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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
I
5926
IMPACTfolio
Colorado
$126M +$6.45M +5% 4.53% 51.2% 52 34.62%
PWMG
5927
Pioneer Wealth Management Group
Texas
$126M +$13.5M +12% 2.09% 37 16.22%
AGC
5928
Alden Global Capital
Florida
$126M +$95.9M +320% 10.7% 99.8% 23 65.22%
LA
5929
Lane & Associates
New Jersey
$126M +$13.5M +12% 5.64% 101 4.95%
PPWM
5930
Paragon Private Wealth Management
Kentucky
$126M +$7.13M +6% 6.35% 93.9% 134 7.46%
RH
5931
RFG Holdings
Texas
$126M -$55.6K -0% 5.22% 72.3% 18 5.56%
IDBONY
5932
Israel Discount Bank of New York
New York
$126M -$7.53M -6% 4.04% 37.3% 87 5.75%
GF
5933
Gates Foundation
Washington
$126M +$12.4M +11% 13.8% 58.1% 9 0%
BWCS
5934
Beirne Wealth Consulting Services
Connecticut
$125M -$17M -12% 4.42% 75.4% 105 16.19%
FC
5935
Foursixthree Capital
New York
$125M +$89.2M +246% 49.5% 24 54.17%
ACM
5936
Ariose Capital Management
Hong Kong
$125M -$138M -52% 4.06% 1,745% 19 68.42%
CRC
5937
Catawba River Capital
South Carolina
$125M +$15.4M +14% 2.17% 89.5% 23 21.74%
SCM
5938
Sebold Capital Management
Illinois
$125M -$1.38M -1% 4.4% 72 11.11%
4FG
5939
4Thought Financial Group
New York
$125M +$4.46M +4% 3.31% 37.6% 92 10.87%
PAWA
5940
Palo Alto Wealth Advisors
California
$125M +$479K +0.4% 9.37% 108% 43 13.95%
OCMH
5941
Oxbow Capital Management (HK)
Hong Kong
$125M -$143M -53% 36.6% 2,244% 12 83.33%
HKIMG
5942
Hutchens & Kramer Investment Management Group
Indiana
$125M +$9.38M +8% 11.4% 84.6% 132 18.18%
MCM
5943
Mendel Capital Management
Arkansas
$125M +$14.3M +13% 6.91% 94 10.64%
FRA
5944
FFG Retirement Advisors
Colorado
$125M +$8.15M +7% 2.72% 41.1% 37 18.92%
PCM
5945
Presidio Capital Management
California
$125M +$9.57M +8% 3.66% 56.1% 44 11.36%
WA
5946
WESPAC Advisors
California
$125M +$18.5M +17% 2.98% 112% 134 26.12%
TWP
5947
Tower Wealth Partners
Pennsylvania
$125M +$5.04M +4% 5.08% 53.7% 53 13.21%
PAG
5948
Paladin Advisory Group
Iowa
$125M +$4.46M +4% 5.13% 71.9% 270 2.96%
EIM
5949
Ervin Investment Management
Washington
$125M +$10.1M +9% 9.75% 84.3% 37 8.11%
WAM
5950
Werlinich Asset Management
Connecticut
$125M +$10.8M +9% 12.5% 215% 58 8.62%