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
LOIP
6926
Live Oak Investment Partners
Texas
$130M +$3.42M +3% 93
LFS
6927
Leibman Financial Services
Nebraska
$130M +$1.43M +1% 58
BAWM
6928
Bennett Associates Wealth Management
Pennsylvania
$130M +$8.73M +7% 53
IIA
6929
Integrity Investment Advisors
Colorado
$130M +$20.6M +19% 52
HCM
6930
Helios Capital Management
Singapore
$130M +$72.8M +127% 34
DCI
6931
Data Collective IV
California
$130M +$43M +49% 5
RSF
6932
Rik Saylor Financial
Ohio
$130M +$16.4M +14% 83
CCM
6933
Clearfield Capital Management
New York
$130M +$53.6M +70% 15
GCWM
6934
Guided Capital Wealth Management
Texas
$130M +$10.1M +8% 35
PC
6935
Panoramic Capital
California
$130M +$49.8M +62% 49
CC
6936
Colrain Capital
Massachusetts
$130M +$12.6M +11% 24
BF
6937
bLong Financial
Tennessee
$130M +$16.9M +15% 84
CF
6938
Cyr Financial
Illinois
$129M +$17.6M +16% 59
LI
6939
Latash Investments
Alaska
$129M +$8.26M +7% 18
BW
6940
Basepoint Wealth
Iowa
$129M +$1.58M +1% 111
LFS
6941
Littlejohn Financial Services
Oregon
$129M +$2.84M +2% 71
BCM
6942
Bluefin Capital Management
New York
$129M +$4.82M +4% 151
DJFS
6943
Dean Jacobson Financial Services
Texas
$129M -$714K -0.5% 16
GFA
6944
Gladwyn Financial Advisors
Virginia
$129M 82
IWM
6945
IMG Wealth Management
Florida
$129M +$17.7M +16% 517
MPW
6946
Magnolia Private Wealth
Pennsylvania
$129M +$10.8M +9% 117
AC
6947
Avant Capital
Louisiana
$129M +$8.67M +7% 71
CAG
6948
Cypress Advisory Group
Arizona
$129M +$19.2M +18% 68
CI
6949
CPR Investments
Michigan
$129M +$16.1M +14% 51
DFA
6950
Davies Financial Advisors
California
$129M +$11.5M +10% 79