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
KCA
6601
Kastel Capital Advisors
Massachusetts
$163M 55
EFG
6602
Erickson Financial Group
Pennsylvania
$163M +$3.61M +2% 26
OO
6603
Obsido Oy
$163M +$12.5M +8% 20
LOIP
6604
Live Oak Investment Partners
Texas
$163M +$11.8M +8% 96
BFP
6605
Brewster Financial Planning
New York
$163M +$3.71M +2% 27
SLFPAM
6606
St. Louis Financial Planners Asset Management
Missouri
$163M +$7.6M +5% 52
ACM
6607
Arlington Capital Management
Illinois
$163M +$6.08M +4% 129
CIM
6608
Caldwell Investment Management
Ontario, Canada
$163M +$10.3M +7% 35
LAM
6609
Lummis Asset Management
Texas
$163M +$10.3M +7% 197
PFP
6610
Paragon Financial Partners
California
$163M +$4.13M +3% 77
EV
6611
EJMK Ventures
Illinois
$162M 175
S
6612
Steadtrust
Texas
$162M +$14.8M +10% 132
GC
6613
Gould Capital
Washington
$162M +$724K +0.4% 219
WG
6614
Warner Group
Connecticut
$162M +$17M +12% 78
DWM
6615
DecisionMap Wealth Management
Virginia
$162M +$6.25M +4% 139
DF
6616
Downshift Financial
Colorado
$162M 68
AI
6617
Axecap Investments
Ohio
$162M +$286K +0.2% 102
SR
6618
Syntax Research
Florida
$162M +$6.56M +4% 181
DSCM
6619
Del-Sette Capital Management
New York
$162M +$1.19M +0.7% 61
OPF
6620
Old Peak Finance
North Carolina
$162M 87
NWM
6621
Navigoe Wealth Management
California
$162M +$5.38M +3% 276
HPM
6622
Helix Partners Management
New York
$162M -$5.8M -3% 14
BBA
6623
Braun-Bostich & Associates
Pennsylvania
$162M +$3.27M +2% 132
TT
6624
TI-Trust
Illinois
$162M +$3.08M +2% 132
FH
6625
Financial Harvest
Florida
$162M +$13.6M +9% 62