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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)
Rexford Capital
7301
Rexford Capital
Texas
$140M +$8.18M +6% 5.59% – 326 18.71% 0.6
CPC
7302
CFC Planning Company
Indiana
$140M +$8.45M +6% 1.43% – 85 30.59% 0.8
JD6
7303
J Digital 6
Illinois
$140M -$46.3M -25% 20.9% – 2 0% 0.5
WealthTrak Capital Management
7304
WealthTrak Capital Management
Virginia
$140M +$370K +0.3% 1.09% – 83 16.87% 1
NWA
7305
Northwest Wealth Advisors
Washington
$140M +$11.5M +9% 2.33% – 65 7.69% 0.2
Superstring Capital Management
7306
Superstring Capital Management
New York
$140M -$46.8M -25% 16.4% – 59 64.41% 0.5
Hamilton Lane Advisors
7307
Hamilton Lane Advisors
Pennsylvania
$140M -$41.6M -23% 1.32% 167% 28 35.71% 1.2
Guild Investment Management
7308
Guild Investment Management
California
$140M +$5.1M +4% 1.83% 119% 60 40% 2.2
Stone Loft Wealth Management
7309
Stone Loft Wealth Management
Pennsylvania
$140M +$33.4M +31% 1.51% – 29 17.24% 0.2
CCP
7310
Crocodile Capital Partners
Germany
$140M -$27.5M -16% 5.88% 126% 15 20% 0.9
CFG
7311
Chapman Financial Group
Hawaii
$140M -$7.02M -5% 2.55% – 274 9.85% 1
Summit Financial Consulting
7312
Summit Financial Consulting
Michigan
$140M +$1.99M +1% 0.38% – 48 25% 0.8
Ridgeline Wealth
7313
Ridgeline Wealth
Arizona
$140M -$4.59M -3% 0.06% – 55 10.91% 1.1
Shade Tree Advisors
7314
Shade Tree Advisors
New York
$140M +$7.98M +6% 9.6% – 45 51.11% 0.8
KLCM
7315
KG&L Capital Management
Louisiana
$139M -$264M -65% 2.26% 91.9% 225 47.11% 4
Rolek Wealth Management
7316
Rolek Wealth Management
Pennsylvania
$139M -$6.45M -4% 5.62% – 23 13.04% 0.8
Sky-Mountain Capital Management
7317
Sky-Mountain Capital Management
Idaho
$139M -$11M -7% 0.4% – 39 10.26% 0.8
Landmark Investment Partners
7318
Landmark Investment Partners
Florida
$139M -$74.6M -35% 13.6% – 54 62.96% 0.6
Black Cypress Capital Management
7319
Black Cypress Capital Management
Florida
$139M -$3.97M -3% 5.52% – 31 9.68% 1.5
Chartist Inc
7320
Chartist Inc
California
$139M -$8.33M -6% 2.81% – 20 0% 6.9
Buckley Capital Advisors
7321
Buckley Capital Advisors
Florida
$139M -$2.94M -2% 0.6% – 18 33.33% 0.2
Welch Financial Planning
7322
Welch Financial Planning
Colorado
$139M +$1.77M +1% 2.79% – 70 18.57% 0.2
Marathon Strategic Advisors
7323
Marathon Strategic Advisors
Pennsylvania
$139M +$8.09M +6% 2.44% 110% 52 3.85% 1.4
Center for Wealth Management Advisory
7324
Center for Wealth Management Advisory
Ohio
$139M +$3.19M +2% 3.34% – 69 21.74% 0.2
Argyle Capital Partners
7325
Argyle Capital Partners
California
$139M +$1.97M +1% 0.86% – 171 14.62% 1.1