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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
OWM
4351
OneAscent Wealth Management
Alabama
$191M -$4.95M -3% 4.7% 50.6% 198 33.33%
MCIA
4352
Mountain Capital Investment Advisors
Colorado
$191M -$9.1M -5% 7.4% 63.3% 88 19.32%
SIC
4353
Shoker Investment Counsel
Ohio
$191M +$2.45M +1% 5.27% 83.8% 88 4.55%
EGP
4354
Entrust Global Partners
New York
$191M +$4.78M +3% 5.62% 82.3% 12 0%
THWM
4355
Taylor Hoffman Wealth Management
Virginia
$191M -$13.2M -6% 4.28% 47.8% 130 4.62%
RCI
4356
RS Crum Inc
California
$191M -$4.55M -2% 5.86% 48.5% 75 13.33%
PA
4357
PSI Advisors
Florida
$190M -$13.1M -6% 4.88% 58.2% 898 19.27%
GWM
4358
Grand Wealth Management
Michigan
$190M -$6.44M -3% 5.69% 54.1% 63 14.29%
WFA
4359
Websterrogers Financial Advisors
South Carolina
$190M -$14.5M -7% 4.69% 42.9% 60 21.67%
MA
4360
Modus Advisors
Minnesota
$190M -$7.53M -4% 4.21% 89.5% 98 6.12%
TSS
4361
Thomas Story & Son
Indiana
$190M -$20.3M -10% 6.38% 91.8% 55 1.82%
RFWA
4362
RPg Family Wealth Advisory
Massachusetts
$190M +$22.3M +13% 5.49% 117% 96 20.83%
WIC
4363
WealthBridge Investment Counsel
Alberta, Canada
$190M -$7.18M -4% 6.53% 92.5% 40 7.5%
CM
4364
Cartica Management
District of Columbia
$190M -$67.7M -26% 1.19% 92.9% 17 23.53%
AIP
4365
Ahrens Investment Partners
Louisiana
$190M -$36.7M -16% 2.09% 82.3% 1,015 85.22%
BCIM
4366
Bishop & Co Investment Management
Pennsylvania
$190M -$10.9M -5% 5.19% 47.6% 24 4.17%
H2CM
4367
H/2 Credit Manager
Connecticut
$190M -$42.3M -18% 11.6% 97.4% 13 0%
PCA
4368
Prospect Capital Advisors
California
$190M -$7.62M -4% 6.7% 202% 32 21.88%
WC
4369
Wynnefield Capital
New York
$190M -$8.31M -4% 6.39% 52.1% 22 9.09%
LFA
4370
Landmark Financial Advisors
Kentucky
$189M -$14.2M -7% 6.86% 11.8% 82 6.1%
PCM
4371
Passive Capital Management
Maryland
$189M -$7.15M -4% 6.56% 37.7% 50 8%
PIN
4372
Prudent Investors Network
California
$189M -$3.44M -2% 4.5% 33 9.09%
LA
4373
LFL Advisers
Illinois
$189M -$4.57M -2% 2.7% 83% 11 0%
AWP
4374
Abacus Wealth Partners
California
$189M -$3.89M -2% 4.58% 46% 86 22.09%
T
4375
TrueFG
Texas
$189M -$6.98M -4% 6.1% 51.4% 36 2.78%