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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
CFS
3826
Cannon Financial Strategists
Georgia
$134M -$18.9M -12% 14.7% 41.8% 53 16.98%
CA
3827
Continental Advisors
Utah
$134M -$72.6M -35% 28.4% 69% 83 22.89%
HIM
3828
Hotaling Investment Management
Pennsylvania
$134M -$40M -23% 14.3% 52.6% 125 29.6%
SWMG
3829
Strategic Wealth Management Group
Maryland
$134M -$20M -13% 17.6% 103 27.18%
AAM
3830
Ameraudi Asset Management
New York
$134M +$7.88M +6% 19.7% 40.2% 48 43.75%
JHCP
3831
Jackson Hole Capital Partners
Oklahoma
$134M -$48.1M -26% 19.9% 71.4% 209 24.4%
DI
3832
DFPG Investments
Utah
$134M -$18.8M -12% 12.3% 38.2% 186 28.49%
MAG
3833
Mokosak Advisory Group
Iowa
$134M -$31.4M -19% 19.9% 42.7% 30 60%
EGWAG
3834
Elwood & Goetz Wealth Advisory Group
Georgia
$134M -$5.36M -4% 14.2% 40.7% 36 30.56%
HW
3835
Hamilton Wealth
California
$134M -$13.9M -9% 9.1% 101% 49 42.86%
MUAMU
3836
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$134M -$115M -46% 14.3% 138% 107 59.81%
SFWC
3837
Strategic Family Wealth Counselors
New Jersey
$134M +$10.1M +8% 13.4% 60.6% 87 35.63%
PCA
3838
Peddock Capital Advisors
Massachusetts
$134M -$61.6M -32% 23.3% 104% 249 60.24%
BWM
3839
BigSur Wealth Management
Florida
$133M -$43.6M -25% 21.5% 83.1% 124 17.74%
BIA
3840
Bigelow Investment Advisors
Maine
$133M -$37.4M -22% 12.5% 53.9% 160 19.38%
UWPG
3841
Ullmann Wealth Partners Group
Florida
$133M -$31.6M -19% 22.4% 51.5% 62 14.52%
TVAMP
3842
Tennessee Valley Asset Management Partners
Tennessee
$133M -$24.9M -16% 17.6% 50.5% 65 21.54%
OWIM
3843
Old West Investment Management
California
$133M -$139M -51% 21.1% 235% 71 28.17%
CWM
3844
Centric Wealth Management
Illinois
$133M +$7.14M +6% 17.1% 36.2% 137 44.53%
SCG
3845
Sonata Capital Group
Washington
$133M -$32.7M -20% 16.1% 57.4% 118 14.41%
OFS
3846
OneAscent Financial Services
Alabama
$133M -$48.1M -27% 7% 47.1% 209 40.67%
LAM
3847
Lapides Asset Management
Connecticut
$133M -$59.1M -31% 33% 63% 73 26.03%
BCFS
3848
Butensky & Cohen Financial Security
Florida
$133M -$42M -24% 20.5% 72.2% 92 7.61%
BG
3849
Berry Group
Massachusetts
$133M -$52.4M -28% 19.8% 128 26.56%
DC
3850
DeDora Capital
California
$133M -$33.5M -20% 17.2% 81.7% 125 34.4%