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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)
Cornerstone Select Advisors
7376
Cornerstone Select Advisors
Missouri
$106M +$1.86M +2% 0.3% – 123 17.89% 0.2
TM
7377
TFJ Management
Massachusetts
$106M -$5.44M -5% 13.3% – 19 42.11% 0.2
Bretton Capital Management
7378
Bretton Capital Management
California
$106M +$1.66M +2% 0.42% – 20 0% 0.5
Brueske Advisory Services
7379
Brueske Advisory Services
Washington
$106M -$6.84M -6% 2.05% – 62 25.81% 0.2
SNPAM
7380
St. Nicholas Private Asset Management
Florida
$105M -$6.43M -6% 0.98% – 39 5.13% 0.2
Persium Advisors
7381
Persium Advisors
Georgia
$105M +$4.01M +4% 1.15% – 63 17.46% 0.2
Pilgrim Partners Asia
7382
Pilgrim Partners Asia
Singapore
$105M -$9.45M -8% 4.14% – 170 42.35% 0.2
Total Wealth Planning & Management
7383
Total Wealth Planning & Management
Florida
$105M -$4.74M -4% 1.3% – 232 27.59% 0.2
WinCap Financial
7384
WinCap Financial
Massachusetts
$105M +$7.31M +7% 0.46% – 82 17.07% 0.2
SwitchPoint Financial Planning
7385
SwitchPoint Financial Planning
Utah
$105M +$975K +0.9% 0.67% – 54 12.96% 0.2
Carbahal Olsen Financial Services Group
7386
Carbahal Olsen Financial Services Group
California
$105M -$3.11M -3% 2.86% – 36 11.11% 0.2
Innovative Advisory Group
7387
Innovative Advisory Group
Massachusetts
$105M -$9.9M -9% 0.65% – 255 10.98% 0.2
Williamson Legacy Group
7388
Williamson Legacy Group
Indiana
$105M -$44.7M -30% 3.77% – 134 38.06% 0.6
Kropog Financial Group
7389
Kropog Financial Group
Louisiana
$105M -$3.96M -4% 3.98% – 31 16.13% 0.2
DB Fitzpatrick & Co
7390
DB Fitzpatrick & Co
Idaho
$105M -$3.62M -3% 0.13% 42.7% 100 16% 2
Sapphire Ventures
7391
Sapphire Ventures
Texas
$105M -$19.5M -16% 15% 7.75% 6 16.67% 3.5
SCM
7392
Sunbeam Capital Management
Georgia
$105M -$2.67M -2% 2.53% – 84 9.52% 0.2
Fortitude Financial
7393
Fortitude Financial
Washington
$105M -$73.9M -41% 3.14% – 32 6.25% 0.2
HB
7394
Hauser Brothers
Germany
$105M -$34.8M -25% 15.8% – 10 20% 1.1
Corepath Wealth Partners
7395
Corepath Wealth Partners
Arizona
$105M +$2.35M +2% 1.35% 62.1% 32 15.63% 2.9
Crowley Wealth Management
7396
Crowley Wealth Management
Delaware
$105M -$8.45M -7% 3.08% – 450 12.44% 0.2
Seelaus Asset Management
7397
Seelaus Asset Management
New Jersey
$105M -$5.06M -5% 2.31% 134% 183 14.21% 3.4
Vitruvian Partners
7398
Vitruvian Partners
United Kingdom
$105M -$11.3M -10% 12.6% 96.9% 7 28.57% 2.2
UAML
7399
US Asset Management LLC
Pennsylvania
$105M -$6.71M -6% 3.28% – 126 6.35% 3
Mallini Complete Financial Planning
7400
Mallini Complete Financial Planning
Florida
$105M -$654K -0.6% 0.67% – 59 5.08% 0.2