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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)
White Knight Strategic Wealth Advisors
7326
White Knight Strategic Wealth Advisors
New Jersey
$109M -$130M -55% 1.18% 111% 110 33.64% 2.1
Connective Capital Management
7327
Connective Capital Management
California
$109M +$22.7M +26% 8.59% 188% 90 72.22% 0.9
Cannon Advisors
7328
Cannon Advisors
North Carolina
$109M -$9.1M -8% 5.59% – 66 18.18% 0.4
C
7329
Croban
Ohio
$109M +$6.69M +7% 1.53% – 78 12.82% 1.1
Innovative Wealth Building
7330
Innovative Wealth Building
Maryland
$109M -$2.03M -2% 3.25% – 55 14.55% 0.2
Bonfire Financial
7331
Bonfire Financial
Colorado
$108M -$2.04M -2% 1.21% – 53 11.32% 0.2
Winnow Wealth
7332
Winnow Wealth
Texas
$108M +$7.61M +8% 0.93% – 647 5.72% 0.2
RK Asset Management
7333
RK Asset Management
Michigan
$108M -$14M -11% 6.78% 47.6% 24 8.33% 4.1
Mission Financial Group
7334
Mission Financial Group
Nevada
$108M – – 1.5% – 146 – 2.6
Amara Financial
7335
Amara Financial
California
$108M -$139K -0.1% 1.36% – 50 16% 0.5
Willner & Heller
7336
Willner & Heller
California
$108M -$5.97M -5% 3.89% 131% 158 10.13% 2.3
Elevate Capital Advisors
7337
Elevate Capital Advisors
Colorado
$108M -$5.42M -5% 3.71% – 73 31.51% 0.2
Copia Wealth Management
7338
Copia Wealth Management
Oregon
$108M +$3.04M +3% 1.39% – 480 17.5% 0.2
Forefront Wealth Management
7339
Forefront Wealth Management
Pennsylvania
$108M -$508K -0.5% 1.74% – 53 16.98% 1.6
Farley Capital
7340
Farley Capital
New York
$108M -$9.41M -8% 0.01% 116% 18 16.67% 5.4
SHC
7341
SALT Holding Corp
Delaware
$108M +$26.4M +32% 0% – 14 21.43% 0.2
Woodside Wealth Management
7342
Woodside Wealth Management
Massachusetts
$108M – – 2.86% – 76 – 0
AtlasMark Financial
7343
AtlasMark Financial
Texas
$108M -$1000K -0.9% 3.32% – 39 0% 4.1
Summit Financial Consulting
7344
Summit Financial Consulting
Michigan
$108M – – 1.96% – 42 – 0
Profit Investment Management
7345
Profit Investment Management
Maryland
$108M -$16.9M -14% 7.97% 101% 81 12.35% 6.7
OneAscent Family Office
7346
OneAscent Family Office
Alabama
$107M +$52.4M +95% 0.46% – 123 39.02% 0.2
SBCM
7347
Silverberg Bernstein Capital Management
New York
$107M -$6.17M -5% 15.4% 133% 63 15.87% 1
M Wealth Management LLC
7348
M Wealth Management LLC
California
$107M -$2.2M -2% 0.02% – 48 12.5% 0.2
ASM
7349
AI-Squared Management
Hong Kong
$107M +$9.18M +9% 5.24% – 28 71.43% 0.3
WPG Advisers
7350
WPG Advisers
Maryland
$107M -$376K -0.3% 1.04% – 1,550 14% 0.2