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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 Avg Holding
Period (Yrs)
Paragon Financial Partners
6501
Paragon Financial Partners
California
$137M +$8.19M +6% 6.6% 90.6% 85 3.53% 2.3
Amitell Capital
6502
Amitell Capital
Singapore
$137M +$16.1M +13% 9.44% 196% 50 40% 1
Shorepath Capital Management
6503
Shorepath Capital Management
Utah
$137M +$6.6M +5% 4.55% – 23 4.35% 0.7
Longview Financial Advisors
6504
Longview Financial Advisors
Alabama
$136M +$4.99M +4% 4.23% 47.4% 48 12.5% 0.7
CIG
6505
Cascade Investment Group
Colorado
$136M +$8.3M +6% 6.98% 93.2% 135 8.89% 1.4
13D Management
6506
13D Management
New York
$136M -$666K -0.5% 12.6% 157% 24 20.83% 1.6
Pacific Financial Group
6507
Pacific Financial Group
Washington
$136M -$4.76M -3% 5.95% 61.1% 59 10.17% 6.7
Cottonwood Capital Advisors
6508
Cottonwood Capital Advisors
Utah
$136M +$8.26M +6% 6.28% 79% 124 12.9% 1.9
BCM
6509
Beaumont Capital Management
Massachusetts
$136M +$8.29M +6% 7.27% 45.4% 60 40% 1.1
Campion Asset Management
6510
Campion Asset Management
Virginia
$136M +$8.99M +7% 8.94% 70.2% 96 5.21% 2.9
M3 Advisory Group
6511
M3 Advisory Group
Massachusetts
$136M +$14.7M +12% 5.3% – 156 19.23% 0.6
Patrick M. Sweeney & Associates
6512
Patrick M. Sweeney & Associates
Illinois
$136M +$12.4M +10% 6.48% 90.4% 151 7.95% 0.7
Gerber LLC
6513
Gerber LLC
Ohio
$136M +$8.94M +7% 8.65% 137% 97 6.19% 0.7
Brightwater Advisory
6514
Brightwater Advisory
Florida
$136M +$6.42M +5% 7.01% – 62 3.23% 0.6
Newport Capital Group
6515
Newport Capital Group
New Jersey
$136M +$9.38M +7% 5.84% – 58 18.97% 0.9
Broadwater Capital
6516
Broadwater Capital
Massachusetts
$136M +$5.97M +5% 7.15% – 239 0.84% 0.7
Basepoint Wealth
6517
Basepoint Wealth
Iowa
$136M +$8.94M +7% 9.94% 113% 117 10.26% 2
Charter Research & Investment Group
6518
Charter Research & Investment Group
Connecticut
$136M +$8.67M +7% 7.96% 82.3% 85 5.88% 6.6
Paragon Capital Management (Utah)
6519
Paragon Capital Management (Utah)
Utah
$136M +$4.49M +3% 4.95% 72.3% 82 36.59% 1.3
Paladin Advisory Group
6520
Paladin Advisory Group
Iowa
$136M +$7.29M +6% 5.74% 71.9% 236 5.08% 1.4
MIM
6521
Meixler Investment Management
Arizona
$136M +$4.92M +4% 6.37% 66.2% 120 20.83% 1.6
Thompson Davis & Co
6522
Thompson Davis & Co
Virginia
$135M +$20.1M +17% 16.1% 188% 138 26.09% 2.3
Vienna Asset Management
6523
Vienna Asset Management
California
$135M +$14.6M +12% 5.59% – 56 39.29% 1.1
SeaTown Holdings
6524
SeaTown Holdings
Singapore
$135M -$2.7M -2% 8.82% 220% 16 31.25% 1.6
Emergent Wealth Advisors
6525
Emergent Wealth Advisors
New York
$135M +$10.9M +9% 6.31% 74.2% 120 19.17% 0.6