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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)
Somerset Group
7301
Somerset Group
Minnesota
$110M +$451K +0.4% 2.08% 84.6% 64 6.25% 6.9
Perissos Private Wealth Management
7302
Perissos Private Wealth Management
Oklahoma
$110M -$24M -18% 0.56% – 96 35.42% 0.8
Black Cypress Capital Management
7303
Black Cypress Capital Management
Florida
$110M -$5.65M -5% 6.27% – 30 13.33% 0.9
Flywheel Private Wealth
7304
Flywheel Private Wealth
California
$110M +$922K +0.8% 0.57% – 87 11.49% 0.2
Allium Financial Advisors
7305
Allium Financial Advisors
Oregon
$110M – – 0.37% – 85 – 0
Wulff, Hansen & Co
7306
Wulff, Hansen & Co
California
$110M +$3.98M +4% 1.28% 94.7% 102 11.76% 2.4
Everest Management Corp
7307
Everest Management Corp
California
$110M -$3.86M -3% 6.76% – 56 19.64% 0.2
LTG Capital
7308
LTG Capital
Massachusetts
$110M -$9.6M -8% 6.26% 59% 26 0% 3.1
Bey-Douglas LLC
7309
Bey-Douglas LLC
Georgia
$110M -$6.43M -6% 4.12% – 46 21.74% 1
CAG
7310
Cypress Advisory Group
Arizona
$110M +$918K +0.8% 0.68% – 64 10.94% 0.2
Emmett Investment Management
7311
Emmett Investment Management
New York
$109M -$1.83M -2% 4.09% – 29 31.03% 0.2
Integrity Investment Advisors
7312
Integrity Investment Advisors
Colorado
$109M – – 3.3% – 45 – 0
Womack Financial
7313
Womack Financial
Texas
$109M -$3.44M -3% 2.88% – 66 4.55% 0.2
Kraft Asset Management
7314
Kraft Asset Management
Tennessee
$109M -$20.3M -16% 1.92% 41% 53 15.09% 2.1
Breakout Capital Partners
7315
Breakout Capital Partners
New York
$109M +$11.8M +12% 11.1% – 9 33.33% 0.9
Stadium Capital Management
7316
Stadium Capital Management
Connecticut
$109M -$8.83M -7% 19.9% 10.9% 11 27.27% 1.4
LWM
7317
Lighthouse Wealth Management
Ohio
$109M -$94.1K -0.1% 1.18% – 38 5.26% 0.2
Astra Wealth Partners
7318
Astra Wealth Partners
New Jersey
$109M +$1.68M +2% 0.85% – 80 16.25% 0.2
Fairman Group
7319
Fairman Group
Pennsylvania
$109M -$12.4M -10% 0.05% 46.8% 350 27.71% 1.2
Commons Capital
7320
Commons Capital
Massachusetts
$109M -$1.71M -2% 5.63% 166% 123 44.72% 1.4
RoundAngle Advisors
7321
RoundAngle Advisors
New Jersey
$109M +$3.87M +4% 0.33% – 60 8.33% 0.2
J2 Capital Management
7322
J2 Capital Management
Michigan
$109M +$2.2M +2% 2.12% – 127 33.86% 1.6
Flavin Financial Services
7323
Flavin Financial Services
Florida
$109M +$3.65M +3% 1.32% – 69 4.35% 0.2
Atlantic Family Wealth
7324
Atlantic Family Wealth
Florida
$109M +$24.2M +29% 0.43% – 49 18.37% 0.2
NMCM
7325
Nicholson Meyer Capital Management
Missouri
$109M – – 1.64% – 45 – 0