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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 Avg Holding
Period (Yrs)
BOC
4451
Barbara Oil Co
Illinois
$213M -$3.53M -2% 0.87% 76.9% 89 3.37% 5.3
Union Heritage Capital
4452
Union Heritage Capital
Michigan
$213M -$971K -0.5% 0.56% 82.1% 60 0% 0.5
Atlas Principals
4453
Atlas Principals
North Carolina
$213M -$41M -16% 2.26% – 46 54.35% 0.5
CWAG
4454
Compton Wealth Advisory Group
Virginia
$213M -$1.38M -0.6% 0.78% 76.1% 72 1.39% 2.1
Cardinal Point Wealth Management
4455
Cardinal Point Wealth Management
California
$213M -$8.64M -4% 1.35% – 47 23.4% 0.6
CCM
4456
Consolidated Capital Management
California
$213M -$3.91M -2% 0.16% 166% 42 4.76% 2.5
Legacy Financial Strategies
4457
Legacy Financial Strategies
Kansas
$213M +$3.84M +2% 0.86% 76.7% 64 6.25% 2.6
HMS Capital Management
4458
HMS Capital Management
Tennessee
$213M -$9.8M -4% 0.69% 140% 137 18.98% 1.8
Perseverance Asset Management International
4459
Perseverance Asset Management International
Cayman Islands
$212M -$99.3M -32% 18.4% 120% 20 15% 1
Ironwood Wealth Management (Arizona)
4460
Ironwood Wealth Management (Arizona)
Arizona
$212M +$39M +22% 1.47% 34.2% 51 0% 2.8
Financial Gravity Asset Management
4461
Financial Gravity Asset Management
Texas
$212M -$66.7M -24% 0.82% – 1,118 28.98% 1.5
Norway Savings Bank
4462
Norway Savings Bank
Maine
$212M +$7.09M +3% 0.1% 117% 335 9.85% 3.2
HWC
4463
Hill Winds Capital
New York
$212M +$23.7M +13% 1.59% 8.52% 62 56.45% 0.4
Axiom Financial Strategies
4464
Axiom Financial Strategies
Indiana
$212M -$4.66M -2% 1.57% 54.5% 81 11.11% 1.2
Birch Grove Capital
4465
Birch Grove Capital
New York
$212M +$6.38M +3% 2.24% 2.66% 55 9.09% 0.6
Jupiter Wealth Management
4466
Jupiter Wealth Management
Colorado
$212M +$3.19M +2% 0.15% 99.2% 98 15.31% 1.3
SC
4467
Sawyer & Company
Massachusetts
$212M -$2.21M -1% 0.28% 111% 188 9.04% 2.7
S.E.E.D. Planning Group
4468
S.E.E.D. Planning Group
New York
$212M +$8.83M +4% 0.18% 57.3% 98 23.47% 1.1
Calixto Global Investors
4469
Calixto Global Investors
Florida
$212M +$41.4M +24% 4.65% 180% 12 16.67% 0.7
Smith & Howard Wealth Management
4470
Smith & Howard Wealth Management
Georgia
$212M +$1.31M +0.6% 1.13% 43.8% 70 14.29% 3.3
Providence First Trust
4471
Providence First Trust
Arizona
$212M -$698K -0.3% 1.46% 64.1% 82 1.22% 1.9
FundX Investment Group
4472
FundX Investment Group
California
$212M -$752M -78% 1.23% 94.6% 42 33.33% 1.1
NC
4473
Nokomis Capital
Texas
$212M -$48M -18% 0.86% 145% 69 31.88% 1.3
Accuvest Global Advisors
4474
Accuvest Global Advisors
Utah
$212M +$12.6M +6% 0.24% 130% 133 46.62% 0.7
KCS Wealth Advisory
4475
KCS Wealth Advisory
California
$211M -$985K -0.5% 0.14% 45.3% 154 6.49% 2.6