We are live on ! Find out more

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
PWS
3626
Paragon Wealth Strategies
Florida
$317M +$152M +93% 6.73% 59.8% 44 31.82%
SL
3627
Sentinus LLC
Illinois
$316M +$17.5M +6% 3.48% 210 14.76%
XWM
3628
Xcel Wealth Management
Florida
$316M +$32.3M +11% 12.6% 93.7% 139 8.63%
SL
3629
Systelligence LLC
Minnesota
$316M -$73.2M -19% 2.33% 57.3% 47 27.66%
MJP
3630
Michael J. Puzo
$316M +$16.1M +5% 6.99% 60.3% 79 2.53%
IIC
3631
Integrated Investment Consultants
Michigan
$316M -$2.6M -0.8% 5.51% 59.1% 301 16.94%
EWP
3632
Engrave Wealth Partners
Texas
$316M +$19M +6% 3.67% 39.9% 74 14.86%
KAM
3633
Krensavage Asset Management
New York
$316M -$13.7M -4% 2.46% 113% 12 0%
VAS
3634
Valicenti Advisory Services
New York
$315M +$15.2M +5% 7.5% 119% 83 14.46%
RWMH
3635
Riverpoint Wealth Management Holdings
Illinois
$315M +$25.8M +9% 4.88% 53.6% 51 7.84%
RCG
3636
Regatta Capital Group
California
$315M +$34M +12% 8.25% 63% 185 15.14%
HEIP
3637
Hudson Edge Investment Partners
New Jersey
$314M -$7.55M -2% 1.49% 68.8% 136 16.18%
CWM
3638
Concentric Wealth Management
California
$314M +$12.2M +4% 5.27% 33.4% 121 4.96%
BFM
3639
Blacksheep Fund Management
Ireland
$314M -$41.8M -12% 13.5% 81.6% 5 20%
APC
3640
Aspire Private Capital
North Carolina
$314M +$13M +4% 3.38% 49.6% 692 7.37%
FG
3641
Formula Growth
Quebec, Canada
$314M +$3.57M +1% 6.26% 65.6% 157 31.85%
FIBT
3642
First International Bank & Trust
North Dakota
$314M +$12.1M +4% 3.24% 38.6% 88 2.27%
MCM
3643
Monument Capital Management
Virginia
$314M +$14.9M +5% 8.34% 160% 177 27.12%
LRWA
3644
Long Run Wealth Advisors
New York
$313M +$19.5M +7% 4.02% 50.5% 101 12.87%
SFG
3645
Steward Financial Group
Texas
$313M +$12.9M +4% 3.72% 1,106 81.83%
VCM
3646
Versant Capital Management
Arizona
$313M +$15.3M +5% 3.24% 82.4% 2,102 18.79%
CAG
3647
Curtis Advisory Group
California
$313M +$38.9M +14% 9.32% 67.6% 93 8.6%
DAL
3648
Delta Air Lines
Georgia
$313M +$13.6M +5% 40.8% 26.9% 5 0%
VCM
3649
V3 Capital Management
Texas
$313M -$34M -10% 0.23% 20.5% 13 38.46%
FSG
3650
Financial Strategies Group
Michigan
$313M +$52.9M +20% 3.95% 39.5% 80 11.25%