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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)
ICMP
7051
Integrated Capital Management (Pennsylvania)
Pennsylvania
$131M +$5.73M +5% 4.43% 39.7% 76 14.47% 2.8
Diamant Asset Management
7052
Diamant Asset Management
Connecticut
$131M -$453K -0.3% 3.26% 66.9% 74 6.76% 5.7
Ipsen Advisor Group
7053
Ipsen Advisor Group
Arkansas
$131M +$15.1M +13% 5.28% – 101 8.91% 1.9
A.D. Beadell Investment Counsel
7054
A.D. Beadell Investment Counsel
Wisconsin
$131M +$11.1M +9% 7.37% 83.3% 94 14.89% 4.7
SR
7055
Summer Road
Florida
$131M +$27.6M +27% 26.2% 130% 27 14.81% 1
Bay Capital Advisors
7056
Bay Capital Advisors
Virginia
$131M +$11.1M +9% 10.3% – 115 7.83% 0.5
SLFPAM
7057
St. Louis Financial Planners Asset Management
Missouri
$131M -$2.64M -2% 11.4% 139% 42 54.76% 0.5
Enhancing Capital
7058
Enhancing Capital
Pennsylvania
$131M +$6.15M +5% 7.93% – 94 5.32% 2.5
Paragon Capital Management (Utah)
7059
Paragon Capital Management (Utah)
Utah
$131M +$7.27M +6% 8.75% 72.3% 72 1.39% 1.4
Ulland Investment Advisors
7060
Ulland Investment Advisors
Minnesota
$131M +$11.4M +10% 17.1% 161% 236 14.41% 2.5
Paladin Advisory Group
7061
Paladin Advisory Group
Iowa
$131M +$5.98M +5% 8.85% 71.9% 262 17.18% 1.8
Greater Midwest Financial Group
7062
Greater Midwest Financial Group
Minnesota
$131M -$12.5M -9% 16.1% 157% 64 29.69% 1
Washington Growth Strategies
7063
Washington Growth Strategies
District of Columbia
$131M +$131M +117,184% 9.15% – 52 19.23% 0.5
Index Venture Life Associates VI
7064
Index Venture Life Associates VI
Jersey
$131M -$12.4M -9% 8.62% – 1 0% 3.5
Gentry Private Wealth
7065
Gentry Private Wealth
Kansas
$131M +$9.26M +8% 8.77% – 91 12.09% 0.4
Mosaic Financial Group
7066
Mosaic Financial Group
Illinois
$131M +$7.69M +6% 8.25% – 120 9.17% 1.1
LF
7067
Lighthouse Financial
Florida
$131M +$14.7M +13% 14.8% – 72 8.33% 0.5
CogentBlue Wealth Advisors
7068
CogentBlue Wealth Advisors
Tennessee
$131M +$16.7M +15% 11.1% – 76 15.79% 0.4
JDH Wealth Management
7069
JDH Wealth Management
California
$131M +$14M +12% 8.4% – 53 18.87% 0.4
Oppenheimer & Close
7070
Oppenheimer & Close
New York
$131M +$9.25M +8% 12.9% 149% 58 22.41% 4.9
Saxony Capital Management
7071
Saxony Capital Management
Missouri
$130M +$16.5M +14% 9.52% 90% 142 23.94% 1
Kagan Cocozza Asset Management
7072
Kagan Cocozza Asset Management
New Jersey
$130M +$8.05M +7% 6.04% – 63 6.35% 0.5
Astra Wealth Partners
7073
Astra Wealth Partners
New Jersey
$130M +$21.3M +20% 10.2% – 91 23.08% 0.4
PS
7074
Pennant Select
New Jersey
$130M +$1.84M +1% 23.2% – 12 8.33% 1.1
Bannerman Wealth Management Group
7075
Bannerman Wealth Management Group
Texas
$130M +$7.87M +6% 8.06% – 36 5.56% 0.5