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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)
NorthLanding Financial Partners
7451
NorthLanding Financial Partners
New York
$102M +$2.73M +3% 0.72% 54.7% 40 15% 2.1
Ridgeline Wealth Planning
7452
Ridgeline Wealth Planning
Ohio
$102M -$2.73M -3% 2.7% – 40 20% 0.2
Centerpoint Advisory Group
7453
Centerpoint Advisory Group
Kansas
$102M -$1.71M -2% 3.74% – 98 14.29% 0.2
YC
7454
Yunqi Capital
Hong Kong
$102M -$54.9M -35% 3.72% 65.3% 5 20% 2.1
Jacksonville Wealth Management
7455
Jacksonville Wealth Management
Florida
$102M -$5.54M -5% 5.2% – 63 11.11% 0.2
PAYA
7456
Phil A. Younker & Associates
Alaska
$102M +$1.54M +2% 0.89% – 31 12.9% 0.2
Point72 Italy
7457
Point72 Italy
Italy
$102M -$79.6M -44% 4.97% – 42 76.19% 0.3
University of Pittsburgh
7458
University of Pittsburgh
Pennsylvania
$101M +$3.04M +3% 3.35% 69.2% 2 50% 2.3
Platt Investment Counsel
7459
Platt Investment Counsel
Florida
$101M -$3.44M -3% 5.68% 62.9% 12 33.33% 2.9
Riverview Trust Company
7460
Riverview Trust Company
Washington
$101M -$8.66M -8% 0.15% 87.6% 845 32.66% 1.6
Intrinsic Value Partners
7461
Intrinsic Value Partners
Arizona
$101M +$1.76M +2% 0.18% 134% 66 10.61% 2.3
Fiduciary Advisors Inc
7462
Fiduciary Advisors Inc
Missouri
$101M +$1.94M +2% 0.21% – 99 4.04% 0.3
Tandem Investment Partners
7463
Tandem Investment Partners
New Jersey
$101M -$3.24M -3% 1.94% – 65 6.15% 0.2
M.E. Allison & Co
7464
M.E. Allison & Co
Texas
$101M +$10.4M +11% 1.44% – 161 15.53% 0.2
FinDec Wealth Services
7465
FinDec Wealth Services
California
$101M -$42.9M -30% 1.39% 52.7% 42 16.67% 1.9
Santa Clara Valley Transportation Authority
7466
Santa Clara Valley Transportation Authority
California
$101M +$1.74M +2% 1.67% – 4 0% 0.5
Blue Water Life Science Advisors
7467
Blue Water Life Science Advisors
California
$101M -$12M -11% 4.95% 503% 9 22.22% 2.1
Villanova Investment Management
7468
Villanova Investment Management
Pennsylvania
$101M -$11.4M -10% 8.35% – 61 18.03% 0.6
Shade Tree Advisors
7469
Shade Tree Advisors
New York
$101M +$1.71M +2% 3.55% – 18 11.11% 0.2
Freestate Advisors
7470
Freestate Advisors
Kansas
$101M +$4.04M +4% 0.17% – 41 17.07% 0.8
ArborFi Advisors
7471
ArborFi Advisors
Michigan
$101M +$1.05M +1% 1.57% – 49 14.29% 0.2
Luts & Greenleigh Group
7472
Luts & Greenleigh Group
Maryland
$101M -$625K -0.6% 3.16% – 78 3.85% 1.8
Working Capital Advisors (UK)
7473
Working Capital Advisors (UK)
United Kingdom
$101M -$74.3M -42% 40.8% 17.1% 3 0% 2.8
American Asset Management
7474
American Asset Management
Florida
$101M +$2.18M +2% 1.7% 42.5% 25 24% 2.1
Mascagni Wealth Management
7475
Mascagni Wealth Management
Mississippi
$101M $0 0% 3.85% – 112 0% 0.3