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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)
PCMN
8151
Paradigm Capital Management (Nevada)
Nevada
$116M +$7.11M +7% 7.28% – 67 14.93% 2.9
Accuvest Global Advisors
8152
Accuvest Global Advisors
Utah
$116M +$8.98M +8% 9.21% 130% 92 53.26% 0.9
MS
8153
Monetary Solutions
Ohio
$116M +$12.6M +12% 11.9% – 403 22.58% 0.4
CDM Financial Counseling Services
8154
CDM Financial Counseling Services
Connecticut
$116M +$11.5M +11% 19.4% – 82 8.54% 0.5
J.M. Arbour
8155
J.M. Arbour
Maine
$116M +$11.9M +11% 13% – 143 24.48% 0.4
OakTrust Wealth Advisors
8156
OakTrust Wealth Advisors
Connecticut
$116M +$6.18M +6% 3.39% – 74 14.86% 0.4
SFI Advisors
8157
SFI Advisors
New Jersey
$116M +$20.7M +22% 24.4% 82.9% 56 16.07% 2.6
ACA
8158
Alpha Capital Advisors
Maine
$116M +$10.8M +10% 12.4% – 34 5.88% 0.5
Stembrook Asset Management
8159
Stembrook Asset Management
New Jersey
$116M +$13.7M +13% 14.1% – 52 9.62% 0.5
Vistica Wealth Advisors
8160
Vistica Wealth Advisors
California
$116M +$15.2M +15% 12.5% – 55 12.73% 0.4
Pacific Capital Partners
8161
Pacific Capital Partners
$116M +$14.2M +14% 24.6% 49.8% 48 37.5% 0.3
Jefferson Bridge Capital
8162
Jefferson Bridge Capital
Tennessee
$115M +$14.7M +15% 22.4% – 54 3.7% 0.5
Investment Insight Wealth Management
8163
Investment Insight Wealth Management
New York
$115M +$22.7M +24% 26.9% – 44 18.18% 0.4
John Boyer Inc
8164
John Boyer Inc
Florida
$115M +$15.3M +15% 15.8% – 42 9.52% 0.7
Bluebird Wealth Management
8165
Bluebird Wealth Management
Massachusetts
$115M +$17.7M +18% 30.6% – 97 28.87% 0.3
Vision Financial Markets
8166
Vision Financial Markets
Connecticut
$115M +$12.8M +12% 11.3% – 439 9.11% 1.3
TY
8167
Titiun Yejiel
$115M +$16M +16% 36.1% – 63 46.03% 0.4
Noble Wealth Partners
8168
Noble Wealth Partners
Colorado
$115M – – 10.9% – 76 – 0
Montgomery Financial Services
8169
Montgomery Financial Services
Maryland
$115M – – 10.3% – 334 – 0
Alan B. Lancz & Associates
8170
Alan B. Lancz & Associates
Ohio
$115M +$11.9M +12% 19.2% – 145 15.86% 3
Parsonex Advisory Services
8171
Parsonex Advisory Services
Colorado
$115M +$12.7M +12% 20.4% – 59 20.34% 0.9
Urban Wealth Management
8172
Urban Wealth Management
California
$115M +$17M +17% 20% – 120 33.33% 1.3
Townsend Financial Planning
8173
Townsend Financial Planning
Kentucky
$115M +$11.4M +11% 9.01% – 30 3.33% 0.5
SNPAM
8174
St. Nicholas Private Asset Management
Florida
$115M +$7.82M +7% 9.72% – 38 13.16% 1.4
Cedrus Wealth Group LLC
8175
Cedrus Wealth Group LLC
Minnesota
$115M +$24.7M +27% 4.13% – 66 50% 0.3