2
Paladin Wealth
7253
Paladin Wealth
Minnesota
$111M -$4.4M -4% 1.49% – 104 17.31% 0.4
Cushing Capital Partners
7254
Cushing Capital Partners
Wisconsin
$111M +$7.42M +7% 0.63% – 95 32.63% 0.2
Clear Point Advisors
7255
Clear Point Advisors
New York
$111M -$5.73M -5% 1.51% 56.7% 109 6.42% 1.2
Cornerstone Financial Group
7256
Cornerstone Financial Group
Nebraska
$111M +$9.7M +10% 0.01% – 68 4.41% 0.2
Apex Wealth Management
7257
Apex Wealth Management
New Hampshire
$111M -$4.7M -4% 4.44% – 51 5.88% 0.2
H&F Corporate Investors VIII
7258
H&F Corporate Investors VIII
California
$111M +$31.5M +40% 39.6% 33.8% 1 0% 4.3
Joel Adams & Associates
7259
Joel Adams & Associates
North Carolina
$111M +$1.07M +1% 0.02% – 62 8.06% 0.2
City National Bank of Florida
7260
City National Bank of Florida
Florida
$111M +$1.46M +1% 2.55% – 131 17.56% 0.2
MFC
7261
Miramar Fiduciary Corp
Nevada
$111M +$12M +12% 6.63% – 5 0% 3.3
OF
7262
Outfitter Financial
Maine
$111M -$13.8M -11% 1.14% 97.6% 85 15.29% 3
Foresite Capital Management IV
7263
Foresite Capital Management IV
California
$111M +$2.27M +2% 21.5% 151% 5 20% 2.7
Generation Capital Management
7264
Generation Capital Management
New York
$111M -$5.63M -5% 1.97% – 84 27.38% 0.2
DMKC Advisory Services
7265
DMKC Advisory Services
Iowa
$111M +$770K +0.7% 1.59% – 58 8.62% 0.2
Ally Bridge Group
7266
Ally Bridge Group
New York
$111M -$5.7M -5% 5.28% 844% 34 29.41% 0.7
Investment Management Corporation
7267
Investment Management Corporation
Virginia
$111M -$832K -0.7% 0.06% – 205 15.61% 0.2
Alpine Peaks Capital
7268
Alpine Peaks Capital
New York
$111M -$10.9M -9% 4.49% 24.3% 25 8% 2.6
Winebrenner Capital Management
7269
Winebrenner Capital Management
Kentucky
$111M -$18.9M -15% 0.92% – 133 17.29% 0.2
Mittelman Wealth Management
7270
Mittelman Wealth Management
Massachusetts
$111M +$3.36M +3% 0.36% – 35 17.14% 0.7
Gimbal Financial
7271
Gimbal Financial
Indiana
$111M -$11.6M -9% 5.59% – 53 32.08% 1
Washington University
7272
Washington University
Missouri
$111M -$6.69M -6% 2.33% 30.4% 3 33.33% 3.3
Disciplined Investors
7273
Disciplined Investors
Texas
$111M +$7.02M +7% 0.49% – 122 12.3% 0.2
Integras Partners
7274
Integras Partners
Georgia
$111M -$6.35M -5% 1.15% – 65 12.31% 0.2
Fairscale Capital
7275
Fairscale Capital
New Hampshire
$111M -$5.43M -5% 4.91% – 360 3.61% 0.7