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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
PPWM
4651
Paragon Private Wealth Management
Kentucky
$320M -$6.21M -2% 2.27% 93.9% 227 7.05%
OPW
4652
Oxler Private Wealth
New York
$319M -$25.9M -8% 6.32% 92.6% 92 2.17%
FPWM
4653
FSB Premier Wealth Management
Iowa
$319M +$4.01M +1% 0.02% 53.9% 256 9.38%
SAM
4654
Sagewood Asset Management
New York
$319M +$37.6M +13% 0.32% 381 42.26%
BWS
4655
BCR Wealth Strategies
Alabama
$319M +$17.5M +6% 0.33% 42.2% 39 12.82%
SA
4656
SAM Advisors
California
$319M +$2.97M +0.9% 2.07% 57.5% 48 10.42%
JWM
4657
Jeppson Wealth Management
California
$319M +$3.15M +1% 3.52% 91.6% 245 12.24%
SLP
4658
Storen Legacy Partners
Indiana
$319M +$223K +0.1% 2.18% 108 34.26%
APW
4659
Acima Private Wealth
Virginia
$319M -$3.6M -1% 0.39% 45.2% 180 3.89%
SFCM
4660
Seven Fleet Capital Management
California
$318M +$170M +115% 21.7% 144 61.11%
HLCM
4661
Hi-Line Capital Management
South Dakota
$318M +$17.7M +6% 2.37% 57.5% 41 31.71%
EFN
4662
Equita Financial Network
Pennsylvania
$318M -$13.8M -4% 0.03% 46.4% 102 21.57%
PA
4663
PFW Advisors
Georgia
$318M -$13.2M -4% 0.23% 131 17.56%
AI
4664
Auour Investments
Massachusetts
$318M +$3.63M +1% 0.57% 35.5% 94 8.51%
CC
4665
Carlson Capital
Texas
$318M +$35.8M +13% 1.37% 67.9% 103 62.14%
RF
4666
Robinswood Financial
Washington
$318M +$5.22M +2% 0.13% 38.8% 447 12.98%
ACA
4667
Ascension Capital Advisors
Texas
$318M +$26.3M +9% 2.65% 59.3% 86 52.33%
WIS
4668
Wright Investors Service
Connecticut
$318M -$15.4M -5% 0.26% 146% 165 21.21%
GPW
4669
Genesis Private Wealth
Virginia
$318M -$4.56M -1% 0.24% 198 17.17%
SPG
4670
Snow Phipps Group
New York
$318M -$33.1M -9% 8.95% 89.2% 2 0%
TM
4671
TigerOak Management
New Mexico
$317M -$10.4M -3% 2.97% 130 9.23%
NAH
4672
Neumann Advisory (HK)
Hong Kong
$317M -$60.4M -16% 15.6% 88.4% 7 14.29%
OFW
4673
Omnia Family Wealth
Florida
$317M -$21.3M -6% 0.8% 80.6% 110 25.45%
GWP
4674
Gen-Wealth Partners
Michigan
$317M +$5.39M +2% 0.36% 750 11.2%
CPW
4675
Crestmont Private Wealth
Texas
$317M +$9.6M +3% 0.42% 54.8% 108 14.81%