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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
CWA
4826
CM Wealth Advisors
Ohio
$163M 13.3% 64.7% 72
RHAM
4827
Round Hill Asset Management
California
$163M -$26.4M -14% 11% 43.2% 60 3.33%
CW
4828
Cabot-Wellington
Massachusetts
$163M -$38.9M -19% 16.4% 65% 9 11.11%
ACM
4829
AREX Capital Management
New York
$163M -$9.95M -6% 4.01% 36.2% 16 12.5%
EP
4830
EPIQ Partners
Minnesota
$163M -$22.7M -12% 10.9% 44.3% 91 10.99%
UFG
4831
United Fire Group
Iowa
$163M -$31M -16% 9.93% 27.4% 47 2.13%
AFA
4832
Abacus FCF Advisors
Florida
$163M -$136M -45% 11.6% 197% 189 33.86%
OKSA
4833
O'Keefe Stevens Advisory
New York
$163M -$41.9M -20% 20% 216% 39 10.26%
HVCM
4834
Hel Ved Capital Management
Hong Kong
$163M 7.15% 1,351% 12
PI
4835
Pelion Inc
Utah
$163M -$174M -52% 51.2% 16.9% 4 0%
TPW
4836
Tiller Private Wealth
Pennsylvania
$163M -$10.4M -6% 14% 53.5% 62 29.03%
HSCU
4837
Half Sky Capital (UK)
United Kingdom
$163M -$36.3M -18% 20.4% 13% 9 22.22%
AAM
4838
Augustine Asset Management
Florida
$163M -$36.3M -18% 12.1% 344% 98 11.22%
CPA
4839
Capital Performance Advisors
California
$163M -$12.5M -7% 14.4% 71% 61 31.15%
LWM
4840
Ledge Wealth Management
Minnesota
$163M +$1.85M +1% 10.8% 76 14.47%
VC
4841
Veery Capital
Delaware
$163M -$18.1M -10% 13.1% 57.1% 85 18.82%
CCM
4842
Cribstone Capital Management
Maine
$163M -$20.1M -11% 12.1% 22.4% 591 32.49%
SC
4843
Scholtz & Company
Connecticut
$163M -$90.7M -36% 16% 89.2% 60 41.67%
CWAF
4844
Core Wealth Advisors (Florida)
Florida
$163M -$15.7M -9% 12.7% 59.7% 245 30.2%
WMR
4845
Wealth Management Resources
Rhode Island
$163M +$17.9M +12% 7.92% 36.5% 46 19.57%
SIAG
4846
Safeguard Investment Advisory Group
California
$163M +$16M +11% 16.7% 84.3% 95 8.42%
FCCM
4847
First City Capital Management
Georgia
$162M -$19.1M -10% 7.86% 76.5% 173 9.25%
HGWM
4848
Harvest Group Wealth Management
Massachusetts
$162M -$13.6M -8% 10.4% 28.1% 223 45.74%
WG
4849
Watchman Group
Texas
$162M -$6.43M -4% 12.7% 52.9% 80 23.75%
NEGWA
4850
New England Guild Wealth Advisors
Connecticut
$162M -$26.6M -14% 12.8% 6.04% 76 11.84%