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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)
Paradigm Asset Management
3976
Paradigm Asset Management
New York
$433M -$2.09M -0.5% 2.53% 79.2% 534 13.86% 3.1
DI
3977
DAGCO Inc
Ohio
$433M +$35.3M +9% 2.98% 75% 389 9.25% 1.3
Paulson Wealth Management
3978
Paulson Wealth Management
Illinois
$433M +$9.9M +2% 2.11% 62.6% 140 5.71% 3.8
Platinum Investment Management
3979
Platinum Investment Management
Australia
$433M -$1.11B -72% 20.2% 190% 142 28.17% 2.4
Stewardship Advisors
3980
Stewardship Advisors
Pennsylvania
$433M +$9.9M +2% 1.82% 46.1% 166 9.64% 1.7
LCM
3981
Lionstone Capital Management
New York
$433M +$4.76M +1% 6.29% 74.1% 12 0% 4.9
Heirloom Wealth Management
3982
Heirloom Wealth Management
Colorado
$433M +$18.7M +5% 2.2% 81.8% 47 17.02% 2.5
Bayview Asset Management
3983
Bayview Asset Management
Florida
$433M +$23.3M +6% 4.54% 55.4% 98 52.04% 0.4
Monetary Management Group
3984
Monetary Management Group
Missouri
$432M -$3.05M -0.7% 4.46% 138% 336 7.44% 7.6
CWM
3985
Cordatus Wealth Management
Pennsylvania
$432M +$8.33M +2% 3.19% 108% 170 10.59% 1.5
Hunter Perkins Capital Management
3986
Hunter Perkins Capital Management
Illinois
$432M -$18.7M -4% 5.16% 58% 122 10.66% 2.5
NetEase Inc
3987
NetEase Inc
China
$432M -$66.4M -13% 13.2% 464% 2 0% 2
All Terrain Financial Advisors
3988
All Terrain Financial Advisors
Minnesota
$432M +$32.8M +8% 1.83% 71.1% 144 15.97% 3.7
Rosenblum Silverman Sutton
3989
Rosenblum Silverman Sutton
California
$432M -$5.77M -1% 0.12% 90.1% 82 7.32% 6
AIM
3990
Aigen Investment Management
New York
$432M -$214M -33% 0.5% 55.5% 1,042 73.9% 0.3
Ipswich Investment Management
3991
Ipswich Investment Management
Massachusetts
$432M +$3.69M +0.9% 4.04% 104% 192 7.29% 6.3
Beacon Financial Advisory
3992
Beacon Financial Advisory
Ohio
$432M -$25.8K -0% 1.98% 76.8% 411 16.55% 2.5
Guidance Point Advisors
3993
Guidance Point Advisors
Massachusetts
$431M +$16.7M +4% 1.62% 71.8% 100 8% 3.9
Militia Capital Partners
3994
Militia Capital Partners
Nevada
$431M +$27.3M +7% 4.58% – 282 50% 0.4
Frontier Asset Management
3995
Frontier Asset Management
Wyoming
$431M +$30.9M +8% 2.07% 57.1% 94 23.4% 1.8
Inlet Private Wealth
3996
Inlet Private Wealth
Florida
$431M -$12M -3% 3.5% 111% 140 11.43% 4.5
Clear Trail Advisors
3997
Clear Trail Advisors
Texas
$431M – – 0.83% – 126 – 0
PTB
3998
Pioneer Trust Bank
Oregon
$431M +$4.12M +1% 3.6% 61.4% 79 5.06% 8.3
Catalyst Funds Management
3999
Catalyst Funds Management
Australia
$431M -$231M -35% 9.36% – 598 64.72% 0.3
American Investment Services
4000
American Investment Services
Massachusetts
$431M +$14.7M +4% 3.62% 63.1% 140 12.14% 6.4