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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)
RHDIC
7676
R.H. Dinel Investment Counsel
California
$124M -$12.8M -9% 3.94% 55.9% 41 4.88% 10.3
Farley Capital
7677
Farley Capital
New York
$123M -$11M -8% 13% 105% 19 15.79% 5.6
Cadia Private Client
7678
Cadia Private Client
New Jersey
$123M -$2.76M -2% 2.43% – 83 22.89% 0.2
Ferguson Johnson Wealth Management
7679
Ferguson Johnson Wealth Management
Maryland
$123M +$2.98M +2% 0.22% – 37 13.51% 0.2
Pitti Group Wealth Management
7680
Pitti Group Wealth Management
New York
$123M +$1.56M +1% 0.89% 65.3% 81 4.94% 2.7
DRH Investments
7681
DRH Investments
California
$123M +$14M +13% 4.58% 81.2% 18 27.78% 2.6
Barington Capital Group
7682
Barington Capital Group
New York
$123M -$29.2M -19% 10.8% 71.1% 11 27.27% 2.3
Gumshoe Capital Management
7683
Gumshoe Capital Management
New York
$123M +$17.3M +16% 5.17% – 9 55.56% 0.1
Sound Portfolio Advisors
7684
Sound Portfolio Advisors
Connecticut
$123M +$4.05M +3% 0.65% – 45 28.89% 0.2
Kropog Financial Group
7685
Kropog Financial Group
Louisiana
$123M -$6.01M -5% 2.8% – 36 27.78% 0.8
Cannon Capital Management
7686
Cannon Capital Management
Utah
$123M +$9.38M +8% 2.31% – 28 3.57% 0.2
MH
7687
Mishpacha Holdings
$123M +$3.39M +3% 6.67% – 14 85.71% 0.2
Nest Investments
7688
Nest Investments
Pennsylvania
$123M +$3.51M +3% 0.12% – 30 3.33% 0.3
Aristotle Pacific Capital
7689
Aristotle Pacific Capital
California
$123M -$121M -50% 2.27% 1.84% 5 0% 4
Boreal Capital Management
7690
Boreal Capital Management
Florida
$123M -$9.6M -7% 4.17% – 526 17.87% 0.6
Adelphi Trust
7691
Adelphi Trust
Florida
$123M +$367K +0.3% 1.72% – 112 17.86% 0.2
Kraematon Investment Advisors
7692
Kraematon Investment Advisors
Massachusetts
$123M -$2.68M -2% 0.35% 89.8% 106 10.38% 2.6
Schubert & Co
7693
Schubert & Co
Texas
$123M -$2.5M -2% 2.21% 47.3% 72 12.5% 2.1
Geremia Financial Services
7694
Geremia Financial Services
New Jersey
$123M +$1.56M +1% 3.17% – 11 18.18% 0.2
Templeton & Phillips Capital Management
7695
Templeton & Phillips Capital Management
Tennessee
$123M -$27.5M -18% 3.89% 74.3% 61 36.07% 1.3
Blake Schutter Theil Wealth Advisors
7696
Blake Schutter Theil Wealth Advisors
Ohio
$123M +$1.06M +0.9% 0.25% – 117 13.68% 1.2
Arbor Capital Management (Alaska)
7697
Arbor Capital Management (Alaska)
Alaska
$123M +$3.37M +3% 2.58% 62.7% 105 5.71% 2.7
Moneda SA Administradora General de Fondos
7698
Moneda SA Administradora General de Fondos
Chile
$123M +$11.2M +10% 5.35% 34.5% 34 32.35% 2.9
Osbon Capital Management
7699
Osbon Capital Management
Massachusetts
$123M +$15.6M +15% 3.91% – 495 29.49% 0.6
FF
7700
Fox Financial
Pennsylvania
$123M -$2.89M -2% 2.01% 78.9% 12 8.33% 2.2