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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
SCM
6701
Saxony Capital Management
Missouri
$163M +$11.5M +8% 2.48% 187 30.48%
BWM
6702
BCO Wealth Management
New Mexico
$163M +$11.5M +8% 1.78% 41 9.76%
PCP
6703
Panoramic Capital Partners
Oregon
$163M +$7.41M +5% 2.22% 67 19.4%
CRFG
6704
Columbia River Financial Group
Washington
$163M +$786K +0.5% 0.59% 54 1.85%
KCA
6705
Kastel Capital Advisors
Massachusetts
$163M 1.49% 55
EFG
6706
Erickson Financial Group
Pennsylvania
$163M +$3.61M +2% 2.26% 63.3% 26 3.85%
OO
6707
Obsido Oy
$163M +$12.5M +8% 1.98% 20 0%
WAS
6708
Westco Advisory Services
New York
$163M 4.26% 93
LOIP
6709
Live Oak Investment Partners
Texas
$163M +$11.8M +8% 2.28% 96 27.08%
BFP
6710
Brewster Financial Planning
New York
$163M +$3.71M +2% 1.28% 40.8% 27 3.7%
SLFPAM
6711
St. Louis Financial Planners Asset Management
Missouri
$163M +$7.6M +5% 6.38% 136% 52 46.15%
ACM
6712
Arlington Capital Management
Illinois
$163M +$6.08M +4% 6.23% 154% 129 37.21%
CIM
6713
Caldwell Investment Management
Ontario, Canada
$163M +$10.3M +7% 5.06% 178% 35 42.86%
LAM
6714
Lummis Asset Management
Texas
$163M +$10.3M +7% 4% 197 24.87%
ECM
6715
English Capital Management
Michigan
$163M +$7.8M +5% 7.31% 36 2.78%
ZRP
6716
Zynergy Retirement Planning
New Jersey
$163M +$3.97M +3% 0.8% 29 10.34%
PFP
6717
Paragon Financial Partners
California
$163M +$4.13M +3% 1.59% 80.6% 77 9.09%
EV
6718
EJMK Ventures
Illinois
$162M 2.83% 175
S
6719
Steadtrust
Texas
$162M +$14.8M +10% 12.2% 132 18.94%
GC
6720
Gould Capital
Washington
$162M +$724K +0.4% 2.52% 52% 219 10.96%
WG
6721
Warner Group
Connecticut
$162M +$17M +12% 2.76% 78 28.21%
DWM
6722
DecisionMap Wealth Management
Virginia
$162M +$6.25M +4% 1.05% 139 10.79%
DF
6723
Downshift Financial
Colorado
$162M 1.99% 68
AI
6724
Axecap Investments
Ohio
$162M +$286K +0.2% 5.02% 102 47.06%
SR
6725
Syntax Research
Florida
$162M +$6.56M +4% 3.7% 181 8.84%