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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
CAG
5651
Carroll Advisory Group
Texas
$231M 1.4% 72
NMG
5652
New Millennium Group
Utah
$231M +$12.3M +6% 2.31% 176% 545 34.13%
SFP
5653
Strategic Financial Partners
Oregon
$231M +$12.6M +6% 1.62% 43% 87 12.64%
EA
5654
Evolution Advisers
Virginia
$231M +$8.55M +4% 1.05% 33% 172 9.3%
GCCM
5655
Gate City Capital Management
Illinois
$231M +$31.7M +16% 1.05% 17 11.76%
OC
5656
Optima Capital
Oregon
$231M +$24.7M +12% 1.75% 1,413 88.96%
VCM
5657
Viewpoint Capital Management
Washington
$231M +$3.7M +2% 2.63% 105% 153 14.38%
ACA
5658
American Capital Advisory
Idaho
$231M +$15.3M +7% 3.87% 1,149 18.45%
USB
5659
Union Savings Bank
Connecticut
$231M 2.04% 321
RFM
5660
RPD Fund Management
New York
$231M +$71.4M +45% 18.5% 7 42.86%
HWMT
5661
Heritage Wealth Management (Texas)
Texas
$230M +$3.61M +2% 2.33% 42.8% 40 7.5%
SC
5662
Scholtz & Company
Connecticut
$230M +$2.68M +1% 1.22% 82.6% 55 14.55%
PP
5663
Postrock Partners
Oregon
$230M +$4.03M +2% 3.87% 84 5.95%
BSCCG
5664
Blue Sky Capital Consultants Group
California
$230M -$1.15M -0.5% 2.34% 78 20.51%
BCM
5665
Banyan Capital Management
Georgia
$230M +$9.91M +4% 3.19% 52.7% 59 11.86%
AWAP
5666
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$230M +$7M +3% 3.2% 68.1% 157 4.46%
DCM
5667
Dudley Capital Management
Virginia
$230M +$7.37M +3% 2.95% 110% 148 17.57%
IWA
5668
IVC Wealth Advisors
Pennsylvania
$230M +$6.17M +3% 2.63% 70.8% 193 12.44%
NIA
5669
NBZ Investment Advisors
Tennessee
$230M +$38.1M +20% 0.64% 73 16.44%
JWWM
5670
Johnson & White Wealth Management
Pennsylvania
$230M +$11.4M +5% 2.65% 76.5% 116 7.76%
FCMI
5671
Foresite Capital Management IV
California
$230M +$47.1M +26% 25.1% 149% 7 14.29%
HCM
5672
Horrell Capital Management
Arkansas
$229M -$8.27M -3% 0.43% 55.1% 203 8.87%
EMCIP
5673
Ewing Morris & Co Investment Partners
Ontario, Canada
$229M -$4.79M -2% 1.59% 51.6% 104 22.12%
HWM
5674
Howard Wealth Management
Connecticut
$229M +$11.5M +5% 1.99% 60.3% 140 10.71%
CPW
5675
Catalyst Private Wealth
California
$229M +$1.16M +0.5% 0.82% 103% 81 6.17%