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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
OPOWM
5826
One Plus One Wealth Management
Florida
$170M +$1.7M +1% 4.39% 69.2% 99 19.19%
CIG
5827
Cairn Investment Group
Washington
$170M -$10.8M -6% 2.4% 61.3% 72 12.5%
MAWAG
5828
Mid-American Wealth Advisory Group
Missouri
$170M +$10.8M +7% 2.18% 12.3% 56 44.64%
FBC
5829
Fairfield, Bush & Co
Connecticut
$170M +$1.92M +1% 2.62% 101% 117 11.11%
EECFV
5830
EnCap Energy Capital Fund VIII
Texas
$170M +$13.7M +9% 9.38% 6.16% 4 50%
PCP
5831
Pacific Capital Partners
$170M -$678K -0.4% 6.37% 57 17.54%
ATC
5832
Advantage Trust Company
Kansas
$170M +$22.7M +15% 0.56% 191 23.56%
RFA
5833
Resurgent Financial Advisors
Georgia
$170M -$1.11M -0.6% 1.93% 70.4% 191 11.52%
HWMT
5834
Heritage Wealth Management (Texas)
Texas
$170M -$2.62M -2% 1.32% 42.8% 39 20.51%
CASB
5835
Cape Ann Savings Bank
Massachusetts
$170M -$2.53M -1% 0.57% 59.5% 91 6.59%
PBO
5836
Peoples Bank (Ohio)
Ohio
$170M -$26M -13% 0.92% 71.7% 127 25.2%
MAG
5837
Mayfair Advisory Group
Alabama
$170M +$11.2M +7% 1.62% 54.7% 169 15.38%
CC
5838
Carlson Capital
Texas
$170M +$3.88M +2% 5.37% 72.5% 34 91.18%
JIM
5839
JCP Investment Management
Texas
$170M +$49.1M +41% 12.1% 64.9% 19 31.58%
KSWWM
5840
Keyes Stange & Wooten Wealth Management
Florida
$170M +$1.17M +0.7% 1.71% 76 18.42%
LHA
5841
Little Harbor Advisors
Massachusetts
$169M +$8.47M +5% 1.76% 48.4% 7 0%
KFP
5842
Keener Financial Planning
Texas
$169M +$16.6M +11% 1.75% 199 16.58%
EWM
5843
Evergreen Wealth Management
Michigan
$169M +$3.04M +2% 0.83% 57% 54 3.7%
AWA
5844
Aletheian Wealth Advisors
Washington
$169M -$2.1M -1% 1.17% 84 10.71%
BMA
5845
Brooks Moore & Associates
Tennessee
$169M -$199K -0.1% 1.28% 57.2% 97 6.19%
ACM
5846
Arthedge Capital Management
New York
$169M +$16.2M +11% 21.8% 86.1% 11 0%
KAM
5847
Krensavage Asset Management
New York
$169M -$9.44M -5% 2.74% 113% 13 7.69%
SHCM
5848
Stone House Capital Management
Florida
$169M -$5.47M -3% 4.28% 238% 4 25%
LWM
5849
Latko Wealth Management
Illinois
$169M +$3.74M +2% 1.69% 32 9.38%
MWM
5850
Maripau Wealth Management
Indiana
$169M +$53.1M +46% 1.13% 45% 142 67.61%