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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
CAGAS
4726
Capital Advisory Group Advisory Services
Minnesota
$234M +$23.1M +11% 159
PFG
4727
Pinnacle Financial Group
Illinois
$234M +$6.15M +3% 72
WCM
4728
Weik Capital Management
Pennsylvania
$234M -$1.6M -0.7% 99
SWA
4729
ShankerValleau Wealth Advisors
Illinois
$234M +$16.3M +7% 26
RCM
4730
Rivermont Capital Management
New York
$234M -$39.2M -14% 23
LCC
4731
Lincoln Capital Corp
Rhode Island
$234M +$4.89M +2% 87
SCM
4732
Stonehearth Capital Management
Massachusetts
$234M +$12.6M +6% 85
FCM
4733
Forager Capital Management
Alabama
$234M -$25.5M -10% 14
SGA
4734
Siguler Guff Advisers
New York
$233M -$17.5M -7% 6
NFG
4735
Northeast Financial Group
Pennsylvania
$233M +$7.38M +3% 78
MA
4736
Mezzasalma Advisors
New Jersey
$233M +$21.7M +10% 111
IFPG
4737
Intrepid Financial Planning Group
Indiana
$233M +$1.59M +0.7% 136
GCM
4738
Gunderson Capital Management
South Carolina
$233M +$17.7M +8% 53
PP
4739
Pacifica Partners
Canada
$233M +$7.32M +3% 575
AFG
4740
American Financial Group
Ohio
$233M -$33.2M -12% 72
RS
4741
Rakuten Securities
Japan
$233M +$4.51M +2% 795
DS
4742
Dalal Street
Texas
$233M +$17.1M +8% 4
WMR
4743
Wealth Management Resources
Rhode Island
$233M +$1.38M +0.6% 40
CCM
4744
Campbell Capital Management
Florida
$233M +$5.84M +3% 65
FFG
4745
Fortem Financial Group
California
$233M +$4.76M +2% 175
ACM
4746
Arvin Capital Management
Texas
$233M +$16M +7% 29
BIG
4747
Brooklyn Investment Group
New York
$232M $0 0% 229
GBI
4748
GP Brinson Investments
Illinois
$232M -$1.69M -0.7% 16
TPC
4749
Takeda Pharmaceutical Company
Japan
$232M -$56.7M -20% 15
C1AG
4750
Client 1st Advisory Group
Florida
$232M +$9.59M +4% 119