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
RPCA
4926
Running Point Capital Advisors
California
$165M +$2.27M +1% 215
TL
4927
Tradewinds LLC
North Carolina
$165M +$9.87M +6% 232
JCI
4928
Jet Capital Investors
New York
$165M +$15M +10% 21
PCMK
4929
Paragon Capital Management (Kansas)
Kansas
$165M +$4.47M +3% 52
CC
4930
Constitution Capital
Connecticut
$165M +$3M +2% 70
EP
4931
Essential Planning
New Hampshire
$165M +$34.6M +27% 55
LAM
4932
Lapides Asset Management
Connecticut
$165M -$22.7M -12% 53
SWM
4933
Silverlake Wealth Management
Vermont
$165M +$4.53M +3% 223
HH
4934
HWG Holdings
Texas
$165M +$11.5M +8% 138
LC
4935
Littlejohn & Co
Connecticut
$165M -$1.16M -0.7% 71
HSWM
4936
Hubbell Strickland Wealth Management
Louisiana
$165M +$401K +0.2% 68
SF
4937
Safeguard Financial
Wisconsin
$165M +$25.1M +18% 81
DCM
4938
Davidson Capital Management
Texas
$165M +$18.9M +13% 159
UHC
4939
Union Heritage Capital
Michigan
$165M +$677K +0.4% 53
SWM
4940
Seaside Wealth Management
California
$165M +$13.3M +9% 49
SSW
4941
Smith Shellnut Wilson
Mississippi
$165M +$2.57M +2% 135
AFS
4942
Access Financial Services
Minnesota
$165M +$727K +0.4% 89
GI
4943
Glovista Investments
New Jersey
$165M -$36.8M -18% 53
RPCONE
4944
Retirement Planning Company of New England
Rhode Island
$164M +$11.8M +8% 223
CB
4945
CNB Bank
Pennsylvania
$164M +$4.35M +3% 499
HCM
4946
Hutner Capital Management
Vermont
$164M +$2.86M +2% 44
PWS
4947
Paragon Wealth Strategies
Florida
$164M +$80.8M +97% 262
PFA
4948
Pinnacle Family Advisors
Missouri
$164M +$24.3M +17% 110
RA
4949
Rockingstone Advisors
Massachusetts
$164M +$30.3M +23% 109
CFP
4950
Cypress Financial Planning
New Jersey
$164M +$14.5M +10% 57