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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)
OEP Capital Advisors
7076
OEP Capital Advisors
New York
$130M -$19.5M -13% 13% 23.2% 1 0% 4.5
Tassel Capital Management
7077
Tassel Capital Management
North Carolina
$130M +$15.9M +14% 8.53% – 38 13.16% 0.5
Live Oak Investment Partners
7078
Live Oak Investment Partners
Texas
$130M +$3.42M +3% 7.31% – 93 21.51% 2
Leibman Financial Services
7079
Leibman Financial Services
Nebraska
$130M +$1.43M +1% 12% 59.2% 58 24.14% 1.1
BAWM
7080
Bennett Associates Wealth Management
Pennsylvania
$130M +$8.73M +7% 6.73% 51% 53 28.3% 0.9
Integrity Investment Advisors
7081
Integrity Investment Advisors
Colorado
$130M +$20.6M +19% 9.9% – 52 15.38% 0.2
ECP
7082
Elwood Capital Partners
New York
$130M +$14.3M +12% 12.6% – 23 8.7% 0.5
HCM
7083
Helios Capital Management
Singapore
$130M +$72.8M +127% 16% 124% 34 26.47% 2
BGI
7084
B Group Inc
Texas
$130M +$13.2M +11% 12.2% – 20 20% 0.5
Data Collective IV
7085
Data Collective IV
California
$130M +$43M +49% 75.4% 317% 5 0% 3.3
Rik Saylor Financial
7086
Rik Saylor Financial
Ohio
$130M +$16.4M +14% 7.5% – 83 6.02% 0.5
Clearfield Capital Management
7087
Clearfield Capital Management
New York
$130M +$53.6M +70% 39.2% 421% 15 80% 0.4
Guided Capital Wealth Management
7088
Guided Capital Wealth Management
Texas
$130M +$10.1M +8% 13.8% – 35 2.86% 0.4
Piper Sandler & Co
7089
Piper Sandler & Co
Minnesota
$130M -$3.26M -2% 0% 0.04% 23 13.04% 0.8
Colrain Capital
7090
Colrain Capital
Massachusetts
$130M +$12.6M +11% 12.1% – 24 4.17% 6.9
bLong Financial
7091
bLong Financial
Tennessee
$130M +$16.9M +15% 17.2% – 84 14.29% 0.4
Chancellor Financial Group WB
7092
Chancellor Financial Group WB
Pennsylvania
$129M +$8.37M +7% 9.37% – 141 9.93% 0.5
Cyr Financial
7093
Cyr Financial
Illinois
$129M +$17.6M +16% 7.23% – 59 16.95% 0.7
LI
7094
Latash Investments
Alaska
$129M +$8.26M +7% 11.4% 110% 18 5.56% 4.3
Basepoint Wealth
7095
Basepoint Wealth
Iowa
$129M +$1.58M +1% 6.06% 113% 111 13.51% 2.6
Littlejohn Financial Services
7096
Littlejohn Financial Services
Oregon
$129M +$2.84M +2% 6.4% – 71 29.58% 0.4
Dean Jacobson Financial Services
7097
Dean Jacobson Financial Services
Texas
$129M -$714K -0.5% 6.01% 55.7% 16 37.5% 1.2
Gladwyn Financial Advisors
7098
Gladwyn Financial Advisors
Virginia
$129M – – 6.51% – 82 – 0
IMG Wealth Management
7099
IMG Wealth Management
Florida
$129M +$17.7M +16% 8.76% – 517 50.1% 0.3
Magnolia Private Wealth
7100
Magnolia Private Wealth
Pennsylvania
$129M +$7.57M +6% 6.92% – 118 19.49% 0.4