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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)
DBK Financial Counsel
7476
DBK Financial Counsel
Ohio
$132M +$1.85M +1% 0.17% 58.1% 61 6.56% 3
Macco Financial Group
7477
Macco Financial Group
Wisconsin
$132M +$15.7M +14% 1.17% – 27 51.85% 0.2
Penbrook Management
7478
Penbrook Management
New York
$132M -$12.9M -9% 1.08% 107% 105 19.05% 5.9
Boyce & Associates Wealth Consulting
7479
Boyce & Associates Wealth Consulting
Texas
$132M +$12.7M +11% 0.26% 58.2% 83 13.25% 2.3
Alterna Wealth Management
7480
Alterna Wealth Management
Texas
$132M +$12.1M +10% 1.59% 52.9% 115 20.87% 2.7
DQRIM
7481
Dale Q Rice Investment Management
Washington
$132M -$7.61M -5% 5.77% – 69 7.25% 1.2
Sincerus Advisory
7482
Sincerus Advisory
New York
$132M +$7.55M +6% 1.08% – 79 10.13% 1.1
Phillip James Consulting
7483
Phillip James Consulting
Minnesota
$132M +$126M +2,227% 0.78% – 392 81.38% 0
GCM
7484
Gunpowder Capital Management
Maryland
$132M +$3.37M +3% 0.82% – 447 10.51% 0.2
Twin City Private Wealth
7485
Twin City Private Wealth
North Carolina
$132M -$367K -0.3% 1.81% – 102 13.73% 1.7
Reicon Wealth Advisors
7486
Reicon Wealth Advisors
Georgia
$132M -$6.35M -5% 3.11% – 78 32.05% 0.2
Richard Young Associates
7487
Richard Young Associates
Georgia
$132M +$3.65M +3% 2.67% – 27 14.81% 0.2
SGH
7488
Sivik Global Healthcare
Connecticut
$132M -$213M -62% 5.27% 83.8% 55 49.09% 2.3
Rik Saylor Financial
7489
Rik Saylor Financial
Ohio
$132M -$4.83M -4% 1.22% – 86 4.65% 1.2
Visa Foundation
7490
Visa Foundation
California
$132M -$10.2M -7% 7.18% 58.1% 1 0% 4.3
ATX Financial Planning
7491
ATX Financial Planning
Texas
$132M +$1.95M +2% 3.22% – 100 32% 0.2
Graver Capital Management
7492
Graver Capital Management
Ohio
$132M +$5.07M +4% 1.12% – 25 4% 1.2
Fairway Financial
7493
Fairway Financial
Florida
$132M -$962K -0.7% 0.46% – 23 4.35% 1.2
Pangea Capital Gestao de Recursos
7494
Pangea Capital Gestao de Recursos
$131M +$7.89M +6% 5.34% 54.4% 11 36.36% 1.4
PlanVest Financial
7495
PlanVest Financial
Maryland
$131M – – 0.04% – 565 – 0
Paladin Advisory Group
7496
Paladin Advisory Group
Iowa
$131M -$5.46M -4% 1.58% 71.9% 247 3.24% 2.5
AIM
7497
Axiom Investment Management
New York
$131M – – 3% – 386 – 0.7
Delta Wealth Advisors
7498
Delta Wealth Advisors
Indiana
$131M +$12M +10% 1.22% – 49 10.2% 1.4
SIMA Wealth Partners
7499
SIMA Wealth Partners
Virginia
$131M -$220K -0.2% 1.11% – 133 3.76% 1.6
Vested Financial Planning
7500
Vested Financial Planning
California
$131M +$1.39M +1% 1.07% – 30 10% 1.2