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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)
Trace Wealth Advisors
7451
Trace Wealth Advisors
California
$133M -$4.98M -4% 1.28% – 75 18.67% 1.1
Gainplan
7452
Gainplan
Michigan
$133M -$133M -50% 0.06% 103% 78 41.03% 1.9
Financial Planning Fort Collins
7453
Financial Planning Fort Collins
Colorado
$133M +$19.5M +17% 1.9% – 34 14.71% 0.2
Outbound Financial Inc
7454
Outbound Financial Inc
Colorado
$133M +$4.95M +4% 0.63% – 43 6.98% 0.7
Williamson Legacy Group
7455
Williamson Legacy Group
Indiana
$133M +$5.44M +4% 38% – 111 44.14% 0.7
Brickwood Asset Management
7456
Brickwood Asset Management
United Kingdom
$133M -$10.5M -7% 10.5% – 10 20% 0.5
Tenzing Financial
7457
Tenzing Financial
Virginia
$133M +$10M +8% 0.42% – 74 13.51% 0.2
Littlejohn Financial Services
7458
Littlejohn Financial Services
Oregon
$133M -$2.61M -2% 1.55% – 68 25% 0.8
Synergy Financial Group
7459
Synergy Financial Group
California
$133M -$9.21M -6% 9.2% 133% 137 26.28% 2.3
Fiduciary Advisors Inc
7460
Fiduciary Advisors Inc
Missouri
$133M +$1.63M +1% 0.23% – 125 3.2% 1
Strategic Value Partners
7461
Strategic Value Partners
Connecticut
$133M -$75.4M -36% 36.2% – 1 0% 0.3
Phillips Wealth Planners
7462
Phillips Wealth Planners
Mississippi
$133M +$8.27M +7% 1.83% 82% 227 24.67% 1.8
Bonfire Financial
7463
Bonfire Financial
Colorado
$133M -$1.04M -0.8% 2.7% – 59 5.08% 1.1
Harbour Wealth Management Group
7464
Harbour Wealth Management Group
South Carolina
$133M +$4.95M +4% 3.9% – 104 26.92% 0.2
Centerpoint Advisory Group
7465
Centerpoint Advisory Group
Kansas
$133M +$3.01M +2% 2.46% – 114 11.4% 1
FTEA
7466
Forty-three Eighteen Advisors
Arkansas
$133M +$4.09M +3% 7.77% – 90 35.56% 0.2
WT
7467
WHI Trust
Illinois
$133M +$2.98M +2% 1.23% – 95 8.42% 0.2
Phoenix Asset Management Partners
7468
Phoenix Asset Management Partners
$133M -$12.7M -9% 6.72% 139% 10 0% 2.5
Madrid Wealth Management
7469
Madrid Wealth Management
New Mexico
$133M +$9.31M +8% 0.31% – 75 10.67% 0.2
Signal Tree Financial Partners
7470
Signal Tree Financial Partners
Ohio
$132M +$1.33M +1% 0.1% – 49 6.12% 1.1
9823 Capital
7471
9823 Capital
Texas
$132M -$12.7M -9% 6.15% – 87 80.46% 0.1
Global Trust Wealth Management
7472
Global Trust Wealth Management
Florida
$132M -$2.61M -2% 1.14% – 88 9.09% 0.2
Axos Invest
7473
Axos Invest
Nevada
$132M -$3.73M -3% 1.45% – 22 13.64% 1.2
bLong Financial
7474
bLong Financial
Tennessee
$132M -$11M -8% 3.33% – 81 14.81% 1.1
AIP
7475
Alapocas Investment Partners
Massachusetts
$132M -$17M -11% 8.61% 58.3% 21 9.52% 3.5