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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)
Milestone Asset Management Group
7276
Milestone Asset Management Group
Connecticut
$111M -$1.26M -1% 3.4% – 97 6.19% 0.2
Wolfstich Capital
7277
Wolfstich Capital
Massachusetts
$111M -$2.15M -2% 0.4% – 24 8.33% 0.2
CTA
7278
Camelot Technology Advisors
California
$111M +$159K +0.1% 0.21% 71% 57 7.02% 1.2
Western Pacific Wealth Management
7279
Western Pacific Wealth Management
Illinois
$111M -$13.3M -11% 5.68% 91.4% 215 10.23% 2.3
Michels Family Financial
7280
Michels Family Financial
Texas
$111M +$1.35M +1% 0.65% – 127 8.66% 0.2
FFG
7281
Floyd Financial Group
Missouri
$111M -$11.1M -9% 4.34% – 63 17.46% 0.2
AAM
7282
Ackerman Asset Management
Maryland
$111M – – 4.76% – 24 – 0
Strategent Financial
7283
Strategent Financial
Virginia
$110M +$9.8M +10% 1.78% – 33 3.03% 0.2
Life Planning Partners
7284
Life Planning Partners
Florida
$110M +$2.32M +2% 0.21% 50.3% 62 6.45% 2.7
PlanWiser Financial
7285
PlanWiser Financial
Colorado
$110M – – 0.29% – 47 – 0
Instrumental Wealth
7286
Instrumental Wealth
Florida
$110M +$4.69M +4% 3.94% 38.2% 56 8.93% 1.3
General Equity Holdings
7287
General Equity Holdings
New York
$110M -$16.8M -13% 3.61% 775% 7 28.57% 1.6
Collar Capital Management
7288
Collar Capital Management
Wisconsin
$110M -$9.8M -8% 4.37% – 80 21.25% 0.2
Elizabeth Park Capital Advisors
7289
Elizabeth Park Capital Advisors
Ohio
$110M -$12.4M -10% 5.14% 119% 48 25% 1.7
Grizzlyrock Capital
7290
Grizzlyrock Capital
Illinois
$110M +$14.5M +15% 3.89% – 21 19.05% 0.8
Avant Financial Advisors
7291
Avant Financial Advisors
Texas
$110M +$1.41M +1% 0.71% – 65 3.08% 0.2
Fairway Financial
7292
Fairway Financial
Florida
$110M +$687K +0.6% 1.54% – 21 4.76% 0.3
Delta Wealth Advisors
7293
Delta Wealth Advisors
Indiana
$110M +$4.08M +4% 0.96% – 42 9.52% 0.8
Centricity Wealth Management
7294
Centricity Wealth Management
Ohio
$110M +$3.05M +3% 0.81% – 461 4.12% 0.2
InTrack Investment Management
7295
InTrack Investment Management
Vermont
$110M -$33.2M -23% 3.43% 99.2% 112 24.11% 2.6
Opulen Financial Group
7296
Opulen Financial Group
Virginia
$110M +$77.6K +0.1% 2.15% – 93 9.68% 0.2
Chiron Capital Management
7297
Chiron Capital Management
Florida
$110M +$4.1M +4% 0.12% – 131 26.72% 2.1
CVFG LLC
7298
CVFG LLC
Indiana
$110M +$320K +0.3% 2.97% – 94 9.57% 0.2
Kize Capital
7299
Kize Capital
New York
$110M -$1.33M -1% 8.02% 34.7% 7 14.29% 2.5
Good Steward Wealth Advisors
7300
Good Steward Wealth Advisors
Tennessee
$110M – – 2.01% – 127 – 0