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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
PAA
3801
Peregrine Asset Advisers
Oregon
$176M +$43.6M +33% 22.6% 163% 148 52.7%
PCA
3802
Providence Capital Advisors
North Carolina
$176M +$10.2M +6% 17.4% 42.1% 267 37.45%
SMFS
3803
Squar Milner Financial Services
California
$176M +$9.55M +6% 19.4% 816 75.37%
BC
3804
Belmont Capital
California
$176M +$60.8M +53% 56.9% 182% 68 26.47%
BO
3805
Bank OZK
Arkansas
$176M -$6.54M -4% 17.3% 81.7% 129 15.5%
MMPW
3806
Mitchell McLeod Pugh & Williams
Alabama
$176M +$46.3M +36% 22.2% 76.5% 190 14.74%
SI
3807
Shaker Investments
Ohio
$176M +$59.1M +51% 49.9% 205% 84 14.29%
SI
3808
SCP Investment
California
$176M +$39.4M +29% 62.8% 48.7% 40 62.5%
EI
3809
Ethic Inc
New York
$176M +$56M +47% 22.7% 95.4% 290 33.45%
NG
3810
NWK Group
California
$176M +$58.5M +50% 30.2% 227% 276 48.55%
WOC
3811
West Oak Capital
California
$176M +$29.6M +20% 17.1% 110% 354 17.8%
BCFS
3812
Butensky & Cohen Financial Security
Florida
$176M +$43M +32% 19.5% 72.2% 93 9.68%
CPA
3813
Cowen Prime Advisors
New York
$176M +$11.8M +7% 39.4% 116% 243 40.33%
DFG
3814
Delphi Financial Group
Delaware
$176M -$30.8M -15% 34.8% 48.5% 27 18.52%
SCM
3815
Soleus Capital Management
Connecticut
$175M +$89.5M +104% 44.7% 436% 76 55.26%
CHJWM
3816
Carlton Hofferkamp & Jenks Wealth Management
Texas
$175M +$12.6M +8% 14.9% 58.2% 105 6.67%
SFA
3817
Souders Financial Advisors
Ohio
$175M +$61.5M +54% 17.3% 45.5% 106 20.75%
CCM
3818
Cobalt Capital Management
New Jersey
$175M -$17.9M -9% 22.9% 180% 49 81.63%
CF
3819
Copperwynd Financial
Arizona
$175M -$36.7M -17% 30.1% 90% 119 36.13%
SCP
3820
Stamos Capital Partners
California
$175M -$15.3M -8% 14.5% 28.4% 84 41.67%
PGWM
3821
Parisi Gray Wealth Management
New Jersey
$174M +$33.2M +23% 21.1% 120% 113 12.39%
SBF
3822
Sara-Bay Financial
Florida
$174M 32.4% 231% 77
LTI
3823
Laffer Tengler Investments
Tennessee
$174M +$45.8M +36% 11.2% 96.5% 273 59.34%
LK
3824
Lumbard & Kellner
New Hampshire
$174M +$24.9M +17% 21% 105% 78 17.95%
BHWA
3825
Beacon Harbor Wealth Advisors
Virginia
$174M +$41.7M +31% 14.7% 129% 53 41.51%