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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
PGWM
3876
Parisi Gray Wealth Management
New Jersey
$151M +$3.9M +3% 1.44% 120% 104 4.81%
GTAM
3877
Global Trust Asset Management
Florida
$151M +$1.64M +1% 2.65% 109% 468 21.15%
LRIA
3878
Leonard Rickey Investment Advisors
Washington
$150M +$1.7M +1% 0.24% 55.9% 83 12.05%
AWM
3879
Aries Wealth Management
Maine
$150M +$7.3M +5% 1.74% 75% 168 11.31%
HIS
3880
Horizon Investment Services
Indiana
$150M +$3.13M +2% 4.36% 168% 106 26.42%
CAGAS
3881
Capital Advisory Group Advisory Services
Minnesota
$150M +$377K +0.3% 0.59% 62.3% 466 8.58%
CAAS
3882
Capital Asset Advisory Services
Michigan
$150M +$20.4M +16% 1.88% 42.9% 118 14.41%
BC
3883
Birchview Capital
Vermont
$150M -$14.4M -9% 2.44% 233% 55 10.91%
JAM
3884
JLP Asset Management
New York
$150M -$2.76M -2% 6.95% 16.1% 31 9.68%
AWMS
3885
Advocacy Wealth Management Services
Georgia
$150M +$11.7M +8% 0.49% 33.5% 192 27.08%
OCM
3886
Ogborne Capital Management
California
$150M -$32.8M -18% 2.68% 223% 13 53.85%
AF
3887
Aldebaran Financial
$150M +$5.07M +4% 1.82% 70.5% 96 9.38%
AIM
3888
Aspen Investment Management
Michigan
$150M -$2.21M -1% 0.8% 84.9% 136 3.68%
SC
3889
Scholtz & Company
Connecticut
$150M -$4.69M -3% 3.26% 82.6% 64 26.56%
SFC
3890
SYM Financial Corp
Indiana
$150M -$6.15M -4% 1.71% 43.3% 76 21.05%
1NWS
3891
1 North Wealth Services
Maryland
$150M 2.3% 349
UTC
3892
Unified Trust Company
Kentucky
$150M +$5.88M +4% 2.21% 69.7% 60 20%
BT
3893
Brandywine Trust
Delaware
$149M +$7.93M +6% 3.04% 11.9% 42 11.9%
CA
3894
Continuum Advisory
Idaho
$149M +$3.79M +3% 0.99% 59.2% 137 8.76%
MS
3895
Mizuho Securities
Japan
$149M +$72.5M +94% 1.72% 109% 181 44.75%
CAM
3896
Crown Advisors Management
California
$149M +$4.93M +3% 3.24% 216% 55 34.55%
AFA
3897
Alta Fundamental Advisers
New York
$149M -$4.17M -3% 2.6% 268% 21 28.57%
CWM
3898
Cedar Wealth Management
California
$149M -$5.27M -3% 2.64% 53.2% 177 17.51%
CGI
3899
Cougar Global Investments
Ontario, Canada
$149M +$1.64M +1% 0.36% 17.4% 19 0%
PCM
3900
Peak Capital Management
Colorado
$149M +$2.52M +2% 2.91% 9.52% 24 0%