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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
ARG
3276
Advisory Resource Group
Oklahoma
$520M +$29.4M +6% 6.05% 66.5% 179 16.2%
MCIA
3277
Mountain Capital Investment Advisors
Colorado
$520M +$54.1M +12% 8.87% 63.3% 75 18.67%
DIM
3278
Delta Investment Management
California
$520M +$24.9M +5% 7.82% 58.1% 262 17.94%
CP
3279
Caligan Partners
New York
$520M +$40.9M +9% 13.9% 1,728% 18 16.67%
LC
3280
Lincoln Capital
Nebraska
$520M +$40.7M +9% 4.67% 63.8% 123 4.88%
SSG
3281
Summit Securities Group
New York
$520M -$119M -19% 8.92% 96.7% 1,507 80.03%
CFS
3282
Commonwealth Financial Services
West Virginia
$519M +$31.1M +6% 9.15% 58.2% 222 13.06%
GWM
3283
Gibbs Wealth Management
Georgia
$519M +$104M +25% 9.53% 383 24.02%
BTWM
3284
Brass Tax Wealth Management
Ohio
$519M +$43.2M +9% 7.73% 239 14.64%
EWM
3285
Edge Wealth Management
New York
$519M +$26M +5% 5.13% 61.6% 84 4.76%
HA
3286
Huntleigh Advisors
Missouri
$518M +$91M +21% 20.8% 287 15.68%
DW30
3287
Drucker Wealth 3.0
New Jersey
$518M +$63.5M +14% 7.77% 227 34.8%
SAS
3288
SMI Advisory Services
Indiana
$518M +$75.3M +17% 8.58% 79.7% 59 40.68%
BMWS
3289
Brady Martz Wealth Solutions
North Dakota
$517M +$75.2M +17% 7.79% 150 10%
MAP
3290
Moody Aldrich Partners
Massachusetts
$517M +$39M +8% 15.7% 336% 199 26.13%
AA
3291
Aire Advisors
California
$516M +$41.3M +9% 9.1% 60.9% 166 7.83%
TAP
3292
Tounjian Advisory Partners
Florida
$516M -$18M -3% 8.57% 234 0%
WIM
3293
Warwick Investment Management
Texas
$515M +$34.1M +7% 8.47% 53.4% 132 23.48%
WP
3294
Wedgewood Partners
Missouri
$515M +$18.7M +4% 12% 71.7% 21 14.29%
EIP
3295
Ellis Investment Partners
Pennsylvania
$515M +$31M +6% 6.68% 51% 248 9.27%
CBB
3296
Citizens Business Bank
California
$515M +$53.5M +12% 14.5% 84.4% 107 12.15%
SCM
3297
Shah Capital Management
North Carolina
$514M +$24.4M +5% 11.9% 225% 17 17.65%
AAM
3298
Austin Asset Management
Texas
$513M +$33.3M +7% 9.62% 71.4% 79 8.86%
ECM
3299
Estuary Capital Management
Minnesota
$513M +$101M +24% 3.24% 19 57.89%
SCA
3300
Stieven Capital Advisors
Missouri
$512M -$4M -0.8% 4.83% 82.8% 46 13.04%