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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)
GraniteShares Advisors
7326
GraniteShares Advisors
New York
$139M -$25.8M -16% 5.17% 88.4% 90 0% 1.7
Bluegrass Capital Partners
7327
Bluegrass Capital Partners
Florida
$139M -$28.6M -17% 12.9% 60.1% 11 9.09% 3.5
Kennondale Capital Management
7328
Kennondale Capital Management
Virginia
$139M +$2.8M +2% 6.86% – 87 14.94% 1.1
Parvin Asset Management
7329
Parvin Asset Management
South Dakota
$139M +$12.8M +10% 8.27% – 323 8.05% 1
DKM Wealth Management
7330
DKM Wealth Management
California
$139M +$4.66M +3% 1.08% – 79 6.33% 0.9
Chesapeake Capital Corp
7331
Chesapeake Capital Corp
Florida
$139M +$19.2M +16% 15.7% – 190 34.74% 0.8
Paladin Partners
7332
Paladin Partners
Wisconsin
$139M +$4.49M +3% 1.74% – 219 4.57% 0.2
Seelaus Asset Management
7333
Seelaus Asset Management
New Jersey
$139M +$12.7M +10% 1.56% 134% 214 24.3% 3.2
PMG Wealth Management
7334
PMG Wealth Management
Illinois
$139M +$2.21M +2% 1.06% – 62 14.52% 1
Michels Family Financial
7335
Michels Family Financial
Texas
$139M +$2.54M +2% 1.79% – 142 6.34% 1.1
Seven Mile Advisory
7336
Seven Mile Advisory
New Jersey
$139M -$444M -76% 1.38% 146% 292 48.63% 1.7
WFG
7337
Wormser Freres Gestion
France
$139M -$37.5M -21% 9.89% 67.4% 44 4.55% 2
Cogent Private Wealth
7338
Cogent Private Wealth
Florida
$139M +$7.19M +5% 0.39% – 108 18.52% 0.2
RCM
7339
RMR Capital Management
California
$138M -$497K -0.4% 1.07% 57% 79 11.39% 1.8
Atlantic Family Wealth
7340
Atlantic Family Wealth
Florida
$138M +$6.01M +5% 1.81% – 63 19.05% 0.9
Koa Wealth Management
7341
Koa Wealth Management
California
$138M -$7.32M -5% 4.93% 74.8% 59 6.78% 1.6
Stoneridge Investment Partners
7342
Stoneridge Investment Partners
Pennsylvania
$138M -$5.41M -4% 7.14% 44.2% 156 37.18% 1.4
Safir Wealth Advisors
7343
Safir Wealth Advisors
New Hampshire
$138M -$4.35M -3% 2.81% 52.1% 20 20% 3.2
DW
7344
Durante & Waters
New York
$138M -$5.22M -4% 2.94% 59.1% 32 3.13% 2.1
PlanWiser Financial
7345
PlanWiser Financial
Colorado
$138M +$4.48M +3% 0.14% – 51 15.69% 0.8
Renaissance Capital
7346
Renaissance Capital
Connecticut
$138M -$753K -0.5% 2.06% 392% 48 20.83% 0.9
PartnerRe Asset Management
7347
PartnerRe Asset Management
Connecticut
$138M -$1.45M -1% 1.03% – 2 0% 0.3
Prota Financial
7348
Prota Financial
Texas
$138M -$842K -0.6% 1.44% – 72 13.89% 0.2
Lepercq De Neuflize Asset Management
7349
Lepercq De Neuflize Asset Management
New York
$138M -$36.9M -21% 3.43% – 27 40.74% 0.3
CTA
7350
Camelot Technology Advisors
California
$138M +$3.18M +2% 2.15% 71% 62 12.9% 1.8