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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)
PIA
7651
Prakash Investment Advisors
Massachusetts
$90.3M -$11M -11% 9.85% – 59 13.56% 0.2
North Forty Two & Co
7652
North Forty Two & Co
Oregon
$90.3M +$3.68M +4% 2.13% – 98 11.22% 0.2
Hobbs Wealth Management
7653
Hobbs Wealth Management
Indiana
$90.1M +$2.61M +3% 2.46% – 53 26.42% 0.2
Private Harbour Investment Management & Counsel
7654
Private Harbour Investment Management & Counsel
Ohio
$90.1M -$1.22M -1% 3.26% 82.6% 39 5.13% 7.6
VM
7655
Valinor Management
New York
$90M -$16M -15% 0.91% 12.8% 1 0% 7.5
TF
7656
Telligent Fund
Hong Kong
$90M -$15M -14% 4.47% – 32 34.38% 0.2
James Reed Financial Services
7657
James Reed Financial Services
Ohio
$89.7M -$6.12M -6% 4.4% – 19 21.05% 1.9
CWD
7658
Clarity Wealth Development
Oregon
$89.6M -$2.51M -3% 0.78% – 47 14.89% 0.2
Massar Capital Management
7659
Massar Capital Management
Connecticut
$89.5M +$1.53M +2% 3.33% – 159 100% 0
Great Hill Partners
7660
Great Hill Partners
Massachusetts
$89.3M -$34.3M -28% 27.7% 24% 1 0% 2.8
Blalock Williams
7661
Blalock Williams
Alabama
$89.3M +$3.38M +4% 0.6% – 118 15.25% 0.2
Dai-ichi Life Holdings
7662
Dai-ichi Life Holdings
Japan
$89.2M -$1.96M -2% 1.93% – 28 53.57% 0.6
SRN Advisors
7663
SRN Advisors
Pennsylvania
$89M -$23.4M -21% 4.59% 146% 103 4.85% 2
KA
7664
Kailix Advisors
Florida
$89M -$30.3M -25% 16.3% 16.3% 8 0% 1.2
Peapod Lane Capital
7665
Peapod Lane Capital
New York
$88.9M -$12M -12% 7.43% – 72 36.11% 0.2
Expect Equity LLC
7666
Expect Equity LLC
Maryland
$88.9M -$6.68M -7% 5.56% – 49 12.24% 0.2
Montchanin Asset Management
7667
Montchanin Asset Management
Delaware
$88.8M -$14.3M -14% 2.3% 120% 59 27.12% 2
PWM
7668
Pinnacle Wealth Management
California
$88.8M -$1.08M -1% 3.67% 194% 77 74.03% 0.6
Waycross Investment Management
7669
Waycross Investment Management
Washington
$88.7M -$6.34M -7% 0.39% 49.6% 42 9.52% 1.8
BTS Asset Management
7670
BTS Asset Management
Massachusetts
$88.6M -$11.5M -12% 0.77% 8.8% 55 69.09% 0.5
Davis Wealth Advisors
7671
Davis Wealth Advisors
New Hampshire
$88.5M -$2.41M -3% 0.79% – 66 19.7% 0.2
ACMC
7672
AyurMaya Capital Management Company
New Hampshire
$88.4M -$24.6M -22% 21.7% 32.2% 2 0% 1.3
OFC Financial Planning
7673
OFC Financial Planning
New Jersey
$88.4M -$6.44M -7% 4.06% – 55 9.09% 0.2
MKD Wealth Coaches
7674
MKD Wealth Coaches
Michigan
$88.4M -$10.4M -11% 3.83% – 30 20% 3.3
Corre Partners Management
7675
Corre Partners Management
New York
$88.3M -$16.3M -16% 11.1% 109% 4 0% 2.1