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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)
Aldebaran Financial
7751
Aldebaran Financial
$81.8M -$3.74M -4% 0.67% 115% 75 9.33% 5.8
CAS
7752
CTC Alternative Strategies
Illinois
$81.8M -$1.45M -2% 1.94% 111% 127 90.55% 0
Pictet Bank & Trust
7753
Pictet Bank & Trust
Bahamas
$81.8M -$18.3M -18% 3.81% 82.7% 43 18.6% 5.2
PrairieView Wealth Partners
7754
PrairieView Wealth Partners
Illinois
$81.8M -$10.7M -12% 2.88% – 21 4.76% 0.9
Vanguard Capital Wealth Advisors
7755
Vanguard Capital Wealth Advisors
Colorado
$81.8M -$10M -11% 4.95% 234% 134 31.34% 3.2
Circumference Group
7756
Circumference Group
Arkansas
$81.6M -$34.7M -30% 17.9% – 28 21.43% 0.9
ETF Store
7757
ETF Store
Kansas
$81.5M +$900K +1% 1.09% 61% 88 12.5% 2.3
DCVC Opportunity Fund II
7758
DCVC Opportunity Fund II
California
$81.5M -$31.5M -28% 27.7% – 2 0% 3.3
Totem Point Management
7759
Totem Point Management
New York
$81.2M -$13.2M -14% 4.88% 577% 19 47.37% 1.2
Atlas Wealth Partners
7760
Atlas Wealth Partners
Pennsylvania
$81.1M +$2.1M +3% 3.84% 136% 56 14.29% 0.9
Charles Schwab Trust Bank
7761
Charles Schwab Trust Bank
Nevada
$80.7M -$56.8M -41% 2.34% – 1 0% 1
HGI Capital Management
7762
HGI Capital Management
New York
$80.2M -$17M -18% 0.54% 47% 30 66.67% 0.5
SWP Investment Management
7763
SWP Investment Management
Ohio
$80.1M – – 1.49% – 51 – 0
Arrow Capital
7764
Arrow Capital
Australia
$80.1M -$29.1M -27% 3.73% – 48 91.67% 0.1
Gullane Capital
7765
Gullane Capital
Tennessee
$79.9M -$148M -65% 49.4% – 5 20% 0.3
Rye Brook Capital
7766
Rye Brook Capital
Connecticut
$79.8M -$3.61M -4% 5.53% 77.2% 29 31.03% 1.1
B. Riley Financial
7767
B. Riley Financial
California
$79.5M -$40M -33% 19.9% 682% 27 55.56% 1
Constant Guidance Financial
7768
Constant Guidance Financial
Massachusetts
$79.5M -$36.6M -32% 6.23% 79.6% 44 50% 0.7
JPC
7769
Jabodon PT Co
Nevada
$79.2M -$3.77M -5% 4.56% 61.9% 2 0% 2.3
BIOS Capital Management
7770
BIOS Capital Management
Texas
$79.2M -$14.9M -16% 15.1% – 6 0% 0.3
Sage Investment Counsel
7771
Sage Investment Counsel
Tennessee
$78.9M +$2.14M +3% 0.89% – 132 18.94% 0.2
MVM Partners
7772
MVM Partners
Massachusetts
$78.9M -$45.6M -37% 22.1% 77.3% 3 0% 2.3
Whitford Management
7773
Whitford Management
New York
$78.5M -$295M -79% 4.46% 76.2% 32 62.5% 0.6
Bank of Marin
7774
Bank of Marin
California
$78.5M -$48M -38% 4.16% 80.3% 135 40.74% 3.3
Prospect Financial Group
7775
Prospect Financial Group
Virginia
$78.4M -$2.88M -4% 0% – 66 15.15% 0.2