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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
PCMU
7051
Paragon Capital Management (Utah)
Utah
$131M +$7.27M +6% 8.75% 69.4% 72 1.39%
UIA
7052
Ulland Investment Advisors
Minnesota
$131M +$11.4M +10% 17.1% 154% 236 14.41%
PAG
7053
Paladin Advisory Group
Iowa
$131M +$5.98M +5% 8.85% 71.9% 262 17.18%
GMFG
7054
Greater Midwest Financial Group
Minnesota
$131M -$12.5M -9% 16.1% 64 29.69%
WGS
7055
Washington Growth Strategies
District of Columbia
$131M +$131M +117,184% 9.15% 52 19.23%
IVLAV
7056
Index Venture Life Associates VI
Jersey
$131M -$12.4M -9% 8.62% 1 0%
GPW
7057
Gentry Private Wealth
Kansas
$131M +$9.26M +8% 8.77% 91 12.09%
MFG
7058
Mosaic Financial Group
Illinois
$131M +$7.69M +6% 8.25% 120 9.17%
LF
7059
Lighthouse Financial
Florida
$131M +$14.7M +13% 14.8% 72 8.33%
CWA
7060
CogentBlue Wealth Advisors
Tennessee
$131M +$16.7M +15% 11.1% 76 15.79%
JWM
7061
JDH Wealth Management
California
$131M +$14M +12% 8.4% 53 18.87%
OC
7062
Oppenheimer & Close
New York
$131M +$9.25M +8% 12.9% 149% 58 22.41%
SCM
7063
Saxony Capital Management
Missouri
$130M +$16.5M +14% 9.52% 142 23.94%
KCAM
7064
Kagan Cocozza Asset Management
New Jersey
$130M +$8.05M +7% 6.04% 63 6.35%
AWP
7065
Astra Wealth Partners
New Jersey
$130M +$21.3M +20% 10.2% 91 23.08%
PS
7066
Pennant Select
New Jersey
$130M +$1.84M +1% 23.2% 12 8.33%
BWMG
7067
Bannerman Wealth Management Group
Texas
$130M +$7.87M +6% 8.06% 36 5.56%
OCA
7068
OEP Capital Advisors
New York
$130M -$19.5M -13% 13% 23.2% 1 0%
TCM
7069
Tassel Capital Management
North Carolina
$130M +$15.9M +14% 8.53% 38 13.16%
LOIP
7070
Live Oak Investment Partners
Texas
$130M +$3.42M +3% 7.31% 93 21.51%
LFS
7071
Leibman Financial Services
Nebraska
$130M +$1.43M +1% 12% 58 24.14%
BAWM
7072
Bennett Associates Wealth Management
Pennsylvania
$130M +$8.73M +7% 6.73% 53 28.3%
IIA
7073
Integrity Investment Advisors
Colorado
$130M +$20.6M +19% 9.9% 52 15.38%
ECP
7074
Elwood Capital Partners
New York
$130M +$14.3M +12% 12.6% 23 8.7%
HCM
7075
Helios Capital Management
Singapore
$130M +$72.8M +127% 16% 34 26.47%