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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)
CWD
7701
Clarity Wealth Development
Oregon
$123M +$4.31M +4% 0.43% – 47 10.64% 1.1
Virtus Fixed Income Advisers
7702
Virtus Fixed Income Advisers
Connecticut
$123M -$9.8M -7% 0.63% – 27 14.81% 0.6
Lakeshore Capital Group
7703
Lakeshore Capital Group
Illinois
$123M -$2.46M -2% 1.82% – 78 3.85% 1.1
ArborFi Advisors
7704
ArborFi Advisors
Michigan
$122M -$702K -0.6% 1.56% – 51 15.69% 1.1
Sankala Group
7705
Sankala Group
Colorado
$122M -$2.63M -2% 0.53% – 581 6.37% 0.2
First Financial Group
7706
First Financial Group
North Carolina
$122M +$4.94M +4% 1.69% – 80 8.75% 1
A4 Wealth Advisors
7707
A4 Wealth Advisors
North Carolina
$122M +$6.85M +6% 1.38% – 148 40.54% 0.4
Semitam Bonam
7708
Semitam Bonam
New York
$122M +$2.3M +2% 1.35% – 47 6.38% 0.7
Reyes Financial Architecture
7709
Reyes Financial Architecture
California
$122M -$41.8M -25% 1.15% – 459 39.87% 0.8
Dynamic Financial Group
7710
Dynamic Financial Group
Iowa
$122M +$5.07M +4% 1.76% – 72 8.33% 1.1
RWIA
7711
Roger Wittlin Investment Advisory
California
$122M -$20.7M -14% 2.51% 61.3% 40 5% 2.6
Athena Wealth Management
7712
Athena Wealth Management
Nevada
$122M +$19.3M +19% 3.32% – 121 24.79% 0.2
GAFA
7713
Garton & Associates Financial Advisors
Kentucky
$122M -$56.3M -32% 0.97% – 1,199 90.33% 0.2
Karani Asset Management
7714
Karani Asset Management
New York
$122M -$31.6K -0% 2.72% – 60 50% 1.6
Kennon-Green & Company
7715
Kennon-Green & Company
Ohio
$122M -$3.91M -3% 1.94% 58.4% 41 9.76% 2.7
PrairieView Wealth Partners
7716
PrairieView Wealth Partners
Illinois
$122M +$11.8M +11% 1.57% – 31 6.45% 1.5
MFC
7717
Miramar Fiduciary Corp
Nevada
$122M -$7.27M -6% 3.05% – 5 0% 4.3
Targeted Financial Services
7718
Targeted Financial Services
Florida
$122M +$5.84M +5% 2.22% – 55 7.27% 0.2
Valliance Asset Management
7719
Valliance Asset Management
Hong Kong
$122M -$119M -49% 93.6% 2,198% 16 81.25% 0.1
Peapod Lane Capital
7720
Peapod Lane Capital
New York
$122M +$4.36M +4% 9.94% – 68 22.06% 0.9
HRC
7721
Hoertkorn Richard Charles
$122M -$136M -53% 1.54% 182% 79 6.33% 8.7
Peak Wealth Management
7722
Peak Wealth Management
New Hampshire
$122M +$2.24M +2% 0.73% – 56 12.5% 0.2
Western Reserve Capital Management
7723
Western Reserve Capital Management
Ohio
$122M +$14.6M +14% 3.83% – 51 7.84% 0.2
Sierra Ocean
7724
Sierra Ocean
California
$122M +$1.01M +0.8% 0.35% – 62 4.84% 1.1
Innovative Advisory Group
7725
Innovative Advisory Group
Massachusetts
$122M -$35.4M -23% 0.6% – 255 90.98% 0.9