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
CIM
6651
Caldwell Investment Management
Ontario, Canada
$163M +$10.3M +7% 35
LAM
6652
Lummis Asset Management
Texas
$163M +$10.3M +7% 197
PFP
6653
Paragon Financial Partners
California
$163M +$4.13M +3% 77
EV
6654
EJMK Ventures
Illinois
$162M 175
S
6655
Steadtrust
Texas
$162M +$14.8M +10% 132
GC
6656
Gould Capital
Washington
$162M +$724K +0.4% 219
WG
6657
Warner Group
Connecticut
$162M +$17M +12% 78
DWM
6658
DecisionMap Wealth Management
Virginia
$162M +$6.25M +4% 139
DF
6659
Downshift Financial
Colorado
$162M 68
AI
6660
Axecap Investments
Ohio
$162M +$286K +0.2% 102
SR
6661
Syntax Research
Florida
$162M +$6.56M +4% 181
DSCM
6662
Del-Sette Capital Management
New York
$162M +$1.19M +0.7% 61
OPF
6663
Old Peak Finance
North Carolina
$162M 87
NWM
6664
Navigoe Wealth Management
California
$162M +$5.38M +3% 276
HPM
6665
Helix Partners Management
New York
$162M -$5.8M -3% 14
BBA
6666
Braun-Bostich & Associates
Pennsylvania
$162M +$3.27M +2% 132
TT
6667
TI-Trust
Illinois
$162M +$3.08M +2% 132
FH
6668
Financial Harvest
Florida
$162M +$13.6M +9% 62
ZRP
6669
Zynergy Retirement Planning
New Jersey
$162M +$3.41M +2% 28
CFG
6670
Copley Financial Group
California
$162M +$15.5M +11% 134
PTCG
6671
Pring Turner Capital Group
California
$162M -$2.22M -1% 71
BGWM
6672
Bridge Generations Wealth Management
Florida
$162M +$11M +7% 134
MPW
6673
MGO Private Wealth
California
$162M -$5.26M -3% 69
BCG
6674
BayBridge Capital Group
California
$161M +$4.57M +3% 100
CP
6675
Camelot Portfolios
Ohio
$161M -$7.28M -4% 605