We are live on ! Find out more

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
FA
4426
Fountainhead AM
New Jersey
$230M +$23.6M +11% 6.81% 50% 82 20.73%
CAGAS
4427
Capital Advisory Group Advisory Services
Minnesota
$230M -$45.5M -17% 6.42% 62.3% 559 70.66%
EHWM
4428
Eads & Heald Wealth Management
Georgia
$230M +$23M +11% 13.2% 70.2% 148 5.41%
WTFG
4429
Wells Trecaso Financial Group
Ohio
$230M +$20.4M +10% 12.6% 108% 97 6.19%
WAAG
4430
Wealth Alliance Advisory Group
Kansas
$230M +$24.3M +12% 9.06% 66.9% 174 20.69%
HCM
4431
HMS Capital Management
Tennessee
$230M +$17.2M +8% 9.74% 130% 124 10.48%
SG
4432
Stagwell Group
Florida
$230M 13% 8.47% 1
MCM
4433
Moerus Capital Management
New York
$230M +$14.2M +7% 5.22% 248% 13 0%
AWMT
4434
AAFMAA Wealth Management & Trust
North Carolina
$230M +$18.9M +9% 11.4% 58.8% 71 11.27%
TA
4435
TFG Advisers
Michigan
$229M +$22.9M +11% 11.6% 61.8% 206 5.34%
AC
4436
AlphaCore Capital
California
$229M +$32.1M +16% 8.08% 68.3% 142 38.73%
LAM
4437
Lapides Asset Management
Connecticut
$229M -$11.9M -5% 1.94% 63% 86 22.09%
IWMA
4438
Ironwood Wealth Management (Arizona)
Arizona
$229M +$16.9M +8% 3.16% 25.4% 53 5.66%
PIC
4439
Portland Investment Counsel
Ontario, Canada
$229M +$9.84M +4% 2.64% 104% 39 10.26%
KA
4440
Kercheville Advisors
Texas
$229M +$18.1M +9% 9.46% 209% 127 18.9%
AVAI
4441
Atlas Venture Associates IX
Massachusetts
$229M -$71.8M -24% 23.2% 89.8% 7 0%
RG
4442
Retirement Group
California
$229M +$11.6M +5% 7.6% 33.7% 780 18.33%
T2I
4443
Turim 21 Investimentos
Brazil
$229M +$12.7M +6% 3.67% 62% 117 35.04%
SI
4444
SimpliFi Inc
California
$229M +$6.26M +3% 3.55% 26.7% 33 24.24%
LPWM
4445
Lake Point Wealth Management
Texas
$229M +$11.9M +5% 5.85% 507 17.16%
GAAM
4446
Guinness Atkinson Asset Management
California
$229M +$13.7M +6% 12.7% 132% 95 0%
KFO
4447
Kopp Family Office
Minnesota
$229M -$23.2M -9% 10.9% 34% 14 0%
VAG
4448
VisionPoint Advisory Group
Texas
$229M +$4.5M +2% 5.97% 74.2% 111 22.52%
SPG
4449
Snow Phipps Group
New York
$229M +$100M +78% 4.37% 89.2% 2 0%
GCA
4450
GSI Capital Advisors
California
$229M +$28.1M +14% 16.4% 25.4% 40 45%