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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)
AG Asset Advisory
7751
AG Asset Advisory
California
$121M +$3.89M +3% 6.46% – 27 11.11% 1.1
Tenzing Global Management
7752
Tenzing Global Management
California
$121M -$46.6M -28% 9.81% 273% 21 57.14% 0.7
BG Investment Services
7753
BG Investment Services
Guam
$120M +$8.26M +7% 2.44% – 50 14% 1.6
Global Strategic Management
7754
Global Strategic Management
Puerto Rico
$120M +$512K +0.4% 6.08% – 31 32.26% 4.3
Goldstream Capital Management
7755
Goldstream Capital Management
Hong Kong
$120M -$158M -57% 32.5% 686% 63 66.67% 1.3
WPA
7756
Wealth Preservation Advisors
Tennessee
$120M -$78.3M -39% 5.48% – 1,290 71.55% 0.3
Lunate Capital
7757
Lunate Capital
United Arab Emirates
$120M -$144M -54% 2.23% – 6 0% 0.8
Davis Wealth Advisors
7758
Davis Wealth Advisors
New Hampshire
$120M +$141K +0.1% 1.83% – 75 12% 1
Prosperity Advisers
7759
Prosperity Advisers
Pennsylvania
$120M -$809K -0.7% 1.42% – 41 7.32% 0.2
Madson Wealth Advisors
7760
Madson Wealth Advisors
California
$120M – – 0.18% – 84 – 0
Santa Clara Valley Transportation Authority
7761
Santa Clara Valley Transportation Authority
California
$120M +$1.3M +1% 0.79% – 4 0% 1.5
Approach Retirement Advisors
7762
Approach Retirement Advisors
Alabama
$120M +$4.14M +4% 0.82% – 80 3.75% 0.2
B
7763
BennBridge
United Kingdom
$120M -$8.14M -6% 9.1% – 7 0% 0.9
Troutman Wealth Management
7764
Troutman Wealth Management
Pennsylvania
$120M -$1.05M -0.9% 0.67% – 37 2.7% 0.3
Scientech Research LLC
7765
Scientech Research LLC
New Jersey
$120M -$39.1M -25% 4.27% – 801 84.14% 0.1
SJBenen ADVISORY
7766
SJBenen ADVISORY
North Carolina
$120M +$12.6M +12% 7.92% – 33 27.27% 0.2
Windsor Advisory Group
7767
Windsor Advisory Group
Ohio
$120M +$7.63M +7% 3.14% 48.2% 103 43.69% 1.4
AIHC Capital Management
7768
AIHC Capital Management
$120M +$13M +12% 27.7% – 7 42.86% 0.2
Dala Group
7769
Dala Group
Illinois
$120M +$4.21M +4% 1.47% – 80 18.75% 0.2
Ahara Advisors
7770
Ahara Advisors
New Jersey
$120M +$9.6M +9% 9.44% – 56 16.07% 0.2
CM
7771
CM Management
Florida
$120M +$996K +0.8% 2.99% 110% 79 31.65% 1.9
Commons Capital
7772
Commons Capital
Massachusetts
$120M -$29.6M -20% 1.39% 166% 126 43.65% 2
Yorktown Management & Research Company
7773
Yorktown Management & Research Company
Virginia
$120M -$5.54M -4% 5.86% 211% 254 29.53% 1.6
Integrated Wealthcare
7774
Integrated Wealthcare
North Carolina
$120M +$594K +0.5% 1.28% – 29 6.9% 0.2
Ball & Co Wealth Management
7775
Ball & Co Wealth Management
Tennessee
$120M -$35.8M -23% 2.36% – 90 26.67% 1