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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
UI
6001
Unconventional Investor
New Hampshire
$97.5M -$11.3M -10% 15.5% 62.7% 35 11.43%
TT
6002
TI-Trust
Illinois
$97.5M -$12.6M -11% 9.53% 85.8% 113 9.73%
CAM
6003
Caprin Asset Management
Virginia
$97.4M -$19.3M -17% 2.34% 7.87% 17 0%
RGF
6004
Retirement Guys Formula
Ohio
$97.4M -$51.9M -35% 11% 70.2% 139 14.39%
APW
6005
Atlantic Private Wealth
North Carolina
$97.4M -$8.41M -8% 14.5% 55.7% 42 11.9%
PCMM
6006
Piedmont Capital Management (Montana)
Montana
$97.3M -$35.8M -27% 8.5% 94% 41 4.88%
PFP
6007
Paragon Financial Partners
California
$97.3M -$17.4M -15% 13.8% 90.6% 85 7.06%
CW
6008
Cook Wealth
North Carolina
$97.3M +$2.55M +3% 13.6% 7.36% 49 18.37%
BDAM
6009
Blue Door Asset Management
Connecticut
$97.2M -$75.8M -44% 24.1% 127% 33 60.61%
IAC
6010
ION Acquisition Corp
Israel
$97.1M -$51.8M -35% 18% 5 0%
CFO
6011
Capitol Family Office
Oregon
$97.1M -$27.1M -22% 10.1% 61.9% 23 26.09%
IFPL
6012
Investments & Financial Planning LLC
Kentucky
$97.1M -$17.3M -15% 15.4% 63.6% 36 13.89%
VBCG
6013
Valley Brook Capital Group
Pennsylvania
$97M -$18.9M -16% 10.9% 106% 118 12.71%
ETM
6014
Euclidean Technologies Management
Washington
$96.8M -$11.4M -11% 7.25% 124% 87 20.69%
CF
6015
Convergence Financial
Missouri
$96.8M +$3.59M +4% 16% 62.3% 25 28%
NCG
6016
Newport Capital Group
New Jersey
$96.8M -$36.6M -27% 10.9% 60 26.67%
WP
6017
Wealthspan Partners
Iowa
$96.8M -$13.5M -12% 15.2% 65% 71 14.08%
LFA
6018
Legend Financial Advisors
Pennsylvania
$96.8M -$60.6M -39% 15.7% 117% 51 62.75%
BWS
6019
BCR Wealth Strategies
Alabama
$96.8M -$7.78M -7% 12.9% 42.2% 125 15.2%
HCP
6020
Hiddenite Capital Partners
New York
$96.7M -$13.1M -12% 8.29% 523% 65 69.23%
WFS
6021
Widmann Financial Services
Maryland
$96.6M -$16.2M -14% 10.4% 75.2% 91 15.38%
HPM
6022
Hudson Portfolio Management
New York
$96.6M -$16.9M -15% 9.83% 111 12.61%
PCM
6023
Perkins Capital Management
Minnesota
$96.6M -$25.4M -21% 15.1% 303% 115 13.04%
CGH
6024
CMG Global Holdings
Texas
$96.6M -$25.9M -21% 14% 79.4% 84 11.9%
CWM
6025
Cadence Wealth Management
Massachusetts
$96.5M -$33.8M -26% 14.2% 56.4% 39 17.95%