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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)
SWP
7601
Square Wave Partners
New York
$93.4M -$10.3M -10% 2.1% – 8 0% 0.3
CPC
7602
CFC Planning Company
Indiana
$93.4M +$74.7K +0.1% 0.94% – 88 38.64% 0.2
General Motors Holdings
7603
General Motors Holdings
Michigan
$93.4M -$54.1M -37% 6.23% 21.4% 5 0% 2.1
Quest 10 Wealth Builders
7604
Quest 10 Wealth Builders
Virginia
$93.4M -$7.1M -7% 1.09% – 849 24.03% 0.2
Rangeley Capital
7605
Rangeley Capital
Connecticut
$93.4M -$18M -16% 9.22% – 111 56.76% 0.2
Cooper Capital Advisors
7606
Cooper Capital Advisors
California
$93.3M -$3.08M -3% 0.4% – 42 45.24% 0.2
Greycroft
7607
Greycroft
New York
$93.3M -$19.9M -18% 20.3% 20% 12 16.67% 1.3
Ball & Co Wealth Management
7608
Ball & Co Wealth Management
Tennessee
$93.3M -$32.4M -26% 4.15% – 76 11.84% 0.2
Measured Risk Portfolios
7609
Measured Risk Portfolios
California
$93.2M -$2.58M -3% 5.45% – 320 82.19% 0.2
Moneda SA Administradora General de Fondos
7610
Moneda SA Administradora General de Fondos
Chile
$93.2M -$2.99M -3% 7.95% 34.5% 28 17.86% 3.2
Variant Private Wealth
7611
Variant Private Wealth
Virginia
$93.2M -$11.7M -11% 9.31% – 44 15.91% 0.2
Marathon Strategic Advisors
7612
Marathon Strategic Advisors
Pennsylvania
$93M +$569K +0.6% 0.33% 110% 38 7.89% 0.9
Luminist Capital
7613
Luminist Capital
Michigan
$92.9M +$35.4M +61% 1.31% – 271 18.08% 0.2
Vista Cima Wealth Management
7614
Vista Cima Wealth Management
Arizona
$92.9M -$3.33M -3% 6.14% – 52 9.62% 0.2
TRV GP IV
7615
TRV GP IV
Massachusetts
$92.9M +$12.7M +16% 38.9% 1,102% 3 33.33% 2.8
BG Investment Services
7616
BG Investment Services
Guam
$92.8M -$6.45M -6% 2.54% – 36 22.22% 1
Revere Asset Management
7617
Revere Asset Management
Texas
$92.7M -$25.1M -21% 3.41% 592% 32 78.13% 0.4
Grant Private Wealth Management
7618
Grant Private Wealth Management
California
$92.7M -$30K -0% 6.88% – 123 14.63% 0.2
Infinity Wealth Counsel
7619
Infinity Wealth Counsel
Ohio
$92.6M -$1.11M -1% 1.27% – 59 5.08% 0.2
Red Tree Management
7620
Red Tree Management
California
$92.6M -$59.3M -39% 29% – 4 0% 0.3
LifeGoal Wealth Advisors
7621
LifeGoal Wealth Advisors
New York
$92.6M +$423K +0.5% 0.89% – 69 20.29% 0.2
Crabel Capital Management
7622
Crabel Capital Management
California
$92.6M +$61.8M +201% 3.49% 13.9% 53 47.17% 1.2
BFI Infinity
7623
BFI Infinity
Switzerland
$92.6M +$534K +0.6% 9.13% – 62 43.55% 0.2
Tandem Financial
7624
Tandem Financial
Colorado
$92.5M -$1.99M -2% 3.1% – 88 38.64% 0.2
Trustco Bank (New York)
7625
Trustco Bank (New York)
New York
$92.3M -$483K -0.5% 2.55% 131% 67 1.49% 7.7