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
HWM
4901
Heirloom Wealth Management
Colorado
$161M 49
PCMK
4902
Paragon Capital Management (Kansas)
Kansas
$160M +$5.61M +4% 58
SWM
4903
Silverlake Wealth Management
Vermont
$160M +$12.7M +9% 226
VW
4904
Vance Wealth
California
$160M +$30.2M +23% 81
BFS
4905
Bickling Financial Services
Massachusetts
$160M +$11.8M +8% 124
RP
4906
Repertoire Partners
New York
$160M +$22.5M +16% 65
OCP
4907
OCO Capital Partners
New York
$160M +$18.1M +13% 4
CB
4908
CNB Bank
Pennsylvania
$160M +$12.2M +8% 491
OWIM
4909
Old West Investment Management
California
$160M +$18.7M +13% 43
IPW
4910
Intergy Private Wealth
Colorado
$160M +$18.9M +13% 71
DR
4911
Davis Rea
Ontario, Canada
$160M +$4.13M +3% 45
FC
4912
Financial Council
Maryland
$160M +$73.1M +84% 73
MS
4913
Marshall & Sullivan
Washington
$159M +$14.8M +10% 96
MMHP
4914
Murphy Middleton Hinkle & Parker
Georgia
$159M +$15.5M +11% 135
AAM
4915
Alphadyne Asset Management
New York
$159M +$120M +307% 23
AFS
4916
Axiom Financial Strategies
Indiana
$159M -$28.8M -15% 75
AC
4917
Addison Capital
Pennsylvania
$159M -$2.55M -2% 131
SCA
4918
St. Clair Advisors
Ohio
$159M +$34M +27% 63
ARIS
4919
Advanced Research Investment Solutions
California
$159M -$2.86M -2% 166
CWM
4920
Castle Wealth Management
Florida
$159M -$5.83M -4% 730
DLHL
4921
Donald L. Hagan LLC
Florida
$159M +$18M +13% 98
DP
4922
Divergent Planning
Maryland
$159M +$23.1M +17% 24
GAAM
4923
Guinness Atkinson Asset Management
California
$159M +$2.18M +1% 104
YRHAM
4924
Yong Rong (HK) Asset Management
Hong Kong
$159M +$128M +409% 17
PFCS
4925
Pale Fire Capital SE
Czech Republic
$159M 9