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
BWMG
6926
Bannerman Wealth Management Group
Texas
$130M +$7.87M +6% 36
OCA
6927
OEP Capital Advisors
New York
$130M -$19.5M -13% 1
CFG
6928
Certior Financial Group
Pennsylvania
$130M +$9.22M +8% 122
TCM
6929
Tassel Capital Management
North Carolina
$130M +$15.9M +14% 38
LOIP
6930
Live Oak Investment Partners
Texas
$130M +$3.42M +3% 93
LFS
6931
Leibman Financial Services
Nebraska
$130M +$1.43M +1% 58
BAWM
6932
Bennett Associates Wealth Management
Pennsylvania
$130M +$8.73M +7% 53
IIA
6933
Integrity Investment Advisors
Colorado
$130M +$20.6M +19% 52
HCM
6934
Helios Capital Management
Singapore
$130M +$72.8M +127% 34
DCI
6935
Data Collective IV
California
$130M +$43M +49% 5
RSF
6936
Rik Saylor Financial
Ohio
$130M +$16.4M +14% 83
CCM
6937
Clearfield Capital Management
New York
$130M +$53.6M +70% 15
GCWM
6938
Guided Capital Wealth Management
Texas
$130M +$10.1M +8% 35
PC
6939
Panoramic Capital
California
$130M +$49.8M +62% 49
CC
6940
Colrain Capital
Massachusetts
$130M +$12.6M +11% 24
BF
6941
bLong Financial
Tennessee
$130M +$16.9M +15% 84
CF
6942
Cyr Financial
Illinois
$129M +$17.6M +16% 59
LI
6943
Latash Investments
Alaska
$129M +$8.26M +7% 18
BW
6944
Basepoint Wealth
Iowa
$129M +$1.58M +1% 111
LFS
6945
Littlejohn Financial Services
Oregon
$129M +$2.84M +2% 71
BCM
6946
Bluefin Capital Management
New York
$129M +$4.82M +4% 151
DJFS
6947
Dean Jacobson Financial Services
Texas
$129M -$714K -0.5% 16
GFA
6948
Gladwyn Financial Advisors
Virginia
$129M 82
IWM
6949
IMG Wealth Management
Florida
$129M +$17.7M +16% 517
MPW
6950
Magnolia Private Wealth
Pennsylvania
$129M +$10.8M +9% 117