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
UHC
4451
Union Heritage Capital
Michigan
$213M -$971K -0.5% 0.56% 82.1% 60 0%
AP
4452
Atlas Principals
North Carolina
$213M -$41M -16% 2.26% 46 54.35%
CWAG
4453
Compton Wealth Advisory Group
Virginia
$213M -$1.38M -0.6% 0.78% 67.6% 72 1.39%
CPWM
4454
Cardinal Point Wealth Management
California
$213M -$8.64M -4% 1.35% 47 23.4%
CCM
4455
Consolidated Capital Management
California
$213M -$3.91M -2% 0.16% 159% 42 4.76%
LFS
4456
Legacy Financial Strategies
Kansas
$213M +$3.83M +2% 0.86% 67.1% 64 6.25%
HCM
4457
HMS Capital Management
Tennessee
$213M -$9.77M -4% 0.69% 130% 137 18.98%
PAMI
4458
Perseverance Asset Management International
Cayman Islands
$212M -$99.3M -32% 18.4% 120% 20 15%
IWMA
4459
Ironwood Wealth Management (Arizona)
Arizona
$212M +$39M +22% 1.47% 31.1% 51 0%
FGAM
4460
Financial Gravity Asset Management
Texas
$212M -$66.7M -24% 0.82% 1,118 29.07%
NSB
4461
Norway Savings Bank
Maine
$212M +$7.09M +3% 0.1% 101% 335 9.85%
HWC
4462
Hill Winds Capital
New York
$212M +$23.7M +13% 1.59% 8.52% 62 56.45%
AFS
4463
Axiom Financial Strategies
Indiana
$212M -$4.67M -2% 1.57% 54.5% 81 11.11%
BGC
4464
Birch Grove Capital
New York
$212M +$6.38M +3% 2.24% 2.66% 55 9.09%
JWM
4465
Jupiter Wealth Management
Colorado
$212M +$3.19M +2% 0.15% 99.2% 98 15.31%
SC
4466
Sawyer & Company
Massachusetts
$212M -$2.21M -1% 0.28% 97.4% 188 9.04%
SEEDPG
4467
S.E.E.D. Planning Group
New York
$212M +$8.83M +4% 0.18% 45.1% 98 23.47%
CGI
4468
Calixto Global Investors
Florida
$212M +$41.4M +24% 4.65% 180% 12 16.67%
SHWM
4469
Smith & Howard Wealth Management
Georgia
$212M +$1.31M +0.6% 1.13% 40.4% 70 14.29%
PFT
4470
Providence First Trust
Arizona
$212M -$698K -0.3% 1.46% 64.1% 82 1.22%
FIG
4471
FundX Investment Group
California
$212M -$752M -78% 1.23% 94.6% 42 33.33%
NC
4472
Nokomis Capital
Texas
$212M -$48M -18% 0.86% 145% 69 31.88%
AGA
4473
Accuvest Global Advisors
Utah
$212M +$12.6M +6% 0.24% 130% 133 46.62%
KWA
4474
KCS Wealth Advisory
California
$211M -$985K -0.5% 0.14% 45.3% 154 6.49%
ECM
4475
EII Capital Management
New York
$211M -$1.29M -0.6% 0.55% 46.9% 195 7.69%