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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)
MeadowBrook Investment Advisors
7351
MeadowBrook Investment Advisors
Michigan
$107M -$5.7M -5% 2.28% 81.5% 313 12.78% 1.2
Clifford Group
7352
Clifford Group
Massachusetts
$107M -$24.1M -18% 4.26% 67.9% 81 13.58% 1.8
MRP Capital Investments
7353
MRP Capital Investments
Georgia
$107M -$2.79M -3% 1.77% 222% 250 22.4% 1
Journey Beyond Wealth
7354
Journey Beyond Wealth
Georgia
$107M +$578K +0.5% 1.58% – 31 9.68% 0.2
Macroview Investment Management
7355
Macroview Investment Management
Maryland
$107M +$7.7M +8% 0.09% 76.6% 89 15.73% 4.8
Turning Point Benefit Group
7356
Turning Point Benefit Group
Maryland
$107M +$1.77M +2% 3.26% – 75 26.67% 0.2
Stephen J. Garry & Associates
7357
Stephen J. Garry & Associates
New York
$107M -$1.37M -1% 1.71% 67.2% 44 2.27% 1.1
PCG Asset Management
7358
PCG Asset Management
New Jersey
$107M -$7.13M -6% 2.06% – 79 8.86% 0.2
GCM
7359
Garland Capital Management
Washington
$107M -$15.2M -12% 6.64% 55.7% 33 15.15% 7.2
Orcam Financial Group
7360
Orcam Financial Group
California
$107M +$3.4M +3% 1.05% 40% 50 12% 2.1
William Howard & Co Financial Advisors
7361
William Howard & Co Financial Advisors
Tennessee
$107M -$3.81M -3% 1.32% – 54 7.41% 0.9
PWM
7362
Puff Wealth Management
New Jersey
$107M +$49.3M +86% 2.76% – 109 52.29% 0.1
C2C Wealth Management
7363
C2C Wealth Management
Arizona
$106M -$1.42M -1% 0.46% 77.2% 89 4.49% 2.9
SLT Holdings
7364
SLT Holdings
Arizona
$106M -$1.54M -1% 7.42% – 107 34.58% 0.2
Chesapeake Asset Management
7365
Chesapeake Asset Management
New York
$106M -$1.11M -1% 0.14% 153% 613 26.59% 1.6
Mountain Lake Investment Management
7366
Mountain Lake Investment Management
Florida
$106M +$19.4M +22% 2.16% 64% 37 40.54% 1.6
FF
7367
Fox Financial
Pennsylvania
$106M -$4.46M -4% 4.74% 78.9% 13 0% 1.2
Smith Asset Management
7368
Smith Asset Management
Florida
$106M +$3.44M +3% 2.83% – 70 11.43% 0.2
Entruity Wealth
7369
Entruity Wealth
California
$106M +$5.28M +5% 1.83% – 43 4.65% 0.2
ADG Wealth Management Group
7370
ADG Wealth Management Group
Louisiana
$106M -$6.56M -6% 2.35% – 33 42.42% 0.2
North Capital
7371
North Capital
Utah
$106M – – 0.7% – 618 – 0
Indus Capital Partners
7372
Indus Capital Partners
New York
$106M -$33.2M -24% 6.06% 117% 6 33.33% 2
Jordan Park Trust
7373
Jordan Park Trust
New Hampshire
$106M -$13.7M -11% 11.3% – 12 8.33% 0.3
Retireful LLC
7374
Retireful LLC
Michigan
$106M -$71.9M -40% 1.27% 437% 180 78.89% 0.3
Aldebaran Capital
7375
Aldebaran Capital
Indiana
$106M +$514K +0.5% 2.43% 80.4% 42 14.29% 1.6