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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
HGERS
3801
Householder Group Estate & Retirement Specialist
Arizona
$356M +$20.1M +6% 3.61% 1,381 22.38%
SAS
3802
Sage Advisory Services
Texas
$356M -$10.1M -3% 0.82% 33.9% 50 12%
ECA
3803
Elevated Capital Advisors
Utah
$356M +$6.66M +2% 1.53% 46% 253 41.5%
CPI
3804
Crestview Partners III
New York
$356M -$10.4M -3% 15.7% 51.2% 3 0%
PC
3805
PhiloSmith Capital
Connecticut
$355M -$1.39M -0.4% 0.72% 54% 23 0%
SA
3806
SoftVest Advisors
Texas
$355M +$59.4M +20% 22% 178% 4 0%
CCA
3807
Childress Capital Advisors
Texas
$355M +$10.8M +3% 2.94% 101% 237 18.57%
LWAM
3808
Legacy Wealth Asset Management
Minnesota
$355M -$4.62M -1% 0.51% 102% 358 9.22%
I
3809
InceptionR
California
$354M -$34.3M -9% 1.92% 62.9% 903 73.86%
OPWM
3810
Oakwell Private Wealth Management
Texas
$354M +$25.2M +8% 1.79% 63% 67 7.46%
AC
3811
Aristides Capital
Kentucky
$354M +$82.1M +30% 0.41% 126% 349 50.14%
TSWM
3812
Triangle Securities Wealth Management
North Carolina
$354M +$3.29M +0.9% 1.2% 80% 199 5.03%
MCB
3813
Morton Community Bank
Illinois
$354M +$6.56M +2% 0.86% 112 5.36%
CAAM
3814
Cornerstone Advisors Asset Management
Pennsylvania
$354M +$69.7M +25% 0.69% 41.2% 107 8.41%
RAM
3815
RJA Asset Management
Connecticut
$353M +$58.8M +20% 19.4% 80.2% 4 0%
WMG
3816
WESCAP Management Group
California
$353M +$8.16M +2% 0.55% 45.7% 95 2.11%
PBF
3817
Petix & Botte Financial
California
$353M -$49.5M -12% 1.52% 47.5% 169 44.38%
SC
3818
Saybrook Capital
North Carolina
$353M -$25.8M -7% 1.73% 67.1% 51 13.73%
IFS
3819
Ifrah Financial Services
Arkansas
$353M -$3.63M -1% 1.92% 61.7% 218 9.17%
RWM
3820
Raffa Wealth Management
District of Columbia
$352M +$16.7M +5% 0.52% 35.8% 1,158 3.2%
WIC
3821
Whitegate Investment Counselors
New Hampshire
$352M -$2.71M -0.8% 0.53% 48% 65 4.62%
FC
3822
Finepoint Capital
Massachusetts
$352M -$37.7M -10% 7.17% 27.4% 25 0%
EGWAG
3823
Elwood & Goetz Wealth Advisory Group
Georgia
$352M -$59.8M -15% 0.93% 58.2% 90 12.22%
JCA
3824
Juniper Capital Advisors
Texas
$352M -$15.2M -4% 4.13% 1 0%
DF
3825
Donoghue Forlines
Massachusetts
$352M +$899K +0.3% 1.39% 199% 271 38.38%