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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
IFA
4001
Interactive Financial Advisors
Illinois
$220M +$18.5M +9% 10.9% 37.7% 167 14.37%
CA
4002
Continuum Advisory
Idaho
$220M +$37M +20% 11.8% 59.2% 162 11.73%
4WM
4003
44 Wealth Management
Oregon
$220M 13.4% 158
LRIA
4004
Leonard Rickey Investment Advisors
Washington
$220M +$59.8M +37% 12.7% 55.9% 65 12.31%
JHCP
4005
Jackson Hole Capital Partners
Oklahoma
$220M +$29.4M +15% 13.6% 71.4% 210 11.43%
ACM
4006
Asymmetry Capital Management
California
$219M +$63.7M +41% 29.8% 300% 48 60.42%
RF
4007
Rollins Financial
Georgia
$219M 12.4% 81
ACM
4008
Axar Capital Management
New York
$219M +$147M +202% 172% 680% 3 33.33%
UCMOK
4009
United Capital Management of KS
Kansas
$219M +$28.2M +15% 17.2% 231% 98 15.31%
EGWAG
4010
Elwood & Goetz Wealth Advisory Group
Georgia
$219M +$33.5M +18% 12% 40.7% 49 18.37%
CA
4011
Continental Advisors
Utah
$219M +$30.1M +16% 28.5% 69% 87 22.99%
CI
4012
Cavalier Investments
Georgia
$219M +$71.6M +49% 17.7% 154% 104 40.38%
TFA
4013
Tobias Financial Advisors
Florida
$219M +$36.2M +20% 10.6% 35.5% 70 8.57%
WCM
4014
Whitener Capital Management
North Carolina
$218M +$10.9M +5% 12.1% 98.5% 135 12.59%
MIM
4015
Montgomery Investment Management
Maryland
$218M +$27.4M +14% 17% 98.4% 81 2.47%
BDF
4016
Black Diamond Financial
Maryland
$218M +$39.5M +22% 12.9% 50.7% 83 15.66%
RG
4017
Retirement Group
California
$218M +$39.5M +22% 21.3% 33.7% 775 17.94%
MMPW
4018
Mitchell McLeod Pugh & Williams
Alabama
$218M +$22.2M +11% 14% 76.5% 209 7.66%
GPA
4019
Guidance Point Advisors
Massachusetts
$218M +$36.2M +20% 17% 59.1% 84 7.14%
WRM
4020
Weybosset Research & Management
Rhode Island
$218M +$35.2M +19% 19.8% 73.4% 54 14.81%
CMP
4021
Courage Miller Partners
Virginia
$218M +$31.5M +17% 11.2% 40.3% 78 10.26%
SVG
4022
Sun Valley Gold
Idaho
$218M -$11.7M -5% 5.8% 160% 10 0%
SWA
4023
Sax Wealth Advisors
New Jersey
$218M 15.2% 57.2% 133
EPP
4024
ETF Portfolio Partners
Kansas
$218M +$26.1M +14% 10.5% 44.3% 48 18.75%
EE
4025
EWG Elevate
California
$217M +$45.7M +27% 20.1% 76% 79 29.11%