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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)
Piscataqua Savings Bank
7251
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 0.34% 96.8% 421 5.23% 3.6
Laraway Financial Advisors
7252
Laraway Financial Advisors
Minnesota
$142M -$11.2M -7% 0.66% 92.3% 133 4.51% 3.4
Avant Financial Advisors
7253
Avant Financial Advisors
Texas
$142M +$3.11M +2% 0.69% – 67 2.99% 1.2
White & Co Financial Planning
7254
White & Co Financial Planning
Washington
$142M +$8.47M +6% 0.87% – 20 5% 1.2
Avant Capital
7255
Avant Capital
Louisiana
$142M -$3.44M -2% 0.3% – 81 8.64% 3.1
Teton Advisors
7256
Teton Advisors
New York
$142M -$1.93M -1% 10.4% 139% 159 8.18% 9.4
Innovative Wealth Building
7257
Innovative Wealth Building
Maryland
$142M +$4.98M +4% 2.92% – 71 15.49% 0.9
Kagan Cocozza Asset Management
7258
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 1.1% – 70 10% 1.1
Opulen Financial Group
7259
Opulen Financial Group
Virginia
$142M +$4.82M +4% 0.42% – 117 10.26% 1
HFG Advisors
7260
HFG Advisors
Ohio
$142M +$4.09M +3% 0.37% 69.7% 125 18.4% 2.3
SR
7261
Summer Road
Florida
$142M +$4.32M +3% 12.9% 214% 25 20% 1.4
Trium Capital
7262
Trium Capital
United Kingdom
$142M +$13.1M +10% 14.4% 215% 88 71.59% 0.6
EJF Capital
7263
EJF Capital
Virginia
$142M -$34.2M -19% 0.01% 127% 81 20.99% 2.2
Seek First
7264
Seek First
California
$142M -$3.2M -2% 0.8% – 62 11.29% 0.9
KFP
7265
Kerr Financial Planning
California
$142M +$67.9M +92% 10.5% – 545 11.01% 0.4
Opinicus Capital
7266
Opinicus Capital
Florida
$142M -$1.61M -1% 1.19% 129% 107 13.08% 1.8
Cottonwood Capital Advisors
7267
Cottonwood Capital Advisors
Utah
$142M +$1.52M +1% 1.06% 79% 91 7.69% 3.6
Acuta Capital Partners
7268
Acuta Capital Partners
California
$142M -$5.53M -4% 42.3% 7,269% 36 41.67% 1
Mount Vernon Associates
7269
Mount Vernon Associates
Maryland
$142M -$7.14M -5% 4.64% 136% 61 3.28% 7.4
Yorktown Energy Partners XI
7270
Yorktown Energy Partners XI
New York
$142M -$1.34M -0.9% 15.9% 105% 4 0% 4.3
Networth Advisors
7271
Networth Advisors
Pennsylvania
$141M +$5.98M +4% 0.41% – 448 29.02% 0.2
IA
7272
IF Advisors
Texas
$141M +$18.4M +15% 0.47% – 54 25.93% 0.2
MAM
7273
Maytree Asset Management
Hong Kong
$141M +$6.58M +5% 44.3% 441% 27 62.96% 0.4
HFAS
7274
Hummer Financial Advisory Services
Illinois
$141M -$95.4K -0.1% 1.3% 71.8% 129 9.3% 3.9
Shum Financial Group
7275
Shum Financial Group
California
$141M +$2.6M +2% 1.75% – 93 1.08% 1.4