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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)
Svenska Handelsbanken
7476
Svenska Handelsbanken
Sweden
$100M +$100M +16,030% 7.6% – 7 71.43% 0.1
CWMA
7477
Capstone Wealth Management (Alabama)
Alabama
$100M -$1.99M -2% 2.06% – 50 8% 0.2
Minot DeBlois Advisors
7478
Minot DeBlois Advisors
Massachusetts
$100M -$9.13M -8% 1.46% – 309 19.74% 0.2
Sellaronda Global Management
7479
Sellaronda Global Management
New York
$100M +$347K +0.3% 1% – 14 35.71% 0.2
Sheets Smith Investment Management
7480
Sheets Smith Investment Management
Texas
$100M -$17.7M -15% 1.35% – 65 47.69% 0.6
Lesa Sroufe & Co
7481
Lesa Sroufe & Co
Washington
$100M – – 10% – 70 – 5.1
Fortress Financial Group
7482
Fortress Financial Group
Minnesota
$100M -$406K -0.4% 2.77% – 74 13.51% 0.2
Midwest Financial Network
7483
Midwest Financial Network
Illinois
$100M +$3.93M +4% 0.32% – 58 1.72% 0.2
Oregon Pacific Wealth Management
7484
Oregon Pacific Wealth Management
Oregon
$100M -$1.93M -2% 0.63% – 137 22.63% 0.2
Vested Financial Planning
7485
Vested Financial Planning
California
$100M -$5.49M -5% 1.49% – 25 0% 0.3
Orca Investment Management
7486
Orca Investment Management
Oregon
$100M -$6.28M -6% 2.84% 139% 59 5.08% 7.1
New Dimensions Wealth Management
7487
New Dimensions Wealth Management
Texas
$100M – – 1.25% – 19 – 0
Anchor Capital Management Company
7488
Anchor Capital Management Company
North Carolina
$100M -$15.7M -14% 9.59% – 10 20% 0.8
Boyce & Associates Wealth Consulting
7489
Boyce & Associates Wealth Consulting
Texas
$100M +$1.14M +1% 1.63% 58.2% 71 4.23% 1.9
PUREfi Wealth
7490
PUREfi Wealth
Massachusetts
$100M -$2.25M -2% 1.81% – 181 40.33% 0.2
Marquette Associates
7491
Marquette Associates
Illinois
$100M -$20.6M -17% 1.18% – 44 22.73% 0.9
Severin Investments
7492
Severin Investments
Missouri
$100M -$456K -0.5% 1.15% – 204 18.63% 0.2
Rahlfs Capital
7493
Rahlfs Capital
Texas
$100M -$1.04M -1% 2.17% – 80 7.5% 0.2
D
7494
Drystone
Virginia
$100M -$262K -0.3% 0.89% – 19 5.26% 2.9
Dynamic Financial Group
7495
Dynamic Financial Group
Iowa
$100M +$1.37M +1% 0.74% – 62 9.68% 0.2
DBK Financial Counsel
7496
DBK Financial Counsel
Ohio
$100M +$508K +0.5% 1.42% 58.1% 52 5.77% 2.4
Signal Tree Financial Partners
7497
Signal Tree Financial Partners
Ohio
$100M +$14.5M +17% 0.63% – 44 9.09% 0.2
CM
7498
CM Management
Florida
$100M -$12.5M -11% 5.23% 110% 62 20.97% 2.5
Infini Capital Management
7499
Infini Capital Management
Hong Kong
$100M +$20.4M +26% 38.4% – 16 75% 0.3
10Elms LLP
7500
10Elms LLP
Oklahoma
$99.5M +$2.68M +3% 0.39% – 531 3.58% 0.2