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
PWS
3551
Paragon Wealth Strategies
Florida
$317M +$152M +93% 44
SL
3552
Sentinus LLC
Illinois
$316M +$17.5M +6% 210
XWM
3553
Xcel Wealth Management
Florida
$316M +$32.3M +11% 139
SL
3554
Systelligence LLC
Minnesota
$316M -$73.2M -19% 47
MJP
3555
Michael J. Puzo
$316M +$16.1M +5% 79
IIC
3556
Integrated Investment Consultants
Michigan
$316M -$2.6M -0.8% 293
JCI
3557
Jet Capital Investors
New York
$316M +$151M +91% 28
EWP
3558
Engrave Wealth Partners
Texas
$316M +$19M +6% 74
KAM
3559
Krensavage Asset Management
New York
$316M -$13.7M -4% 12
VAS
3560
Valicenti Advisory Services
New York
$315M +$15.2M +5% 83
RWMH
3561
Riverpoint Wealth Management Holdings
Illinois
$315M +$25.8M +9% 51
RCG
3562
Regatta Capital Group
California
$315M +$34M +12% 185
HEIP
3563
Hudson Edge Investment Partners
New Jersey
$314M -$7.55M -2% 136
CWM
3564
Concentric Wealth Management
California
$314M +$12.2M +4% 121
BFM
3565
Blacksheep Fund Management
Ireland
$314M -$41.8M -12% 5
KPF
3566
K2 Principal Fund
Ontario, Canada
$314M -$50.2M -14% 313
APC
3567
Aspire Private Capital
North Carolina
$314M +$13M +4% 696
FG
3568
Formula Growth
Quebec, Canada
$314M +$3.57M +1% 157
FIBT
3569
First International Bank & Trust
North Dakota
$314M +$12.1M +4% 88
KWA
3570
Kingswood Wealth Advisors
California
$314M 267
MCM
3571
Monument Capital Management
Virginia
$314M +$14.9M +5% 177
LRWA
3572
Long Run Wealth Advisors
New York
$313M +$19.5M +7% 101
SFG
3573
Steward Financial Group
Texas
$313M +$12.9M +4% 1,106
VCM
3574
Versant Capital Management
Arizona
$313M +$15.3M +5% 2,102
CAG
3575
Curtis Advisory Group
California
$313M +$38.9M +14% 93