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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
AAM
4001
Ameraudi Asset Management
New York
$134M +$7.88M +6% 19.7% 47.1% 48 43.75%
JHCP
4002
Jackson Hole Capital Partners
Oklahoma
$134M -$48.1M -26% 19.9% 71.4% 209 24.4%
DI
4003
DFPG Investments
Utah
$134M -$18.8M -12% 12.3% 38.2% 186 28.49%
MAG
4004
Mokosak Advisory Group
Iowa
$134M -$31.4M -19% 19.9% 57.1% 30 60%
EGWAG
4005
Elwood & Goetz Wealth Advisory Group
Georgia
$134M -$5.36M -4% 14.2% 58.2% 36 30.56%
HW
4006
Hamilton Wealth
California
$134M -$13.9M -9% 9.1% 108% 49 42.86%
MUAMU
4007
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$134M -$115M -46% 14.3% 138% 107 59.81%
SFWC
4008
Strategic Family Wealth Counselors
New Jersey
$134M +$10.1M +8% 13.4% 72.3% 87 35.63%
PCA
4009
Peddock Capital Advisors
Massachusetts
$134M -$61.6M -32% 23.3% 104% 249 60.24%
BWM
4010
BigSur Wealth Management
Florida
$133M -$43.6M -25% 21.5% 83.1% 124 17.74%
BIA
4011
Bigelow Investment Advisors
Maine
$133M -$37.4M -22% 12.5% 67.1% 160 19.38%
UWPG
4012
Ullmann Wealth Partners Group
Florida
$133M -$31.6M -19% 22.4% 62.2% 62 14.52%
TVAMP
4013
Tennessee Valley Asset Management Partners
Tennessee
$133M -$24.9M -16% 17.6% 65.7% 65 21.54%
OWIM
4014
Old West Investment Management
California
$133M -$139M -51% 21.1% 242% 71 28.17%
CWM
4015
Centric Wealth Management
Illinois
$133M +$7.14M +6% 17.1% 44.4% 137 44.53%
SCG
4016
Sonata Capital Group
Washington
$133M -$32.7M -20% 16.1% 57.4% 118 14.41%
VCM
4017
Vector Capital Management
California
$133M 36.5% 42.7% 3
OWM
4018
Opes Wealth Management
California
$133M -$30.3M -19% 19% 54.1% 58 32.76%
OFS
4019
OneAscent Financial Services
Alabama
$133M -$48.1M -27% 7% 63.8% 209 40.67%
LAM
4020
Lapides Asset Management
Connecticut
$133M -$59.1M -31% 33% 63% 73 26.03%
PAA
4021
Peregrine Asset Advisers
Oregon
$133M -$302M -69% 9% 182% 163 51.53%
BCFS
4022
Butensky & Cohen Financial Security
Florida
$133M -$42M -24% 20.5% 72.2% 92 7.61%
BG
4023
Berry Group
Massachusetts
$133M -$52.4M -28% 19.8% 128 26.56%
DC
4024
DeDora Capital
California
$133M -$33.5M -20% 17.2% 81.7% 125 34.4%
WFM
4025
Wolff Financial Management
Michigan
$132M -$18.3M -12% 19.6% 52.8% 86 12.79%