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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
WGCA
5051
Wolf Group Capital Advisors
Virginia
$210M -$430K -0.2% 7.95% 28.2% 104 0.96%
CFGA
5052
Cambridge Financial Group (Arizona)
Arizona
$210M +$18.7M +10% 6.16% 130 9.23%
PWA
5053
PCG Wealth Advisors
Kansas
$210M +$31.3M +17% 8.46% 71.4% 119 18.49%
MC
5054
Magnitude Capital
New York
$210M -$15.4M -7% 6.82% 1 0%
RA
5055
Ruggaard & Associates
Ohio
$210M +$21.3M +11% 5.5% 39.1% 122 11.48%
BWM
5056
Biltmore Wealth Management
Arizona
$210M $0 0% 6.87% 55.6% 53 0%
TFCM
5057
Taylor Frigon Capital Management
Arizona
$210M +$10.7M +5% 10% 131% 89 6.74%
ATIA
5058
American Trust Investment Advisors
New Hampshire
$210M +$17.4M +9% 11.8% 81.1% 92 13.04%
HB
5059
Horizon Bancorp
Indiana
$210M +$5.37M +3% 2.18% 22.7% 252 5.95%
SIC
5060
Samalin Investment Counsel
New York
$210M +$11.9M +6% 7.84% 62.8% 293 12.29%
HA
5061
HC Advisors
Georgia
$210M +$31.2M +17% 6.64% 55.2% 95 12.63%
SI
5062
Saxon Interests
Texas
$210M +$9.99M +5% 9.59% 58.4% 211 23.22%
GWM
5063
Grand Wealth Management
Michigan
$210M +$25.5M +14% 6.26% 44.3% 78 14.1%
CRI
5064
Commonwealth Retirement Investments
Virginia
$209M +$20.7M +11% 9.42% 70.1% 90 18.89%
RWP
5065
Reliant Wealth Planning
Kentucky
$209M +$3.09M +1% 6.34% 35.1% 21 14.29%
TL
5066
Tradewinds LLC
North Carolina
$209M 20.4% 89
HPM
5067
Hoxton Planning & Management
West Virginia
$209M +$20.3M +11% 8.98% 70.1% 173 19.65%
GCC
5068
Game Creek Capital
Massachusetts
$209M -$29.6M -12% 10.1% 108% 73 23.29%
BSA
5069
Bull Street Advisors
Georgia
$209M +$11.3M +6% 6.77% 41.9% 92 3.26%
CWM
5070
Capital Wealth Management
Rhode Island
$209M +$12.6M +6% 5.96% 46.7% 46 15.22%
WSL
5071
Western Standard LLC
California
$209M +$58.6M +39% 7.71% 68.9% 37 51.35%
CCM
5072
Consolidated Capital Management
California
$209M +$21.1M +11% 15.8% 159% 46 10.87%
SJIM
5073
St. Johns Investment Management
Florida
$208M +$12.9M +7% 9.77% 67.1% 228 18.86%
HGIM
5074
High Ground Investment Management
United Kingdom
$208M +$5.45M +3% 2.01% 25.9% 11 18.18%
IGYL
5075
I.G.Y. Ltd
United Kingdom
$208M +$28M +16% 15.6% 81.2% 3 0%