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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)
Live Oak Investment Partners
6926
Live Oak Investment Partners
Texas
$131M +$2.44M +2% 0.37% – 275 0% 1.7
Horizons Wealth Management
6927
Horizons Wealth Management
North Carolina
$131M +$946K +0.7% 2.47% – 178 6.18% 2.2
MontVue Capital Management
6928
MontVue Capital Management
Virginia
$131M +$866K +0.7% 0.1% 76% 61 13.11% 0.8
Piper Sandler & Co
6929
Piper Sandler & Co
Minnesota
$131M -$17.1M -12% 0.01% 0.05% 30 10% 0.6
Landing Point Financial Group
6930
Landing Point Financial Group
Ohio
$131M – – 0.76% – 69 – 0
FSBI
6931
Fearless Solutions (Best Invest)
Texas
$131M – – 1.61% – 96 – 0
Lewis Asset Management
6932
Lewis Asset Management
California
$131M -$6.07M -4% 5.2% 142% 139 12.95% 0.8
Barnes Pettey Financial Advisors
6933
Barnes Pettey Financial Advisors
Mississippi
$131M +$5.61M +4% 2.72% 79.7% 105 9.52% 2.1
Dean Jacobson Financial Services
6934
Dean Jacobson Financial Services
Texas
$131M -$2.3M -2% 1.94% 59.6% 16 43.75% 2
Morgens Waterfall Vintiadis & Co
6935
Morgens Waterfall Vintiadis & Co
New York
$131M +$1.74M +1% 26.7% 594% 31 51.61% 2.3
South Plains Financial
6936
South Plains Financial
Texas
$131M – – 0.13% – 267 – 0
Marvin & Palmer Associates
6937
Marvin & Palmer Associates
Delaware
$131M +$11.7M +10% 11.5% 392% 42 59.52% 0.4
SCP Investment
6938
SCP Investment
California
$131M -$6.58M -5% 0.96% 32.8% 58 37.93% 1.4
Vestment Financial
6939
Vestment Financial
Minnesota
$131M – – 2.8% – 38 – 0
Dentgroup
6940
Dentgroup
Louisiana
$131M -$2.97M -2% 0.95% 53.6% 83 4.82% 2.1
KAM
6941
Kazazian Asset Management
Florida
$131M – – 13.4% – 61 – 1.2
Travelers Companies
6942
Travelers Companies
Minnesota
$131M +$136K +0.1% 0.39% – 4 75% 0.3
Clark Financial Services Group
6943
Clark Financial Services Group
Missouri
$131M +$20.9M +19% 3.09% 116% 87 18.39% 2.1
WMS
6944
Wealth Management Strategies
Pennsylvania
$131M – – 0.19% – 36 – 0
Pillar Financial Advisors
6945
Pillar Financial Advisors
Kentucky
$131M – – 1.56% – 116 – 0
Paladin Advisory Group
6946
Paladin Advisory Group
Iowa
$131M -$4.97M -4% 0.62% 71.9% 241 4.56% 1.6
Copley Financial Group
6947
Copley Financial Group
California
$131M +$20.5M +19% 2.1% – 220 53.18% 0.2
Broadwater Capital
6948
Broadwater Capital
Massachusetts
$131M -$5.16M -4% 1.62% – 241 4.56% 1
Aegon USA Investment Management
6949
Aegon USA Investment Management
Iowa
$131M -$1.87M -1% 1.32% 44.9% 38 5.26% 2
Samson Rock Capital
6950
Samson Rock Capital
United Kingdom
$130M +$32M +33% 1.51% 166% 10 50% 0.3