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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
PWM
4601
Paulson Wealth Management
Illinois
$172M +$16.8M +11% 12.6% 57.1% 97 28.87%
AFA
4602
Abacus FCF Advisors
Florida
$172M -$14.4M -8% 17.3% 197% 98 22.45%
DMBA
4603
Deseret Mutual Benefit Administrators
Utah
$172M +$24.9M +17% 10.3% 75.5% 6 50%
BA
4604
Bennicas & Associates
California
$172M +$10.6M +7% 5.81% 40.3% 105 16.19%
OIS
4605
Okabena Investment Services
Minnesota
$171M +$40.8M +31% 15.8% 72.4% 86 24.42%
ACM
4606
Aquamarine Capital Management
New York
$171M +$19.8M +13% 19% 23% 13 7.69%
SM
4607
Saya Management
New York
$171M -$27.9M -14% 20.5% 34.8% 16 56.25%
GCM
4608
Gables Capital Management
Florida
$171M +$16.4M +11% 13.5% 151% 374 4.81%
SCM
4609
Seascape Capital Management
New Hampshire
$171M +$13.8M +9% 8.85% 111% 88 25%
CCA
4610
Childress Capital Advisors
Texas
$171M 17.9% 101% 1,081
MCP
4611
Martin Capital Partners
Oregon
$171M +$21.6M +14% 11.7% 35.2% 69 11.59%
WIA
4612
Westbourne Investment Advisors
Maryland
$171M +$83.9M +96% 20.6% 89.4% 81 41.98%
RPCA
4613
Running Point Capital Advisors
California
$171M 9.59% 52.1% 126
ISSM
4614
Invesco Senior Secured Management
New York
$171M +$54.9M +47% 43.2% 18.1% 21 33.33%
IIM
4615
Ironwood Investment Management
Massachusetts
$171M +$30.9M +22% 29.9% 164% 171 9.36%
SWIG
4616
Strategic Wealth Investment Group
Kentucky
$171M +$37.8M +28% 11.3% 92 18.48%
TWM
4617
TriaGen Wealth Management
California
$171M 14.8% 113% 171
BWLSA
4618
Blue Water Life Science Advisors
California
$170M 45% 503% 21
IOOF
4619
Independent Order of Foresters
Ontario, Canada
$170M +$22.3M +15% 15.2% 66.3% 12 0%
SRC
4620
Samson Rock Capital
United Kingdom
$170M 22.1% 156% 15
SCI
4621
Stableford Capital II
Arizona
$170M +$23.3M +16% 12.8% 59.3% 113 46.02%
DLG
4622
Daniel L. Goodwin
$170M +$27.3M +19% 28.7% 72.6% 103 19.42%
NFP
4623
Novak Financial Planning
Maryland
$170M 11.1% 112
I2I
4624
Insight 2811 Inc
Illinois
$170M +$9.27M +6% 4.83% 30.8% 85 32.94%
AICPI
4625
ABG Innovation Capital Partners III
Hong Kong
$170M 50.1% 5.56% 7