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
4026
Paragon Wealth Strategies
Florida
$117M -$4.56M -4% 36
CT
4027
Clearstead Trust
Maine
$117M -$29.8M -20% 218
EF
4028
Exeter Financial
Arizona
$117M +$1.78M +2% 74
SSW
4029
Smith Shellnut Wilson
Mississippi
$116M -$1.83M -2% 143
SAM
4030
Seelaus Asset Management
New Jersey
$116M +$860K +0.7% 206
RCA
4031
Rex Capital Advisors
Rhode Island
$116M +$2.26M +2% 16
MAMNY
4032
Marathon Asset Management (New York)
New York
$116M -$56.7M -33% 20
EWG
4033
Executive Wealth Group
Washington
$116M +$4.21M +4% 35
ADBIC
4034
A.D. Beadell Investment Counsel
Wisconsin
$116M -$5.83M -5% 95
PCM
4035
Puissance Capital Management
New York
$116M -$28.8M -20% 5
PCM
4036
Pointe Capital Management
Michigan
$116M -$9.03M -7% 155
PGA
4037
Premia Global Advisors
Florida
$116M +$12.6M +12% 453
AMAL
4038
Asset Management Advisors LLC
Oklahoma
$116M -$3.47M -3% 25
BI
4039
Bredin Investment
Delaware
$116M -$8.24M -7% 80
TA
4040
TMD & Associates
Arizona
$116M +$6.82M +6% 19
LFPWM
4041
Leicht Financial Planning & Wealth Management
New Jersey
$116M -$3.46M -3% 25
AAM
4042
American Asset Management
Florida
$116M -$49.1M -30% 110
AWA
4043
Acorn Wealth Advisors
Michigan
$116M +$6.01M +5% 871
SWM
4044
Shakespeare Wealth Management
Wisconsin
$116M +$9.37M +9% 39
BBA
4045
Braun-Bostich & Associates
Pennsylvania
$115M -$2.61M -2% 346
KCM
4046
Kendall Capital Management
Maryland
$115M +$2.73M +2% 111
MF
4047
MHI Funds
New York
$115M -$67K -0.1% 106
JC
4048
Jentner Corp
Ohio
$115M +$1.88M +2% 27
OP
4049
Osmium Partners
California
$115M -$1.03M -0.9% 13
CAM
4050
Chandler Asset Management
California
$115M +$1.72M +2% 32