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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)
Hestia Capital Management
7926
Hestia Capital Management
Pennsylvania
$113M -$7.81M -6% 2.13% – 25 44% 0.6
ML
7927
MSRH LLC
New York
$113M +$23.3M +26% 39.7% – 33 27.27% 0.2
Cooke Wealth Management
7928
Cooke Wealth Management
California
$113M -$1.7M -1% 0.28% – 38 5.26% 0.2
Matters Capital
7929
Matters Capital
Florida
$113M -$9.33M -8% 3.37% – 72 20.83% 0.2
University of Wisconsin Foundation
7930
University of Wisconsin Foundation
Wisconsin
$113M -$6.28M -5% 9.17% 142% 11 36.36% 0.7
Graham Capital Wealth Management
7931
Graham Capital Wealth Management
District of Columbia
$113M +$3.78M +3% 4.5% 50.6% 70 31.43% 1.6
Trustco Bank (New York)
7932
Trustco Bank (New York)
New York
$113M +$1.66M +1% 5.26% 131% 71 2.82% 7.8
Wealth Care LLC
7933
Wealth Care LLC
Florida
$113M – – 0.81% – 67 – 0
Oath Planning
7934
Oath Planning
Oklahoma
$113M +$11.2M +11% 1.01% – 71 7.04% 0.2
Momentum Wealth Planning
7935
Momentum Wealth Planning
Florida
$113M -$15.7M -12% 3.93% – 50 48% 0.5
Arrowpoint Investment Partners
7936
Arrowpoint Investment Partners
Singapore
$113M -$566M -83% 9.13% – 143 69.23% 0.2
Argus Investors Counsel
7937
Argus Investors Counsel
New York
$112M -$12.7M -10% 0.47% 132% 116 21.55% 5.6
Veradace Capital Management
7938
Veradace Capital Management
Texas
$112M -$51.2M -31% 11.2% – 33 36.36% 0.2
Professional Financial Solutions
7939
Professional Financial Solutions
Virginia
$112M +$5.73M +5% 0.82% – 38 2.63% 0.2
IFS Group
7940
IFS Group
Pennsylvania
$112M – – 3.04% – 144 – 0.4
Parrish Capital
7941
Parrish Capital
Georgia
$112M +$1.79M +2% 4.37% – 87 2.3% 0.2
Andrew Hill Investment Advisors
7942
Andrew Hill Investment Advisors
Florida
$112M -$19.1M -15% 3.58% 269% 63 39.68% 1.2
Diker Management
7943
Diker Management
New York
$112M -$17.2M -13% 3.73% 210% 51 37.25% 2.2
APFP
7944
Action Point Financial Planning
Michigan
$112M – – 0.77% – 69 – 0
New Covenant Trust Company
7945
New Covenant Trust Company
Indiana
$112M +$1.19M +1% 2.47% – 101 15.84% 1.5
Graetz Wealth
7946
Graetz Wealth
Michigan
$112M +$2.18M +2% 1.57% – 87 19.54% 0.2
Vilga Financial Planning
7947
Vilga Financial Planning
New Jersey
$112M +$7.55M +7% 0.91% – 87 11.49% 0.2
Waystone Advisors
7948
Waystone Advisors
Washington
$112M -$4.68M -4% 3.57% – 119 29.41% 0.2
Vitruvian Partners
7949
Vitruvian Partners
United Kingdom
$112M -$27.3M -20% 18.3% 96.9% 7 0% 2.9
Red Tree Management
7950
Red Tree Management
California
$112M +$2.8M +3% 5.38% – 3 0% 1.3