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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)
Storgate
7576
Storgate
Texas
$127M +$5.81M +5% 1.46% – 191 30.89% 0.2
Clear Retirement Advice
7577
Clear Retirement Advice
California
$127M -$1.19M -0.9% 0.14% – 54 1.85% 0.2
Concorde Financial
7578
Concorde Financial
Texas
$127M -$1.67M -1% 11.8% 81.3% 27 3.7% 2.8
Ares Financial Consulting
7579
Ares Financial Consulting
California
$127M +$22.3M +21% 0.17% – 1,091 20.44% 0.2
Aegis Wealth Management (Iowa)
7580
Aegis Wealth Management (Iowa)
Iowa
$127M -$73.8K -0.1% 3.57% – 117 18.8% 0.2
ACT Capital Management
7581
ACT Capital Management
Pennsylvania
$127M +$3.56M +3% 18.3% – 78 53.85% 0.8
Madison Park Capital Advisors
7582
Madison Park Capital Advisors
Washington
$127M +$4M +3% 2.31% 62.4% 66 12.12% 1.8
MJPC
7583
Michael J. Porro & Co
New Jersey
$127M +$7.92M +7% 8.74% – 140 10.71% 0.2
Peregrine Investment Management
7584
Peregrine Investment Management
Ontario, Canada
$127M -$33.8M -21% 10.5% – 26 50% 0.6
Sun Group Wealth Partners
7585
Sun Group Wealth Partners
California
$127M +$2.63M +2% 0.78% – 82 35.37% 0.2
Midwestern Financial
7586
Midwestern Financial
Iowa
$127M +$6.25M +5% 0.81% – 54 3.7% 0.7
Strategic Advisory Partners
7587
Strategic Advisory Partners
North Carolina
$127M +$6.58M +5% 2.14% – 99 66.67% 0.1
PIP
7588
PB Investment Partners
California
$127M -$30.4M -19% 18.2% 81.1% 11 27.27% 2.3
Van Diest Capital
7589
Van Diest Capital
Iowa
$127M +$60M +90% 1.77% – 212 45.28% 0.2
Persium Advisors
7590
Persium Advisors
Georgia
$127M -$11.6M -8% 0.34% – 65 12.31% 1.1
Value Base
7591
Value Base
Israel
$127M -$6.6M -5% 10.1% – 8 12.5% 1.2
True Blue Financial
7592
True Blue Financial
Michigan
$127M +$5.72M +5% 1.11% – 54 9.26% 0.2
Hegarty Advisors
7593
Hegarty Advisors
New York
$127M +$11.6M +10% 0.19% – 62 19.35% 0.2
TIM
7594
Timelo Investment Management
Ontario, Canada
$127M -$155M -55% 3.52% 104% 73 67.12% 0.3
VUB Generali dochodkova spravcovska spolocnost
7595
VUB Generali dochodkova spravcovska spolocnost
$127M -$3.88M -3% 1.57% – 101 13.86% 0.2
Travelers Companies
7596
Travelers Companies
Minnesota
$127M -$25.1M -17% 2.35% – 3 66.67% 2.3
Benningfield Financial Advisors
7597
Benningfield Financial Advisors
California
$127M -$1.03M -0.8% 0.21% – 18 0% 1
Poinciana Advisors Group
7598
Poinciana Advisors Group
Florida
$127M -$85.6K -0.1% 5.01% – 157 29.3% 0.8
AA
7599
Alpha Advisors
Virginia
$127M -$3M -2% 0.97% – 49 8.16% 1
Guardian Investment Management
7600
Guardian Investment Management
California
$127M -$1.62M -1% 1.22% 103% 60 6.67% 6.7