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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)
Alcosta Capital Management
7501
Alcosta Capital Management
California
$131M -$27.7M -17% 6.96% 175% 26 15.38% 2.4
Stanich Group
7502
Stanich Group
New York
$131M -$1.43M -1% 3.51% – 50 12% 1
AFBI
7503
AFBI
Florida
$131M – – 4.72% – 1 – 1
Partnership Wealth Management
7504
Partnership Wealth Management
Maryland
$131M -$7.8M -6% 0.1% 67.6% 69 5.8% 2.1
Collier Financial
7505
Collier Financial
Colorado
$131M -$2M -2% 1.47% – 139 8.63% 1
CAG
7506
Cypress Advisory Group
Arizona
$131M -$5.11M -4% 2.13% – 79 11.39% 1
Schrum Private Wealth Management
7507
Schrum Private Wealth Management
Florida
$131M -$4.15M -3% 2.07% 60.9% 130 9.23% 3
Jordan Park Trust
7508
Jordan Park Trust
New Hampshire
$131M -$15M -10% 9.87% – 16 12.5% 1.1
Life Planning Partners
7509
Life Planning Partners
Florida
$131M +$458K +0.4% 0.4% 50.3% 69 5.8% 3.3
Legacy Advisory Services
7510
Legacy Advisory Services
Pennsylvania
$131M -$2.04M -2% 1.8% 59.4% 65 47.69% 1.2
Capital Squared Financial
7511
Capital Squared Financial
Maryland
$131M +$2.75M +2% 1.89% – 88 10.23% 0.6
EWP
7512
Evergreen Wealth Partners
Montana
$131M +$12.2M +10% 2.63% – 87 12.64% 0.2
LTG Capital
7513
LTG Capital
Massachusetts
$131M +$2.57M +2% 1.72% 59% 25 8% 4.1
ABS Direct Equity Fund
7514
ABS Direct Equity Fund
Connecticut
$131M +$46.8M +56% 2.14% – 117 76.07% 0.3
Aldebaran Capital
7515
Aldebaran Capital
Indiana
$131M +$19.3M +17% 13.1% 80.4% 43 18.6% 2
Castlefield Investment Partners
7516
Castlefield Investment Partners
$131M +$1.12M +0.9% 4.68% – 36 2.78% 0.3
Emmett Investment Management
7517
Emmett Investment Management
New York
$131M +$962K +0.7% 1.45% – 29 41.38% 0.8
Nightview Capital
7518
Nightview Capital
Texas
$131M -$95.1M -42% 12.7% 170% 22 68.18% 1.3
Financial Life Planners
7519
Financial Life Planners
Arizona
$130M -$8.86M -6% 5.91% – 368 82.07% 0.2
NMCM
7520
Nicholson Meyer Capital Management
Missouri
$130M -$1.8M -1% 1.49% – 46 10.87% 0.9
Clarendon Private
7521
Clarendon Private
Massachusetts
$130M +$12.2M +10% 2.51% – 126 23.81% 0.9
Oder Investment Management
7522
Oder Investment Management
California
$130M -$7.89M -6% 4.85% 97.5% 104 5.77% 3.2
Eddie Patel Inc
7523
Eddie Patel Inc
Illinois
$130M -$4.02M -3% 6.78% – 133 50.38% 0.2
Cushing Capital Partners
7524
Cushing Capital Partners
Wisconsin
$130M -$4.88M -4% 0.69% – 107 28.04% 0.9
Illumine Investment Management
7525
Illumine Investment Management
Washington
$130M -$7.1M -5% 2.07% – 101 18.81% 1