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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)
WealthPoint Financial
7776
WealthPoint Financial
North Carolina
$119M +$4.54M +4% 0.76% – 129 15.5% 0.2
Clio Asset Management
7777
Clio Asset Management
Virginia
$119M -$9.44M -7% 0.81% 60.6% 19 42.11% 1.6
Lubar & Co
7778
Lubar & Co
Wisconsin
$119M -$15.2M -11% 10.9% – 3 0% 8.6
Commerce Advisors
7779
Commerce Advisors
Tennessee
$119M – – 0.04% – 122 – 0
Shepherd Kaplan Krochuk
7780
Shepherd Kaplan Krochuk
Massachusetts
$119M -$2.13M -2% 0.56% 38.5% 64 4.69% 3.5
Marrick Wealth
7781
Marrick Wealth
California
$119M -$3.25M -3% 0.04% – 58 15.52% 0.2
Valor Advisors
7782
Valor Advisors
Florida
$119M -$1.11M -0.9% 3.02% – 36 2.78% 0.3
Harbor Asset Planning
7783
Harbor Asset Planning
Massachusetts
$119M +$1.86M +2% 1.17% – 455 10.33% 0.7
TCM
7784
Tao Capital Management
California
$119M +$2.65M +2% 9.59% 314% 8 0% 4.9
SF
7785
Schaeffer Financial
Maryland
$119M +$4.21M +4% 0.57% 52.2% 25 16% 2.3
M Wealth Management LLC
7786
M Wealth Management LLC
California
$119M +$3.89M +3% 0.68% – 56 16.07% 1
McCartney Wealth Management
7787
McCartney Wealth Management
Missouri
$119M +$2.89M +2% 1.39% – 65 6.15% 0.2
HPM
7788
Hudson Portfolio Management
New York
$119M +$2.57M +2% 1.69% – 113 6.19% 3.6
White Knight Strategic Wealth Advisors
7789
White Knight Strategic Wealth Advisors
New Jersey
$119M -$18M -13% 3.79% 111% 96 22.92% 2.5
Stonebridge Financial Group (Missouri)
7790
Stonebridge Financial Group (Missouri)
Missouri
$119M +$3.07M +3% 0.06% – 178 17.98% 0.2
Kane Co Wealth Management
7791
Kane Co Wealth Management
Iowa
$119M +$5.19M +5% 1.54% – 54 12.96% 0.2
KL
7792
Keenan LLC
Massachusetts
$119M +$4.81M +4% 2.45% – 42 2.38% 0.2
ClientFirst Wealth Management
7793
ClientFirst Wealth Management
Arkansas
$118M -$6.07M -5% 4.62% – 52 7.69% 2.8
Worldly Partners Management
7794
Worldly Partners Management
Massachusetts
$118M -$15.7M -12% 3.01% 19.2% 3 0% 3.3
Washington Capital Management
7795
Washington Capital Management
Washington
$118M -$4.82M -4% 0.11% 81.8% 123 27.64% 2.8
Elm3 Financial Group
7796
Elm3 Financial Group
Georgia
$118M -$2.17M -2% 2.34% – 121 9.92% 0.9
Topor & Co Korea
7797
Topor & Co Korea
$118M -$14.5M -11% 0.77% – 18 16.67% 0.2
C2C Wealth Management
7798
C2C Wealth Management
Arizona
$118M -$392K -0.3% 0.6% 77.2% 95 11.58% 3.4
Aventus Investment Advisors
7799
Aventus Investment Advisors
Florida
$118M -$5.18M -4% 3.87% – 155 9.68% 0.7
Stillwater Private Wealth
7800
Stillwater Private Wealth
Pennsylvania
$118M – – 1% – 78 – 0