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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
PSC
3801
Prentiss Smith & Co
Vermont
$192M +$29.8M +18% 9.52% 55.2% 70 10%
OFS
3802
OneAscent Financial Services
Alabama
$192M +$42.1M +28% 5.52% 47.1% 208 24.52%
EPP
3803
ETF Portfolio Partners
Kansas
$191M +$8.17M +4% 5.08% 44.3% 41 4.88%
NRCM
3804
Northern Right Capital Management
Connecticut
$191M +$29M +18% 9.25% 150% 47 51.06%
CCM
3805
Clearfield Capital Management
New York
$191M +$5.84M +3% 9.19% 177% 18 77.78%
KIC
3806
Keating Investment Counselors
Florida
$191M +$9.46M +5% 5.09% 43.7% 60 5%
CCM
3807
Consolidated Capital Management
California
$191M +$22.7M +14% 15.9% 159% 32 0%
FRI
3808
FountainCap Research & Investment
China
$191M +$27M +16% 18% 5.35% 7 14.29%
FLA
3809
Financial Life Advisors
Texas
$191M +$21.8M +13% 4.35% 42.7% 48 52.08%
CHJWM
3810
Carlton Hofferkamp & Jenks Wealth Management
Texas
$191M +$15.5M +9% 6.13% 58.2% 115 13.04%
AFAS
3811
Acorn Financial Advisory Services
Virginia
$191M +$47.3M +33% 9.11% 96.9% 201 8.96%
UCMOK
3812
United Capital Management of KS
Kansas
$191M +$19.3M +11% 11.5% 231% 90 10%
PWP
3813
Personal Wealth Partners
Minnesota
$191M +$8.22M +5% 5.84% 37.2% 70 14.29%
CIM
3814
Corbyn Investment Management
Maryland
$191M +$19.5M +11% 9.9% 56.1% 56 8.93%
VEA
3815
Virtus ETF Advisers
New York
$191M -$20.5M -10% 0.88% 122% 450 29.56%
MIM
3816
Montgomery Investment Management
Maryland
$191M +$6.44M +3% 11.4% 98.4% 85 11.76%
RFWA
3817
RPg Family Wealth Advisory
Massachusetts
$191M +$26.6M +16% 10.1% 90.4% 293 9.22%
HWA
3818
Heritage Way Advisors
Illinois
$190M +$19.3M +11% 8.12% 79.4% 68 13.24%
SCM
3819
Shah Capital Management
North Carolina
$190M +$24.2M +15% 26.4% 225% 11 27.27%
SF
3820
Susquehanna Foundation
Pennsylvania
$190M +$20.9M +12% 12.4% 36.7% 4 0%
CFG
3821
Cambridge Financial Group
Ohio
$190M +$13.1M +7% 11.7% 32 0%
PWSG
3822
Pacific Wealth Strategies Group
California
$190M +$10.3M +6% 10.4% 75.5% 92 31.52%
FA
3823
Financial Advisors
Massachusetts
$190M +$10.6M +6% 5.06% 71.5% 72 16.67%
JHCP
3824
Jackson Hole Capital Partners
Oklahoma
$190M +$25.7M +16% 6.41% 71.4% 188 11.17%
SWM
3825
Shakespeare Wealth Management
Wisconsin
$190M +$18.8M +11% 5.63% 49.6% 70 12.86%