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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)
Lord & Richards Wealth Management
7926
Lord & Richards Wealth Management
Colorado
$116M +$7.24M +7% 1% – 53 7.55% 0.8
Kelsey Financial
7927
Kelsey Financial
California
$116M – – 2.9% – 62 – 0
Pursuit Wealth Management
7928
Pursuit Wealth Management
Florida
$116M – – 2.25% – 118 – 0
Macco Financial Group
7929
Macco Financial Group
Wisconsin
$116M – – 2.06% – 19 – 0
Conquis Financial
7930
Conquis Financial
California
$116M +$10.7M +10% 2.69% – 68 20.59% 0.8
TCM
7931
Tao Capital Management
California
$116M -$16M -12% 3.81% 314% 10 20% 4.7
HPM
7932
Hudson Portfolio Management
New York
$116M +$3.27M +3% 5.11% – 113 7.08% 3.4
Asempa Wealth Advisors
7933
Asempa Wealth Advisors
Louisiana
$116M – – 2.16% – 113 – 0
Approach Retirement Advisors
7934
Approach Retirement Advisors
Alabama
$116M – – 1.81% – 78 – 0
Targeted Financial Services
7935
Targeted Financial Services
Florida
$116M – – 3.51% – 52 – 0
IFO
7936
Intrepid Family Office
Florida
$116M -$3.52M -3% 9.72% – 46 36.96% 1.4
North Capital
7937
North Capital
Utah
$116M -$13.2M -10% 2.18% – 732 88.11% 0.7
Virtus Family Office
7938
Virtus Family Office
Texas
$116M +$9.18M +9% 2.53% 60.9% 67 26.87% 1.2
Sherwood Financial Partners
7939
Sherwood Financial Partners
California
$116M +$1.37M +1% 1.18% – 9 11.11% 0.8
McCartney Wealth Management
7940
McCartney Wealth Management
Missouri
$116M – – 2.14% – 61 – 0
Perissos Private Wealth Management
7941
Perissos Private Wealth Management
Oklahoma
$116M -$21.5M -16% 3.11% – 85 17.65% 1.3
Bingham Private Wealth
7942
Bingham Private Wealth
California
$116M – – 4.31% – 151 – 0.8
Kennebec Savings Bank
7943
Kennebec Savings Bank
Maine
$116M +$6.08M +6% 3.48% – 259 4.25% 1.2
BCM
7944
BML Capital Management
Indiana
$116M +$6.47M +6% 26.3% 376% 25 56% 1.2
Sellaronda Global Management
7945
Sellaronda Global Management
New York
$116M +$2.47M +2% 0.4% – 9 33.33% 0.4
PCC
7946
Park Circle Company
Maryland
$116M -$3.74M -3% 2.03% 70.5% 70 28.57% 5.2
A4 Wealth Advisors
7947
A4 Wealth Advisors
North Carolina
$116M -$3.08M -3% 2.31% – 179 36.87% 0.2
Stonebridge Financial Group (Missouri)
7948
Stonebridge Financial Group (Missouri)
Missouri
$116M – – 4.45% – 159 – 0
Institutional Venture Management XV
7949
Institutional Venture Management XV
California
$116M -$15.9M -12% 6.83% 116% 3 0% 3.3
Silver Grove Financial Group
7950
Silver Grove Financial Group
New York
$115M +$10.1M +10% 2.53% – 152 38.16% 0.2