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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)
Strategic Wealth Advisors
7651
Strategic Wealth Advisors
Arizona
$125M +$7.75M +7% 0.53% – 273 6.96% 0.2
WFA of San Diego
7652
WFA of San Diego
California
$125M -$12M -9% 0.63% – 425 10.59% 2.6
MSK
7653
Melissa S. Kampmann
$125M -$10.6M -8% 3.22% 82.1% 43 4.65% 2.1
Canandaigua National Trust of Florida
7654
Canandaigua National Trust of Florida
New York
$125M -$35.3M -22% 2.31% – 139 29.5% 1.3
Ponta Wealth Partners
7655
Ponta Wealth Partners
Florida
$124M +$17.1M +16% 1.76% – 144 24.31% 0.2
Silver Grove Financial Group
7656
Silver Grove Financial Group
New York
$124M +$8.89M +8% 1.2% – 524 75.76% 0.1
Stephen J. Garry & Associates
7657
Stephen J. Garry & Associates
New York
$124M -$1.74M -1% 1.76% 67.2% 54 11.11% 1.7
Coquina Private Wealth LLC
7658
Coquina Private Wealth LLC
Florida
$124M -$436K -0.3% 2.57% – 100 14% 0.2
FPC
7659
Flax Pond Capital
Massachusetts
$124M -$10.2M -8% 1.78% – 66 28.79% 0.2
Katamaran Capital
7660
Katamaran Capital
United Kingdom
$124M -$7.86M -6% 0.12% – 45 57.78% 0.5
Cook & Bynum Capital Management
7661
Cook & Bynum Capital Management
Alabama
$124M +$4.53M +4% 4.47% 46.8% 6 0% 7.4
Talisman Wealth Advisors
7662
Talisman Wealth Advisors
New Jersey
$124M -$4.38M -3% 0.6% 70.8% 122 22.95% 2.4
O'Domhnaill Enterprises
7663
O'Domhnaill Enterprises
Wyoming
$124M +$17.3M +16% 10.3% – 76 50% 0.2
NorthLanding Financial Partners
7664
NorthLanding Financial Partners
New York
$124M -$503K -0.4% 0.95% 54.7% 41 0% 2.9
Clarity Retirement & Wealth
7665
Clarity Retirement & Wealth
Massachusetts
$124M +$10.4M +9% 2.27% – 38 44.74% 0.2
WJ Financial Advisors
7666
WJ Financial Advisors
Connecticut
$124M +$11.5M +10% 0.33% – 129 11.63% 0.4
E-Wealth Partners
7667
E-Wealth Partners
Minnesota
$124M +$4.79M +4% 1.21% – 60 11.67% 0.2
Marcho Partners
7668
Marcho Partners
United Kingdom
$124M -$40.9M -25% 12% 115% 7 28.57% 3.2
Ally Bridge Group
7669
Ally Bridge Group
New York
$124M +$27.8M +29% 23.1% 844% 32 59.38% 0.3
Vigil Wealth Management
7670
Vigil Wealth Management
Florida
$124M +$3.46M +3% 0.89% – 80 10% 0.2
Family Legacy Financial Solutions
7671
Family Legacy Financial Solutions
North Carolina
$124M -$6M -5% 3.92% – 54 20.37% 0.7
Post Resch Tallon Group
7672
Post Resch Tallon Group
New York
$124M +$5.33M +4% 0.35% – 127 19.69% 1
EDMP Inc
7673
EDMP Inc
Florida
$124M +$2.03M +2% 2.21% 78% 75 14.67% 4.2
Town Capital
7674
Town Capital
Maryland
$124M +$1.44M +1% 1.52% – 100 40% 0.2
IFO
7675
Intrepid Family Office
Florida
$124M +$7.59M +7% 4.52% – 50 48% 1.4