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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
JWM
6976
JDH Wealth Management
California
$131M +$14M +12% 8.4% 53 18.87%
OC
6977
Oppenheimer & Close
New York
$131M +$9.25M +8% 12.9% 145% 58 22.41%
SCM
6978
Saxony Capital Management
Missouri
$130M +$16.5M +14% 9.52% 142 23.94%
KCAM
6979
Kagan Cocozza Asset Management
New Jersey
$130M +$8.05M +7% 6.04% 63 6.35%
AWP
6980
Astra Wealth Partners
New Jersey
$130M +$21.3M +20% 10.2% 91 23.08%
PS
6981
Pennant Select
New Jersey
$130M +$1.84M +1% 23.2% 12 8.33%
BWMG
6982
Bannerman Wealth Management Group
Texas
$130M +$7.87M +6% 8.06% 36 5.56%
OCA
6983
OEP Capital Advisors
New York
$130M -$19.5M -13% 13% 16.9% 1 0%
TCM
6984
Tassel Capital Management
North Carolina
$130M +$15.9M +14% 8.53% 38 13.16%
LOIP
6985
Live Oak Investment Partners
Texas
$130M +$3.42M +3% 7.31% 93 21.51%
LFS
6986
Leibman Financial Services
Nebraska
$130M +$1.43M +1% 12% 58 24.14%
BAWM
6987
Bennett Associates Wealth Management
Pennsylvania
$130M +$8.73M +7% 6.73% 53 28.3%
IIA
6988
Integrity Investment Advisors
Colorado
$130M +$20.6M +19% 9.9% 52 15.38%
ECP
6989
Elwood Capital Partners
New York
$130M +$14.3M +12% 12.6% 23 8.7%
HCM
6990
Helios Capital Management
Singapore
$130M +$72.8M +127% 16% 34 26.47%
BGI
6991
B Group Inc
Texas
$130M +$13.2M +11% 12.2% 20 20%
DCI
6992
Data Collective IV
California
$130M +$43M +49% 75.4% 251% 5 0%
RSF
6993
Rik Saylor Financial
Ohio
$130M +$16.4M +14% 7.5% 83 6.02%
CCM
6994
Clearfield Capital Management
New York
$130M +$53.6M +70% 39.2% 177% 15 80%
GCWM
6995
Guided Capital Wealth Management
Texas
$130M +$10.1M +8% 13.8% 35 2.86%
PSC
6996
Piper Sandler & Co
Minnesota
$130M -$3.26M -2% 0% 0.09% 23 13.04%
CC
6997
Colrain Capital
Massachusetts
$130M +$12.6M +11% 12.1% 24 4.17%
BF
6998
bLong Financial
Tennessee
$130M +$16.9M +15% 17.2% 84 14.29%
CFGW
6999
Chancellor Financial Group WB
Pennsylvania
$129M +$8.37M +7% 9.37% 141 9.93%
CF
7000
Cyr Financial
Illinois
$129M +$17.6M +16% 7.23% 59 16.95%