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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)
B
7876
Bayban
Minnesota
$115M +$1.89M +2% 0.97% – 736 25.54% 0.2
Carter Financial
7877
Carter Financial
California
$115M +$1.67M +1% 3.72% – 29 20.69% 0.2
PCM
7878
Potomac Capital Management
New York
$115M -$9.5M -8% 0.18% – 85 35.29% 1.4
DWR Wealth Management
7879
DWR Wealth Management
California
$115M +$7.18M +7% 0.31% – 53 9.43% 0.2
GK Wealth Management
7880
GK Wealth Management
Nevada
$115M -$35.9M -24% 0.31% – 232 93.53% 0.4
Ativo Capital Management
7881
Ativo Capital Management
Illinois
$115M +$902K +0.8% 2.5% 63.2% 58 10.34% 2.1
IASG
7882
Investment Advisory Services Group
Florida
$115M +$2.28M +2% 3.19% – 31 6.45% 0.3
Powerhouse Assets
7883
Powerhouse Assets
Massachusetts
$115M +$1.22M +1% 1.73% – 56 5.36% 0.2
Anabranch Capital Management
7884
Anabranch Capital Management
Connecticut
$115M -$33.9M -23% 15.7% 139% 5 0% 4.7
Palatine Hill Wealth Management
7885
Palatine Hill Wealth Management
Michigan
$115M -$9.15M -7% 4.39% – 51 9.8% 0.2
Rubicon Advisors
7886
Rubicon Advisors
California
$115M +$6.77M +6% 3.25% – 89 21.35% 0.2
Asempa Wealth Advisors
7887
Asempa Wealth Advisors
Louisiana
$115M -$1.27M -1% 0.89% – 120 10% 0.2
MRP Capital Investments
7888
MRP Capital Investments
Georgia
$115M -$4.54M -4% 3.24% 222% 230 21.74% 1.4
Dedeker Financial
7889
Dedeker Financial
Minnesota
$115M +$3.03M +3% 3.08% – 63 33.33% 0.2
HBE Wealth Management
7890
HBE Wealth Management
Nebraska
$115M +$8.43M +8% 1.7% – 55 16.36% 0.2
Bey-Douglas LLC
7891
Bey-Douglas LLC
Georgia
$115M -$10.2M -8% 8.04% – 57 26.32% 1.3
Summerhill Capital Management
7892
Summerhill Capital Management
Ontario, Canada
$115M +$6.3M +6% 1.39% – 36 55.56% 0.8
MH & Associates Securities Management
7893
MH & Associates Securities Management
California
$115M -$7.87M -6% 13.6% – 104 7.69% 0.2
Pandowealth
7894
Pandowealth
Georgia
$115M +$5.63M +5% 2.6% – 20 10% 0.2
Ramiah Investment Group
7895
Ramiah Investment Group
Wisconsin
$114M -$833K -0.7% 1.09% 62.2% 72 11.11% 2.7
Kelsey Financial
7896
Kelsey Financial
California
$114M -$2.06M -2% 1.5% – 67 13.43% 0.2
KA
7897
Kailix Advisors
Florida
$114M +$24.6M +27% 22.6% 16.3% 13 53.85% 0.8
Wolfstich Capital
7898
Wolfstich Capital
Massachusetts
$114M +$5.77M +5% 1.07% – 49 73.47% 0.3
Winter & Associates
7899
Winter & Associates
Minnesota
$114M +$6.04M +6% 0.58% – 87 9.2% 0.2
Jacobs Equity
7900
Jacobs Equity
Utah
$114M +$10.3M +10% 0.42% – 111 9.91% 0.2