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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)
Paragon Capital Management (Utah)
7176
Paragon Capital Management (Utah)
Utah
$134M +$2.57M +2% 5.07% 72.3% 72 1.39% 1.6
Avantra Family Wealth
7177
Avantra Family Wealth
Pennsylvania
$134M +$12.6M +10% 8.73% – 177 35.03% 0.5
Axos Invest
7178
Axos Invest
Nevada
$134M +$1.05M +0.8% 5.8% – 25 24% 0.9
TF
7179
TME Financial
California
$133M +$9.8M +8% 5.61% – 76 3.95% 0.7
UP Strategic Wealth Investment Advisors
7180
UP Strategic Wealth Investment Advisors
Pennsylvania
$133M +$5.19M +4% 8.6% – 100 18% 1.2
AC
7181
Anson Capital
Georgia
$133M +$9.26M +7% 5.87% 50.5% 83 9.64% 1.9
Black Cypress Capital Management
7182
Black Cypress Capital Management
Florida
$133M +$11M +9% 8.67% – 32 12.5% 1.2
Rolek Wealth Management
7183
Rolek Wealth Management
Pennsylvania
$133M +$17.6M +15% 8.65% – 16 0% 0.6
Barington Capital Group
7184
Barington Capital Group
New York
$133M +$25.7M +24% 27.6% 71.1% 13 46.15% 1.7
Ridgeline Wealth Planning
7185
Ridgeline Wealth Planning
Ohio
$133M +$11.7M +10% 6.22% – 42 11.9% 0.6
AA
7186
Alpha Advisors
Virginia
$133M +$16.3M +14% 7.93% – 50 20% 0.6
Virtus Fixed Income Advisers
7187
Virtus Fixed Income Advisers
Connecticut
$133M +$22.9M +21% 0.58% – 28 25% 0.2
Collier Financial
7188
Collier Financial
Colorado
$133M – – 4.7% – 131 – 0.6
J2 Capital Management
7189
J2 Capital Management
Michigan
$133M +$7.44M +6% 6.39% – 133 20.3% 1.5
Fortune Financial Advisors
7190
Fortune Financial Advisors
Kansas
$133M +$8.6M +7% 6.79% 76.8% 99 9.09% 1.9
Legacy Advisory Services
7191
Legacy Advisory Services
Pennsylvania
$133M +$6.72M +5% 4.3% 59.4% 51 11.76% 1.2
White & Co Financial Planning
7192
White & Co Financial Planning
Washington
$133M +$7.78M +6% 5.74% – 19 0% 0.8
Ulland Investment Advisors
7193
Ulland Investment Advisors
Minnesota
$133M +$1.85M +1% 9.66% 161% 244 19.26% 2.4
Avant Financial Advisors
7194
Avant Financial Advisors
Texas
$133M +$11.4M +9% 6.45% – 65 1.54% 0.7
Cathy Pareto & Associates
7195
Cathy Pareto & Associates
Florida
$133M +$11.5M +10% 8.13% – 93 8.6% 0.7
Birchview Capital
7196
Birchview Capital
Vermont
$132M +$31.8M +32% 34.9% 327% 79 22.78% 2.9
MFG Wealth Management
7197
MFG Wealth Management
Indiana
$132M +$13.7M +12% 11.8% – 69 39.13% 0.4
Kerntke Otto McGlone Wealth Management Group
7198
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$132M +$6.11M +5% 8.03% 64.9% 90 12.22% 2.7
LM Asset (IM) Inc
7199
LM Asset (IM) Inc
British Columbia, Canada
$132M +$24.5M +23% 20.8% – 14 42.86% 0.5
TCM
7200
Tao Capital Management
California
$132M -$4.17M -3% 19.2% 314% 10 10% 4.2