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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)
Sherwood Financial Partners
7926
Sherwood Financial Partners
California
$113M -$2.92M -3% 0.84% – 8 0% 1.1
Andina Capital Management
7927
Andina Capital Management
Utah
$113M -$52.3M -32% 3.01% 38.9% 182 56.04% 0.9
Stonehaven Wealth & Tax Solutions
7928
Stonehaven Wealth & Tax Solutions
Wisconsin
$113M +$1.76M +2% 0.23% – 101 34.65% 0.8
MeadowBrook Investment Advisors
7929
MeadowBrook Investment Advisors
Michigan
$113M -$4.3M -4% 2.39% 81.5% 205 14.63% 1.8
Hestia Capital Management
7930
Hestia Capital Management
Pennsylvania
$113M -$7.81M -6% 2.13% – 25 44% 0.6
ML
7931
MSRH LLC
New York
$113M +$23.3M +26% 39.7% – 33 27.27% 0.2
Cooke Wealth Management
7932
Cooke Wealth Management
California
$113M -$1.7M -1% 0.28% – 38 5.26% 0.2
Matters Capital
7933
Matters Capital
Florida
$113M -$9.33M -8% 3.37% – 72 20.83% 0.2
University of Wisconsin Foundation
7934
University of Wisconsin Foundation
Wisconsin
$113M -$6.28M -5% 9.17% 142% 11 36.36% 0.7
Graham Capital Wealth Management
7935
Graham Capital Wealth Management
District of Columbia
$113M +$3.78M +3% 4.5% 50.6% 70 31.43% 1.6
Trustco Bank (New York)
7936
Trustco Bank (New York)
New York
$113M +$1.66M +1% 5.26% 131% 71 2.82% 7.8
Wealth Care LLC
7937
Wealth Care LLC
Florida
$113M – – 0.81% – 67 – 0
Oath Planning
7938
Oath Planning
Oklahoma
$113M +$11.2M +11% 1.01% – 71 7.04% 0.2
Momentum Wealth Planning
7939
Momentum Wealth Planning
Florida
$113M -$15.7M -12% 3.93% – 50 48% 0.5
Arrowpoint Investment Partners
7940
Arrowpoint Investment Partners
Singapore
$113M -$566M -83% 9.13% – 143 69.23% 0.2
Argus Investors Counsel
7941
Argus Investors Counsel
New York
$112M -$12.7M -10% 0.47% 132% 116 21.55% 5.6
Veradace Capital Management
7942
Veradace Capital Management
Texas
$112M -$51.2M -31% 11.2% – 33 36.36% 0.2
Professional Financial Solutions
7943
Professional Financial Solutions
Virginia
$112M +$5.73M +5% 0.82% – 38 2.63% 0.2
IFS Group
7944
IFS Group
Pennsylvania
$112M – – 3.04% – 144 – 0.4
Parrish Capital
7945
Parrish Capital
Georgia
$112M +$1.79M +2% 4.37% – 87 2.3% 0.2
Andrew Hill Investment Advisors
7946
Andrew Hill Investment Advisors
Florida
$112M -$19.1M -15% 3.58% 269% 63 39.68% 1.2
Diker Management
7947
Diker Management
New York
$112M -$17.2M -13% 3.73% 210% 51 37.25% 2.2
APFP
7948
Action Point Financial Planning
Michigan
$112M – – 0.77% – 69 – 0
New Covenant Trust Company
7949
New Covenant Trust Company
Indiana
$112M +$1.19M +1% 2.47% – 101 15.84% 1.5
Graetz Wealth
7950
Graetz Wealth
Michigan
$112M +$2.18M +2% 1.57% – 87 19.54% 0.2