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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
UCMOK
4101
United Capital Management of KS
Kansas
$219M +$28.2M +15% 17.2% 272% 98 15.31%
EGWAG
4102
Elwood & Goetz Wealth Advisory Group
Georgia
$219M +$33.5M +18% 12% 58.2% 49 18.37%
CA
4103
Continental Advisors
Utah
$219M +$30.1M +16% 28.5% 69% 87 22.99%
CI
4104
Cavalier Investments
Georgia
$219M +$71.6M +49% 17.7% 171% 104 40.38%
TFA
4105
Tobias Financial Advisors
Florida
$219M +$36.2M +20% 10.6% 44.5% 70 8.57%
WCM
4106
Whitener Capital Management
North Carolina
$218M +$10.9M +5% 12.1% 98.5% 135 12.59%
MIM
4107
Montgomery Investment Management
Maryland
$218M +$27.4M +14% 17% 98.4% 81 2.47%
BDF
4108
Black Diamond Financial
Maryland
$218M +$39.5M +22% 12.9% 61% 83 15.66%
RG
4109
Retirement Group
California
$218M +$39.5M +22% 21.3% 33.7% 775 17.94%
MMPW
4110
Mitchell McLeod Pugh & Williams
Alabama
$218M +$22.2M +11% 14% 90.7% 209 7.66%
GPA
4111
Guidance Point Advisors
Massachusetts
$218M +$36.2M +20% 17% 67.1% 84 7.14%
WRM
4112
Weybosset Research & Management
Rhode Island
$218M +$35.2M +19% 19.8% 73.4% 54 14.81%
CMP
4113
Courage Miller Partners
Virginia
$218M +$31.5M +17% 11.2% 40.3% 78 10.26%
SVG
4114
Sun Valley Gold
Idaho
$218M -$11.7M -5% 5.8% 160% 10 0%
SWA
4115
Sax Wealth Advisors
New Jersey
$218M 15.2% 57.2% 133
EPP
4116
ETF Portfolio Partners
Kansas
$218M +$26.1M +14% 10.5% 44.3% 48 18.75%
EE
4117
EWG Elevate
California
$217M +$45.7M +27% 20.1% 76% 79 29.11%
DI
4118
DFPG Investments
Utah
$217M +$30.2M +16% 13.2% 38.2% 196 28.06%
PFSC
4119
Peoples Financial Services Corp
Pennsylvania
$217M +$18.8M +9% 11.1% 93% 298 1.34%
UBPAM
4120
Union Bancaire Privee Asset Management
New York
$217M -$44.8M -17% 8.06% 40 12.5%
AP
4121
Arlington Partners
Alabama
$217M +$34.7M +19% 15.2% 43.7% 241 46.47%
SAM
4122
Smithbridge Asset Management
Pennsylvania
$217M +$23.5M +12% 14.1% 88 5.68%
HWA
4123
Heritage Way Advisors
Illinois
$217M +$26.6M +14% 13.9% 79.4% 67 5.97%
SRSA
4124
S.R. Schill & Associates
Washington
$217M +$19.9M +10% 9.64% 36.7% 91 25.27%
CSUI
4125
Cincinnati Specialty Underwriters Insurance
Ohio
$217M +$23.7M +12% 13.5% 115% 37 0%