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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)
Windward Management
7526
Windward Management
Florida
$130M -$40.4M -24% 19.9% – 14 42.86% 0.2
Core Wealth Advisors (Indiana)
7527
Core Wealth Advisors (Indiana)
Indiana
$130M +$3.11M +2% 1.37% – 35 14.29% 0.2
Fjell Capital
7528
Fjell Capital
North Dakota
$130M -$397K -0.3% 2.34% – 73 16.44% 0.9
Elizabeth Park Capital Advisors
7529
Elizabeth Park Capital Advisors
Ohio
$130M +$8.51M +7% 2.32% 119% 53 28.3% 2
MWM
7530
M3 Wealth Management
Ohio
$130M +$7.2M +6% 3.28% – 35 11.43% 0.2
BXM Wealth
7531
BXM Wealth
Colorado
$130M +$223K +0.2% 2.28% – 147 18.37% 0.9
Platt Investment Counsel
7532
Platt Investment Counsel
Florida
$130M -$5.43M -4% 2.96% 62.9% 13 7.69% 2.7
NCM
7533
Nitor Capital Management
New Jersey
$130M +$17.4M +15% 17.7% – 24 0% 0.3
Clifford Group
7534
Clifford Group
Massachusetts
$130M +$349K +0.3% 5.01% 67.9% 85 16.47% 2.4
Genoa Capital Gestora de Recursos
7535
Genoa Capital Gestora de Recursos
$130M -$89M -41% 5.88% – 19 63.16% 0.7
Intrinsic Value Partners
7536
Intrinsic Value Partners
Arizona
$130M -$3.55M -3% 1.03% 126% 70 2.86% 3
Richwood Investment Advisors
7537
Richwood Investment Advisors
Ohio
$130M -$9.5M -7% 0.31% 71.9% 107 9.35% 3.8
Daytona Street Capital
7538
Daytona Street Capital
Missouri
$130M +$1.01M +0.8% 2.14% – 335 19.4% 0.2
R.H. Investment Group
7539
R.H. Investment Group
Arizona
$130M +$10.3M +9% 2.07% – 45 26.67% 0.8
BM
7540
Bislett Management
California
$130M -$2.21M -2% 0.27% 19.8% 18 5.56% 5.9
Winnow Wealth
7541
Winnow Wealth
Texas
$130M -$5.74M -4% 0.36% – 601 81.53% 0.5
Gilbert Capital Group
7542
Gilbert Capital Group
Maine
$129M -$3.64M -3% 0.2% – 57 17.54% 0.6
Blalock Williams
7543
Blalock Williams
Alabama
$129M +$4.41M +4% 2.96% – 156 21.15% 0.9
OF
7544
Outfitter Financial
Maine
$129M +$2.07M +2% 3.48% 97.6% 83 9.64% 3.4
Rydar Equities
7545
Rydar Equities
Texas
$129M +$861K +0.7% 0.84% – 95 7.37% 0.7
Split Rock Private Trading & Wealth Management
7546
Split Rock Private Trading & Wealth Management
Minnesota
$129M +$4.39M +4% 0.21% – 49 32.65% 0.2
Epacria Capital Partners
7547
Epacria Capital Partners
Colorado
$129M +$2.81M +2% 7.66% 89.1% 35 22.86% 2.5
Bradyco Inc
7548
Bradyco Inc
Massachusetts
$129M +$48.5M +60% 5.25% – 39 12.82% 1.1
Clear Point Advisors
7549
Clear Point Advisors
New York
$129M +$181K +0.1% 3.43% 56.7% 148 66.22% 1.4
Hunting Hill Global Capital
7550
Hunting Hill Global Capital
New York
$129M -$16.3M -11% 14.4% 132% 152 65.13% 1