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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)
Hayek Kallen Investment Management
3876
Hayek Kallen Investment Management
Alabama
$177M +$27.6M +18% 16.7% 71.9% 71 9.86% 4.5
WealthBridge Capital Management
3877
WealthBridge Capital Management
Ohio
$176M +$32.5M +23% 21.2% 89.4% 124 11.29% 1.2
PhiloSmith Capital
3878
PhiloSmith Capital
Connecticut
$176M +$33M +23% 14.7% 47% 35 2.86% 2.6
Paragon Wealth Strategies
3879
Paragon Wealth Strategies
Florida
$176M +$159M +908% 18.4% 59.8% 30 66.67% 0.6
Peregrine Asset Advisers
3880
Peregrine Asset Advisers
Oregon
$176M +$43.6M +33% 22.6% 182% 148 52.7% 2.2
Providence Capital Advisors
3881
Providence Capital Advisors
North Carolina
$176M +$10.2M +6% 17.4% 47.4% 267 37.45% 1.6
Squar Milner Financial Services
3882
Squar Milner Financial Services
California
$176M +$9.6M +6% 19.4% – 816 75.37% 1.8
BC
3883
Belmont Capital
California
$176M +$60.8M +53% 56.9% 182% 68 26.47% 0.4
Bank OZK
3884
Bank OZK
Arkansas
$176M -$6.54M -4% 17.3% 112% 129 15.5% 4.7
Mitchell McLeod Pugh & Williams
3885
Mitchell McLeod Pugh & Williams
Alabama
$176M +$46.3M +36% 22.2% 90.7% 190 14.74% 4.1
Shaker Investments
3886
Shaker Investments
Ohio
$176M +$59.1M +51% 49.9% 205% 84 14.29% 1.9
SCP Investment
3887
SCP Investment
California
$176M +$39.4M +29% 62.8% 32.8% 40 62.5% 0.5
Ethic Inc
3888
Ethic Inc
New York
$176M +$56M +47% 22.7% 130% 290 33.45% 0.3
NWK Group
3889
NWK Group
California
$176M +$58.5M +50% 30.2% 268% 276 48.55% 0.3
West Oak Capital
3890
West Oak Capital
California
$176M +$29.6M +20% 17.1% 110% 354 17.8% 3.7
Butensky & Cohen Financial Security
3891
Butensky & Cohen Financial Security
Florida
$176M +$43M +32% 19.5% 81% 93 9.68% 3.8
Cowen Prime Advisors
3892
Cowen Prime Advisors
New York
$176M +$11.8M +7% 39.4% 116% 243 40.33% 3.5
Delphi Financial Group
3893
Delphi Financial Group
Delaware
$176M -$30.8M -15% 34.8% 66.3% 27 18.52% 1.9
Soleus Capital Management
3894
Soleus Capital Management
Connecticut
$175M +$89.5M +104% 44.7% 508% 76 55.26% 0.2
Carlton Hofferkamp & Jenks Wealth Management
3895
Carlton Hofferkamp & Jenks Wealth Management
Texas
$175M +$12.6M +8% 14.9% 63.9% 105 6.67% 3.7
Souders Financial Advisors
3896
Souders Financial Advisors
Ohio
$175M +$61.5M +54% 17.3% 54.9% 106 20.75% 0.2
Cobalt Capital Management
3897
Cobalt Capital Management
New Jersey
$175M -$17.9M -9% 22.9% 235% 49 81.63% 0.3
Copperwynd Financial
3898
Copperwynd Financial
Arizona
$175M -$36.7M -17% 30.1% 90% 119 36.13% 1.5
Stamos Capital Partners
3899
Stamos Capital Partners
California
$175M -$15.3M -8% 14.5% 36.7% 84 41.67% 0.8
Parisi Gray Wealth Management
3900
Parisi Gray Wealth Management
New Jersey
$174M +$33.2M +23% 21.1% 137% 113 12.39% 1.9