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
MFG
6901
Mosaic Financial Group
Illinois
$131M +$7.69M +6% 120
LF
6902
Lighthouse Financial
Florida
$131M +$14.7M +13% 72
CWA
6903
CogentBlue Wealth Advisors
Tennessee
$131M +$16.7M +15% 76
JWM
6904
JDH Wealth Management
California
$131M +$14M +12% 53
BCM
6905
BML Capital Management
Indiana
$131M +$6.96M +6% 29
OC
6906
Oppenheimer & Close
New York
$131M +$9.25M +8% 58
SCM
6907
Saxony Capital Management
Missouri
$130M +$16.5M +14% 142
KCAM
6908
Kagan Cocozza Asset Management
New Jersey
$130M +$8.05M +7% 63
RPA
6909
Redwood Park Advisors
California
$130M +$11.2M +9% 357
PS
6910
Pennant Select
New Jersey
$130M +$1.84M +1% 12
BWMG
6911
Bannerman Wealth Management Group
Texas
$130M +$7.87M +6% 36
OCA
6912
OEP Capital Advisors
New York
$130M -$19.5M -13% 1
CFG
6913
Certior Financial Group
Pennsylvania
$130M +$9.22M +8% 122
TCM
6914
Tassel Capital Management
North Carolina
$130M +$15.9M +14% 38
LOIP
6915
Live Oak Investment Partners
Texas
$130M +$3.42M +3% 93
LFS
6916
Leibman Financial Services
Nebraska
$130M +$1.43M +1% 58
BAWM
6917
Bennett Associates Wealth Management
Pennsylvania
$130M +$8.73M +7% 53
IIA
6918
Integrity Investment Advisors
Colorado
$130M +$20.6M +19% 52
HCM
6919
Helios Capital Management
Singapore
$130M +$72.8M +127% 34
DCI
6920
Data Collective IV
California
$130M +$43M +49% 5
RSF
6921
Rik Saylor Financial
Ohio
$130M +$16.4M +14% 83
CCM
6922
Clearfield Capital Management
New York
$130M +$53.6M +70% 15
GCWM
6923
Guided Capital Wealth Management
Texas
$130M +$10.1M +8% 35
PC
6924
Panoramic Capital
California
$130M +$49.8M +62% 49
CC
6925
Colrain Capital
Massachusetts
$130M +$12.6M +11% 24