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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
PCMU
6326
Paragon Capital Management (Utah)
Utah
$131M -$2.49M -2% 1.31% 69.4% 81 32.1%
SWM
6327
StoneCrest Wealth Management
Arizona
$131M +$15.4M +13% 8.59% 60 20%
HM
6328
Harvest Management
New York
$131M -$17.3M -12% 6.21% 609% 70 71.43%
ACM
6329
Ariose Capital Management
Hong Kong
$131M -$58.9M -31% 5.82% 1,745% 18 61.11%
AMAL
6330
Asset Management Advisors LLC
Oklahoma
$131M +$2.21M +2% 0.27% 124% 18 16.67%
EFP
6331
Envision Financial Planning
Tennessee
$131M +$7.06M +6% 0.02% 31 6.45%
MC
6332
Muzinich & Co
New York
$131M -$19.5M -13% 1.57% 9.67% 70 48.57%
LAM
6333
Lewis Asset Management
California
$131M +$9.46M +8% 7.88% 121 6.61%
OS
6334
Objectivity Squared
South Carolina
$131M +$17M +15% 0.64% 50 10%
GWMI
6335
Guardian Wealth Management (Illinois)
Illinois
$131M +$975K +0.8% 0.45% 103% 256 11.33%
WWC
6336
Waypoint Wealth Counsel
Georgia
$131M +$993K +0.8% 3.95% 79.8% 98 11.22%
MLRA
6337
Main Line Retirement Advisors
Montana
$131M +$3.45M +3% 0.48% 36 2.78%
ZRP
6338
Zynergy Retirement Planning
New Jersey
$131M 0.27% 125
MIM
6339
Meixler Investment Management
Arizona
$131M -$3.27M -2% 0.39% 72.1% 114 6.14%
AIFAIM
6340
American Institute for Advanced Investment Management
Arizona
$131M +$4.11M +3% 2.47% 72.8% 134 5.22%
1IA
6341
1620 Investment Advisors
Massachusetts
$131M +$31M +31% 0.61% 68.9% 597 75.88%
WBCM
6342
Wilson & Boucher Capital Management
California
$131M +$3.58M +3% 2.51% 53.4% 112 4.46%
AG
6343
Alibaba Group
Hong Kong
$130M -$23.9M -15% 10.5% 4.38% 6 16.67%
JKSF
6344
John & Kathleen Schreiber Foundation
Illinois
$130M -$29.6M -19% 5.83% 36.3% 3 0%
HP
6345
Holistic Planning
Texas
$130M -$889K -0.7% 2.03% 118 0.85%
TFG
6346
Taylor Financial Group
Virginia
$130M -$1.21M -0.9% 0.16% 97 8.25%
BFM
6347
Blacksheep Fund Management
Ireland
$130M -$18.7M -13% 1.01% 81.6% 4 0%
PBPIA
6348
Pivotal bioVenture Partners Investment Advisor
California
$130M -$25.5M -16% 4.2% 731% 11 9.09%
BFA
6349
Brown Financial Advisory
Alabama
$130M +$1.36M +1% 1.55% 50.3% 34 11.76%
PFS
6350
Prospect Financial Services
New York
$130M +$8.9M +7% 6.07% 80 15%