We are live on ! Find out more

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)
ADBIC
7051
A.D. Beadell Investment Counsel
Wisconsin
$131M +$11.1M +9% 7.37% 83.3% 94 14.89% 4.7
SR
7052
Summer Road
Florida
$131M +$27.6M +27% 26.2% 130% 27 14.81% 1
BCA
7053
Bay Capital Advisors
Virginia
$131M +$11.1M +9% 10.3% – 115 7.83% 0.5
SLFPAM
7054
St. Louis Financial Planners Asset Management
Missouri
$131M -$2.64M -2% 11.4% 136% 42 54.76% 0.5
EC
7055
Enhancing Capital
Pennsylvania
$131M +$6.15M +5% 7.93% – 94 5.32% 2.5
PCMU
7056
Paragon Capital Management (Utah)
Utah
$131M +$7.27M +6% 8.75% 72.3% 72 1.39% 1.4
UIA
7057
Ulland Investment Advisors
Minnesota
$131M +$11.4M +10% 17.1% 161% 236 14.41% 2.5
PAG
7058
Paladin Advisory Group
Iowa
$131M +$5.98M +5% 8.85% 71.9% 262 17.18% 1.8
GMFG
7059
Greater Midwest Financial Group
Minnesota
$131M -$12.5M -9% 16.1% 157% 64 29.69% 1
WGS
7060
Washington Growth Strategies
District of Columbia
$131M +$131M +117,184% 9.15% – 52 19.23% 0.5
IVLAV
7061
Index Venture Life Associates VI
Jersey
$131M -$12.4M -9% 8.62% – 1 0% 3.5
GPW
7062
Gentry Private Wealth
Kansas
$131M +$9.26M +8% 8.77% – 91 12.09% 0.4
MFG
7063
Mosaic Financial Group
Illinois
$131M +$7.69M +6% 8.25% – 120 9.17% 1.1
LF
7064
Lighthouse Financial
Florida
$131M +$14.7M +13% 14.8% – 72 8.33% 0.5
CWA
7065
CogentBlue Wealth Advisors
Tennessee
$131M +$16.7M +15% 11.1% – 76 15.79% 0.4
JWM
7066
JDH Wealth Management
California
$131M +$14M +12% 8.4% – 53 18.87% 0.4
OC
7067
Oppenheimer & Close
New York
$131M +$9.25M +8% 12.9% 149% 58 22.41% 4.9
SCM
7068
Saxony Capital Management
Missouri
$130M +$16.5M +14% 9.52% 90% 142 23.94% 1
KCAM
7069
Kagan Cocozza Asset Management
New Jersey
$130M +$8.05M +7% 6.04% – 63 6.35% 0.5
AWP
7070
Astra Wealth Partners
New Jersey
$130M +$21.3M +20% 10.2% – 91 23.08% 0.4
PS
7071
Pennant Select
New Jersey
$130M +$1.84M +1% 23.2% – 12 8.33% 1.1
BWMG
7072
Bannerman Wealth Management Group
Texas
$130M +$7.87M +6% 8.06% – 36 5.56% 0.5
OCA
7073
OEP Capital Advisors
New York
$130M -$19.5M -13% 13% 23.2% 1 0% 4.5
TCM
7074
Tassel Capital Management
North Carolina
$130M +$15.9M +14% 8.53% – 38 13.16% 0.5
LOIP
7075
Live Oak Investment Partners
Texas
$130M +$3.42M +3% 7.31% – 93 21.51% 2