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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
LOIP
6901
Live Oak Investment Partners
Texas
$163M +$11.8M +8% 2.28% 96 27.08%
BFP
6902
Brewster Financial Planning
New York
$163M +$3.71M +2% 1.28% 40.8% 27 3.7%
SLFPAM
6903
St. Louis Financial Planners Asset Management
Missouri
$163M +$7.6M +5% 6.38% 136% 52 46.15%
ACM
6904
Arlington Capital Management
Illinois
$163M +$6.08M +4% 6.23% 154% 129 37.21%
CIM
6905
Caldwell Investment Management
Ontario, Canada
$163M +$10.3M +7% 5.06% 162% 35 42.86%
LAM
6906
Lummis Asset Management
Texas
$163M +$10.3M +7% 4% 197 24.87%
ECM
6907
English Capital Management
Michigan
$163M +$7.8M +5% 7.31% 36 2.78%
ZRP
6908
Zynergy Retirement Planning
New Jersey
$163M +$3.97M +3% 0.8% 29 10.34%
PFP
6909
Paragon Financial Partners
California
$163M +$4.13M +3% 1.59% 90.6% 77 9.09%
EV
6910
EJMK Ventures
Illinois
$162M 2.83% 175
S
6911
Steadtrust
Texas
$162M +$14.8M +10% 12.2% 132 18.94%
LW
6912
Livet Wealth
Utah
$162M 0.76% 116
GC
6913
Gould Capital
Washington
$162M +$724K +0.4% 2.52% 60.1% 219 10.96%
WG
6914
Warner Group
Connecticut
$162M +$17M +12% 2.76% 78 28.21%
DWM
6915
DecisionMap Wealth Management
Virginia
$162M +$6.25M +4% 1.05% 139 10.79%
DF
6916
Downshift Financial
Colorado
$162M 1.99% 68
AI
6917
Axecap Investments
Ohio
$162M +$286K +0.2% 5.02% 102 47.06%
SR
6918
Syntax Research
Florida
$162M +$6.56M +4% 3.7% 42.9% 181 8.84%
DSCM
6919
Del-Sette Capital Management
New York
$162M +$1.19M +0.7% 2.5% 108% 61 22.95%
OPF
6920
Old Peak Finance
North Carolina
$162M 2.48% 87
NWM
6921
Navigoe Wealth Management
California
$162M +$5.38M +3% 3.7% 276 5.43%
BBA
6922
Braun-Bostich & Associates
Pennsylvania
$162M +$3.27M +2% 2.13% 59.5% 132 12.12%
NAM
6923
NewGen Asset Management
Ontario, Canada
$162M -$212M -57% 21.7% 402% 40 72.5%
TT
6924
TI-Trust
Illinois
$162M +$3.08M +2% 3.02% 85.8% 132 3.79%
FH
6925
Financial Harvest
Florida
$162M +$13.6M +9% 2.88% 62 6.45%