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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
CAGAS
3851
Capital Advisory Group Advisory Services
Minnesota
$193M +$14M +8% 7.58% 54.8% 546 17.77%
CSUI
3852
Cincinnati Specialty Underwriters Insurance
Ohio
$193M +$10.9M +6% 8.07% 115% 39 7.69%
UFM
3853
Ursa Fund Management
California
$193M -$1.46B -88% 66.7% 93.5% 55 98.18%
TWP
3854
Total Wealth Planning
Ohio
$193M +$12.2M +7% 4.43% 37.2% 41 9.76%
MA
3855
MYDA Advisors
New York
$193M +$27.3M +16% 34% 232% 176 82.39%
PGWM
3856
Parisi Gray Wealth Management
New Jersey
$192M +$18M +10% 10.6% 120% 124 17.74%
AIC
3857
Archer Investment Corporation
Indiana
$192M +$15.1M +9% 7.63% 68.2% 706 14.45%
PSC
3858
Prentiss Smith & Co
Vermont
$192M +$29.8M +18% 9.52% 63.9% 70 10%
OFS
3859
OneAscent Financial Services
Alabama
$192M +$42.1M +28% 5.52% 63.8% 208 24.52%
EPP
3860
ETF Portfolio Partners
Kansas
$191M +$8.17M +4% 5.08% 44.3% 41 4.88%
NRCM
3861
Northern Right Capital Management
Connecticut
$191M +$29M +18% 9.25% 187% 47 51.06%
CCM
3862
Clearfield Capital Management
New York
$191M +$5.84M +3% 9.19% 421% 18 77.78%
KIC
3863
Keating Investment Counselors
Florida
$191M +$9.46M +5% 5.09% 43.7% 60 5%
CCM
3864
Consolidated Capital Management
California
$191M +$22.7M +14% 15.9% 159% 32 0%
FRI
3865
FountainCap Research & Investment
China
$191M +$27M +16% 18% 5.35% 7 14.29%
FLA
3866
Financial Life Advisors
Texas
$191M +$21.8M +13% 4.35% 42.7% 48 52.08%
CHJWM
3867
Carlton Hofferkamp & Jenks Wealth Management
Texas
$191M +$15.5M +9% 6.13% 58.2% 115 13.04%
AFAS
3868
Acorn Financial Advisory Services
Virginia
$191M +$47.3M +33% 9.11% 96.9% 201 8.96%
UCMOK
3869
United Capital Management of KS
Kansas
$191M +$19.3M +11% 11.5% 272% 90 10%
PWP
3870
Personal Wealth Partners
Minnesota
$191M +$8.22M +5% 5.84% 37.2% 70 14.29%
CIM
3871
Corbyn Investment Management
Maryland
$191M +$19.5M +11% 9.9% 71.9% 56 8.93%
VEA
3872
Virtus ETF Advisers
New York
$191M -$20.5M -10% 0.88% 177% 450 29.56%
MIM
3873
Montgomery Investment Management
Maryland
$191M +$6.44M +3% 11.4% 98.4% 85 11.76%
RFWA
3874
RPg Family Wealth Advisory
Massachusetts
$191M +$26.6M +16% 10.1% 117% 293 9.22%
HWA
3875
Heritage Way Advisors
Illinois
$190M +$19.3M +11% 8.12% 79.4% 68 13.24%