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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)
WSA
7501
Warm Springs Advisors
California
$99.5M -$8.34M -8% 7.25% – 54 14.81% 0.2
HCVG
7502
H Capital V GP
Cayman Islands
$99.4M +$8.26M +9% 9.07% – 1 0% 3.3
Ascent Capital Management
7503
Ascent Capital Management
Oregon
$99.3M +$1.46M +1% 2.74% – 63 12.7% 0.2
Novus Advisors
7504
Novus Advisors
South Carolina
$99.2M -$1.2M -1% 1.68% – 123 14.63% 0.2
Rosenthal Henry Capital Advisors
7505
Rosenthal Henry Capital Advisors
Indiana
$99.2M -$8.82M -8% 3.8% 80.2% 43 11.63% 3.8
Alpha Wealth Funds
7506
Alpha Wealth Funds
Utah
$99M -$4.81M -5% 1.3% – 64 57.81% 0.2
Compass Planning Associates
7507
Compass Planning Associates
Massachusetts
$98.9M +$457K +0.5% 0.13% – 138 7.25% 0.2
Defined Financial Planning
7508
Defined Financial Planning
California
$98.7M +$5.02M +5% 1.94% – 92 31.52% 0.2
Eagle Harbor Asset Management
7509
Eagle Harbor Asset Management
Washington
$98.6M -$1.25M -1% 2.28% 76.2% 127 7.87% 2.2
Fjell Capital
7510
Fjell Capital
North Dakota
$98.6M +$1.81M +2% 2.95% – 58 18.97% 0.2
Stegent Equity Advisors
7511
Stegent Equity Advisors
Texas
$98.6M +$48.6K +0% 2.06% 96.4% 103 18.45% 1.5
Cooksen Wealth
7512
Cooksen Wealth
Texas
$98.6M -$10.2M -9% 1.44% 70.7% 95 54.74% 0.6
Farnam Financial
7513
Farnam Financial
Arizona
$98.5M +$2.85M +3% 2.18% – 48 8.33% 0.4
Kids Capital Management
7514
Kids Capital Management
California
$98.5M – – 5.79% – 12 – 1.3
Bosman Wealth Management
7515
Bosman Wealth Management
California
$98.5M -$5.52M -5% 7.84% – 50 42% 0.2
Kraematon Investment Advisors
7516
Kraematon Investment Advisors
Massachusetts
$98.3M -$2.85M -3% 0.4% 89.8% 96 13.54% 2.2
RPGNY
7517
Retirement Planning Group (New York)
New York
$98.3M +$7.42M +8% 0.31% – 73 15.07% 0.2
CC
7518
CF Capital
Massachusetts
$98.3M +$5.41M +6% 1.83% – 54 37.04% 0.2
Delphi Management
7519
Delphi Management
Massachusetts
$98.1M -$5.34M -5% 1.2% 107% 85 15.29% 3.3
Graver Capital Management
7520
Graver Capital Management
Ohio
$98.1M +$2.4M +3% 1.85% – 27 11.11% 0.2
RIP
7521
Reliant Investment Partners
North Carolina
$98.1M -$14.7M -13% 1.77% – 114 20.18% 0.2
SkyKnight Capital
7522
SkyKnight Capital
California
$98M +$7.16M +8% 12.7% 11% 4 25% 3.3
NDVR Inc
7523
NDVR Inc
Massachusetts
$98M -$6.47M -6% 1.29% – 118 27.12% 0.9
OneFund LLC
7524
OneFund LLC
Florida
$98M -$6.22M -6% 3.25% – 134 10.45% 1.1
Post Resch Tallon Group
7525
Post Resch Tallon Group
New York
$98M -$5.92M -6% 2.03% – 109 9.17% 0.2