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
ICMP
6901
Integrated Capital Management (Pennsylvania)
Pennsylvania
$131M +$5.73M +5% 76
DAM
6902
Diamant Asset Management
Connecticut
$131M -$453K -0.3% 74
IAG
6903
Ipsen Advisor Group
Arkansas
$131M +$15.1M +13% 101
ADBIC
6904
A.D. Beadell Investment Counsel
Wisconsin
$131M +$11.1M +9% 94
SR
6905
Summer Road
Florida
$131M +$27.6M +27% 27
BCA
6906
Bay Capital Advisors
Virginia
$131M +$11.1M +9% 115
SLFPAM
6907
St. Louis Financial Planners Asset Management
Missouri
$131M -$2.64M -2% 42
EC
6908
Enhancing Capital
Pennsylvania
$131M +$6.15M +5% 94
CC
6909
Commons Capital
Massachusetts
$131M +$22.2M +20% 123
PCMU
6910
Paragon Capital Management (Utah)
Utah
$131M +$7.27M +6% 72
UIA
6911
Ulland Investment Advisors
Minnesota
$131M +$11.4M +10% 236
PAG
6912
Paladin Advisory Group
Iowa
$131M +$5.98M +5% 262
GMFG
6913
Greater Midwest Financial Group
Minnesota
$131M -$12.5M -9% 64
IVLAV
6914
Index Venture Life Associates VI
Jersey
$131M -$12.4M -9% 1
GPW
6915
Gentry Private Wealth
Kansas
$131M +$9.26M +8% 91
MFG
6916
Mosaic Financial Group
Illinois
$131M +$7.69M +6% 120
LF
6917
Lighthouse Financial
Florida
$131M +$14.7M +13% 72
CWA
6918
CogentBlue Wealth Advisors
Tennessee
$131M +$16.7M +15% 76
JWM
6919
JDH Wealth Management
California
$131M +$14M +12% 53
BCM
6920
BML Capital Management
Indiana
$131M +$6.96M +6% 29
OC
6921
Oppenheimer & Close
New York
$131M +$9.25M +8% 58
SCM
6922
Saxony Capital Management
Missouri
$130M +$16.5M +14% 142
KCAM
6923
Kagan Cocozza Asset Management
New Jersey
$130M +$8.05M +7% 63
RPA
6924
Redwood Park Advisors
California
$130M +$11.2M +9% 357
PS
6925
Pennant Select
New Jersey
$130M +$1.84M +1% 12