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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)
Spectrum Advisors
7601
Spectrum Advisors
Texas
$127M – – 1.12% – 50 – 0
Ares Systematic Credit
7602
Ares Systematic Credit
$127M +$3.55M +3% 0.36% – 174 31.61% 0.2
Ehrenkranz Partners
7603
Ehrenkranz Partners
New York
$126M +$38.2M +43% 4.43% – 52 19.23% 0.4
Hallstatt Advisors
7604
Hallstatt Advisors
New York
$126M -$7.81M -6% 2.26% – 21 52.38% 0.2
Grizzlyrock Capital
7605
Grizzlyrock Capital
Illinois
$126M -$7.28M -5% 7.72% – 25 40% 0.9
Gilpin Wealth Management
7606
Gilpin Wealth Management
Colorado
$126M +$7.24K +0% 0.1% – 1,090 18.35% 0.2
Luts & Greenleigh Group
7607
Luts & Greenleigh Group
Maryland
$126M +$8.56M +7% 12.2% – 94 12.77% 2.2
Mallini Complete Financial Planning
7608
Mallini Complete Financial Planning
Florida
$126M +$1.85M +1% 1.37% – 61 3.28% 1
GTS Financial
7609
GTS Financial
Minnesota
$126M – – 1.99% – 43 – 0
Sageworth Trust Company of South Dakota
7610
Sageworth Trust Company of South Dakota
South Dakota
$126M +$3.83M +3% 0.36% 75.9% 56 17.86% 2.7
Blodgett Wealth Advisors
7611
Blodgett Wealth Advisors
California
$126M -$17.1M -12% 6.81% 150% 65 7.69% 3.1
Brooktree Capital Management
7612
Brooktree Capital Management
Michigan
$126M -$24.2M -16% 11.3% 92.6% 45 11.11% 2.8
Chesapeake Asset Management
7613
Chesapeake Asset Management
New York
$126M +$5.01M +4% 1.11% 153% 394 23.86% 2.8
Brandywine Asset Management
7614
Brandywine Asset Management
Pennsylvania
$126M -$16.3M -11% 1.53% – 15 6.67% 0.3
Bingham Private Wealth
7615
Bingham Private Wealth
California
$126M +$10.1M +9% 1.5% – 177 22.03% 0.9
Vista Finance
7616
Vista Finance
Missouri
$126M -$25.3M -17% 0.04% 50.7% 62 27.42% 1.3
UFA
7617
Uptown Financial Advisors
Texas
$126M -$13.7M -10% 0.82% – 83 14.46% 1.1
Midwest Financial Network
7618
Midwest Financial Network
Illinois
$126M -$3.75M -3% 1.11% – 85 23.53% 0.8
BFS
7619
Burr Financial Services
California
$126M -$7.83M -6% 0.37% 478% 31 35.48% 1.4
NorthAvenue LLC
7620
NorthAvenue LLC
Ohio
$126M +$5.01M +4% 2.52% – 378 30.42% 0.2
Northstar Financial Companies
7621
Northstar Financial Companies
Pennsylvania
$126M +$181K +0.1% 1.51% – 123 16.26% 0.9
IDG China Venture Capital Fund V Associates
7622
IDG China Venture Capital Fund V Associates
Hong Kong
$126M -$12.6M -9% 5.58% 7.34% 1 0% 4.3
Lane Generational
7623
Lane Generational
Massachusetts
$126M +$15.3M +14% 4.52% 172% 43 30.23% 1.9
BI
7624
BluePrint Investing
California
$126M -$17.2K -0% 0.29% – 26 0% 0.3
AC
7625
Agman Capital
Nebraska
$126M +$8.03M +7% 16% – 20 15% 0.2