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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)
Virtue Asset Management
7626
Virtue Asset Management
Illinois
$126M +$217K +0.2% 1.55% – 109 14.68% 0.4
Cauble & Harre Wealth Management
7627
Cauble & Harre Wealth Management
Missouri
$126M +$6.25M +5% 2.5% – 81 22.22% 0.2
Lauer Wealth
7628
Lauer Wealth
Indiana
$126M -$9.14M -7% 4.55% 89.4% 74 24.32% 1
Redstone Wealth Management
7629
Redstone Wealth Management
Oklahoma
$125M -$1.07M -0.8% 1.46% – 43 9.3% 0.2
Golden Bell Financial Planning
7630
Golden Bell Financial Planning
Georgia
$125M +$5.32M +4% 1.95% – 37 2.7% 1.1
VanWeelden Wealth Management
7631
VanWeelden Wealth Management
Ohio
$125M -$1.91M -1% 0.72% – 36 55.56% 0.8
Mueller Wealth
7632
Mueller Wealth
Wisconsin
$125M +$4.57M +4% 2.1% – 17 11.76% 0.2
AF
7633
ASL Financial
California
$125M -$2.12M -2% 1.38% – 96 7.29% 0.2
Challenger Wealth Management
7634
Challenger Wealth Management
California
$125M -$5.94M -5% 0.33% – 63 7.94% 1.2
Carbahal Olsen Financial Services Group
7635
Carbahal Olsen Financial Services Group
California
$125M -$5.16M -4% 2.93% – 44 20.45% 1.1
Finward Bancorp
7636
Finward Bancorp
Indiana
$125M -$3.69M -3% 1.64% – 107 5.61% 1.1
PCG Asset Management
7637
PCG Asset Management
New Jersey
$125M -$317K -0.3% 1.62% – 80 5% 1.2
Freestate Advisors
7638
Freestate Advisors
Kansas
$125M +$2.01M +2% 0.27% – 44 11.36% 1.5
Whitebark Investors
7639
Whitebark Investors
Nevada
$125M -$40.9M -25% 27.1% – 9 0% 1
P.A.W. Capital
7640
P.A.W. Capital
Connecticut
$125M +$79M +172% 3.82% 54.6% 66 71.21% 1.3
Sentinel Wealth Management
7641
Sentinel Wealth Management
Virginia
$125M +$4.42M +4% 1.33% – 39 2.56% 0.7
Broussard Financial Group
7642
Broussard Financial Group
Louisiana
$125M +$1.65M +1% 1.37% – 36 25% 0.2
Campbell Deegan Wealth Management
7643
Campbell Deegan Wealth Management
Virginia
$125M +$1.06M +0.9% 2.34% – 56 23.21% 0.9
ACM
7644
Appalachian Capital Management
Ohio
$125M +$100K +0.1% 1.7% – 47 14.89% 0.2
Sandro Wealth Management
7645
Sandro Wealth Management
New Jersey
$125M +$4.09M +3% 0.39% – 102 11.76% 0.2
Robert Wood Johnson Foundation
7646
Robert Wood Johnson Foundation
New Jersey
$125M +$937K +0.8% 1.77% 3.79% 2 0% 3.3
Prosperity Bancshares
7647
Prosperity Bancshares
Texas
$125M +$13.9M +13% 0.56% – 429 11.19% 0.2
Blue Water Life Science Advisors
7648
Blue Water Life Science Advisors
California
$125M -$34.6M -22% 0.23% 503% 11 27.27% 1.8
Allium Financial Advisors
7649
Allium Financial Advisors
Oregon
$125M -$1.44M -1% 2.49% – 81 4.94% 0.9
Kite Lake Capital Management (UK)
7650
Kite Lake Capital Management (UK)
United Kingdom
$125M +$65M +109% 11.6% 337% 10 70% 0.4