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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)
TRV GP VI
7401
TRV GP VI
Massachusetts
$136M -$13M -9% 5.53% – 3 0% 1.3
WM
7402
Wishbone Management
Illinois
$136M -$98.6M -42% 1.37% 58.7% 7 71.43% 0.9
First Community Trust
7403
First Community Trust
Iowa
$136M +$1.51M +1% 0.6% 128% 388 16.75% 2.8
Dorato Capital Management
7404
Dorato Capital Management
Colorado
$135M +$2.19M +2% 2.26% – 261 4.6% 0.2
Total Wealth Planning & Management
7405
Total Wealth Planning & Management
Florida
$135M +$555K +0.4% 4.85% – 243 30.04% 0.9
FCP
7406
Fosse Capital Partners
United Kingdom
$135M -$7.44M -5% 4.11% 80% 2 0% 5.3
LifePlan Financial
7407
LifePlan Financial
Minnesota
$135M +$4.92M +4% 2.11% 69.9% 88 7.95% 1.8
Aquamarine Zurich
7408
Aquamarine Zurich
Switzerland
$135M -$12.2M -8% 8.82% 74.8% 7 0% 3.5
Camelot Portfolios
7409
Camelot Portfolios
Ohio
$135M -$28M -17% 2.03% 41.3% 598 68.23% 3.3
Spartan Planning & Wealth Management
7410
Spartan Planning & Wealth Management
North Carolina
$135M -$324K -0.2% 1.1% – 98 48.98% 1.2
AllStreet Capital Advisors
7411
AllStreet Capital Advisors
California
$135M -$3.05M -2% 0.42% – 66 4.55% 0.3
Grand Central Investment Group
7412
Grand Central Investment Group
Florida
$135M -$2.6M -2% 12.9% – 46 10.87% 2.8
Fortress Financial Group
7413
Fortress Financial Group
Minnesota
$135M -$293K -0.2% 1.9% – 97 26.8% 0.9
Terra Nova Asset Management
7414
Terra Nova Asset Management
New York
$135M -$16.7M -11% 2.87% 172% 94 23.4% 3.6
PWM
7415
Positano Wealth Management
$135M +$7.21M +6% 7.44% – 25 20% 0.2
Murphy & Mullick Capital Management
7416
Murphy & Mullick Capital Management
New York
$135M -$3.54M -3% 1.93% – 862 18.45% 1
Sage Investment Advisers
7417
Sage Investment Advisers
New York
$135M +$1.64M +1% 0.74% – 93 11.83% 2.5
Mendota Financial Group
7418
Mendota Financial Group
Wisconsin
$135M -$2.43M -2% 0.5% 50.1% 101 69.31% 1.8
AV
7419
Alamea Verwaltungs
New Jersey
$135M -$13.2M -9% 1.46% – 98 22.45% 0.6
ICM
7420
Isabella Capital Management
$135M -$5.64M -4% 0.2% – 9 11.11% 0.2
BGI
7421
B Group Inc
Texas
$135M -$547K -0.4% 16.7% – 21 28.57% 0.8
University of Pittsburgh
7422
University of Pittsburgh
Pennsylvania
$135M +$4.64M +4% 3.76% 69.2% 2 50% 3.3
Cannon Advisors
7423
Cannon Advisors
North Carolina
$135M -$6.91M -5% 3.14% – 90 11.11% 1
Enhancing Capital
7424
Enhancing Capital
Pennsylvania
$135M -$4.96M -4% 2.29% – 91 7.69% 3.2
Fedenia Advisers
7425
Fedenia Advisers
Wisconsin
$135M -$126M -48% 0.8% – 162 45.06% 0.9