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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
GA
5201
Greytown Advisors
Florida
$187M +$6.56M +4% 10.1% 14.1% 90 10%
TF
5202
Theory Financial
Colorado
$187M +$16.7M +10% 8.65% 54.5% 77 23.38%
GAAM
5203
Grand Alliance Asset Management
Hong Kong
$187M 12.4% 13
FCA
5204
Fortis Capital Advisors
Kansas
$187M +$31.1M +20% 13.5% 127% 131 35.88%
SN
5205
Sittner & Nelson
Oregon
$187M +$13.5M +8% 9.86% 88.1% 490 12.45%
DFG
5206
Demars Financial Group
Washington
$187M +$12.2M +7% 6.02% 59.6% 80 27.5%
TCMP
5207
Thrive Capital Management (Pennsylvania)
Pennsylvania
$187M +$6.58M +4% 9.48% 58.2% 161 18.01%
BHCM
5208
Boulder Hill Capital Management
New York
$187M +$25.9M +16% 22% 185 89.73%
CKAIS
5209
Christensen King & Associates Investment Services
Washington
$187M 9.18% 93
EFMH
5210
E Fund Management (HK)
Hong Kong
$187M +$27.9M +18% 22% 163% 68 33.82%
CNBT
5211
Cornerstone National Bank & Trust
Illinois
$187M +$24M +15% 6.91% 33.9% 60 6.67%
IFA
5212
Interactive Financial Advisors
Illinois
$187M +$38.3M +26% 10.2% 47.6% 86 6.98%
CAGAS
5213
Capital Advisory Group Advisory Services
Minnesota
$187M +$10.4M +6% 9.69% 54.8% 157 14.01%
RGF
5214
Retirement Guys Formula
Ohio
$187M +$42.8M +30% 9.26% 70.2% 132 12.88%
WFS
5215
Weitzel Financial Services
Iowa
$186M +$15.2M +9% 8.06% 42.4% 39 2.56%
SFMG
5216
Sage Financial Management Group
Virginia
$186M +$20.1M +12% 9.04% 47.3% 45 6.67%
NVCHI
5217
New Vernon Capital Holdings II
New Jersey
$186M +$71M +62% 9.75% 114% 83 28.92%
CB
5218
CNB Bank
Pennsylvania
$186M +$16.4M +10% 12.1% 91.6% 509 8.06%
WS
5219
Wela Strategies
Georgia
$186M +$18.9M +11% 9.07% 51.3% 51 15.69%
B
5220
Braslyn
Bahamas
$186M 34.1% 3
AC
5221
AMANSA Capital
Singapore
$186M +$107M +135% 10.8% 115% 3 66.67%
PWMG
5222
Provence Wealth Management Group
California
$186M +$23M +14% 11% 486 8.02%
MW
5223
Marks Wealth
Maryland
$186M +$183M +6,960% 8.35% 169% 15 73.33%
WAM
5224
Westport Asset Management
Connecticut
$186M +$16.3M +10% 14.1% 63.9% 73 0%
SAS
5225
Stelac Advisory Services
New York
$186M +$2.3M +1% 11.6% 84.9% 106 17.92%