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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
CAG
3701
Curtis Advisory Group
California
$301M -$12M -4% 3.51% 67.6% 94 14.89%
SHFA
3702
SC&H Financial Advisors
Maryland
$301M -$1.87M -0.6% 3.39% 60.1% 138 7.25%
EWA
3703
Encompass Wealth Advisors
Oregon
$301M -$6.9M -2% 2.12% 63.2% 341 28.15%
HCM
3704
Horrell Capital Management
Arkansas
$301M -$24.5M -8% 4.43% 55.1% 221 7.69%
OAM
3705
Origin Asset Management
United Kingdom
$300M +$45.3M +18% 10.2% 59.3% 26 73.08%
RWA
3706
Redhawk Wealth Advisors
Minnesota
$300M -$27.1M -8% 1.26% 111% 232 28.45%
SJL
3707
Shayne & Jacobs LLC
Tennessee
$300M +$103M +52% 2.91% 73.4% 94 62.77%
OL
3708
Optas LLC
Texas
$300M +$1.23M +0.4% 2.6% 118% 190 16.84%
BHWA
3709
Beacon Harbor Wealth Advisors
Virginia
$300M -$5.31M -2% 1.39% 143% 80 33.75%
MHR
3710
Matthew Hamilton Rosenberg
$300M +$4.42M +1% 2.23% 48.3% 981 6.73%
HHGC
3711
Hunting Hill Global Capital
New York
$300M -$12M -4% 3.57% 132% 152 56.58%
MMG
3712
Monetary Management Group
Missouri
$300M -$26.3M -8% 2.01% 138% 341 6.16%
PCA
3713
Peddock Capital Advisors
Massachusetts
$300M -$4.1M -1% 1.32% 104% 145 3.45%
DCMIC
3714
Decheng Capital Management III (Cayman)
Cayman Islands
$300M -$19.2M -6% 10.5% 32 40.63%
UF
3715
Univest Financial
Pennsylvania
$300M -$31M -9% 4.06% 82.6% 119 10.92%
SIM
3716
Seaview Investment Managers
Florida
$300M -$8.09M -3% 0.79% 148% 118 31.36%
AFG
3717
Atomi Financial Group
New York
$299M +$80.3M +37% 3.09% 139% 389 39.85%
BP
3718
Broadleaf Partners
Ohio
$299M -$7.01M -2% 1.73% 180% 78 11.54%
SDAM
3719
Shulman DeMeo Asset Management
New York
$299M -$34.9M -10% 3.75% 70.1% 134 6.72%
FCFC
3720
First Commonwealth Financial Corp
Pennsylvania
$299M -$8.59M -3% 3.49% 72.9% 171 6.43%
MI
3721
M3F Inc
Utah
$299M -$18.9M -6% 1.34% 176% 44 9.09%
CSC
3722
Cook Street Consulting
Colorado
$299M -$32.1M -10% 10.4% 2 0%
CAM
3723
Cypress Asset Management
Texas
$299M -$11.7M -4% 3.23% 128% 123 10.57%
TWD
3724
True Wealth Design
Ohio
$299M +$25.3M +9% 2.43% 53% 823 11.54%
GWM
3725
GSB Wealth Management
Connecticut
$299M -$8.77M -3% 3.63% 61.8% 215 11.16%