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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
LAM
5026
L2 Asset Management
Massachusetts
$161M +$15.3M +10% 13.3% 128% 138 18.84%
HWM
5027
Heirloom Wealth Management
Colorado
$161M 9.74% 70.6% 49
PCMK
5028
Paragon Capital Management (Kansas)
Kansas
$160M +$5.61M +4% 8.31% 87.5% 58 17.24%
SWM
5029
Silverlake Wealth Management
Vermont
$160M +$12.7M +9% 10.4% 64.5% 226 14.6%
VW
5030
Vance Wealth
California
$160M +$30.2M +23% 8.75% 66.4% 81 28.4%
BFS
5031
Bickling Financial Services
Massachusetts
$160M +$11.8M +8% 8.02% 124 10.48%
OCP
5032
OCO Capital Partners
New York
$160M +$18.1M +13% 20% 679% 4 0%
CB
5033
CNB Bank
Pennsylvania
$160M +$12.2M +8% 9.41% 91.6% 491 11.2%
IPW
5034
Intergy Private Wealth
Colorado
$160M +$19M +13% 6.9% 67.6% 71 22.54%
OWIM
5035
Old West Investment Management
California
$160M +$18.7M +13% 8.68% 242% 43 6.98%
DR
5036
Davis Rea
Ontario, Canada
$160M +$4.13M +3% 3.02% 45.7% 45 20%
FC
5037
Financial Council
Maryland
$160M +$73.1M +84% 6.66% 80% 73 24.66%
MS
5038
Marshall & Sullivan
Washington
$159M +$14.8M +10% 9.42% 82% 96 61.46%
MMHP
5039
Murphy Middleton Hinkle & Parker
Georgia
$159M +$15.5M +11% 11.5% 61.7% 135 7.41%
AFS
5040
Axiom Financial Strategies
Indiana
$159M -$28.8M -15% 4.97% 54.5% 75 53.33%
AGAM
5041
Avalon Global Asset Management
California
$159M -$59.5M -27% 1.91% 278% 35 40%
AC
5042
Addison Capital
Pennsylvania
$159M -$2.55M -2% 5.42% 59.7% 131 9.92%
SCA
5043
St. Clair Advisors
Ohio
$159M +$34M +27% 8.35% 64% 63 39.68%
ARIS
5044
Advanced Research Investment Solutions
California
$159M -$2.86M -2% 8.08% 13.1% 166 87.35%
CWM
5045
Castle Wealth Management
Florida
$159M -$5.83M -4% 7.79% 53.6% 730 84.79%
DLHL
5046
Donald L. Hagan LLC
Florida
$159M +$18M +13% 7.77% 47.9% 98 25.51%
DP
5047
Divergent Planning
Maryland
$159M +$23.1M +17% 6.74% 43.3% 24 33.33%
GAAM
5048
Guinness Atkinson Asset Management
California
$159M +$2.18M +1% 9.77% 132% 104 0.96%
YRHAM
5049
Yong Rong (HK) Asset Management
Hong Kong
$159M +$128M +409% 30.3% 2,310% 17 70.59%
PFCS
5050
Pale Fire Capital SE
Czech Republic
$159M 17.4% 223% 9