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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
GAA
6051
Global Assets Advisory
Florida
$94.8M -$4.03M -4% 8.07% 65.6% 155 16.77%
SWG
6052
Summit Wealth Group
Vermont
$94.7M +$9.97M +12% 5.43% 38.4% 31 25.81%
CIM
6053
Caldwell Investment Management
Ontario, Canada
$94.7M +$12.5M +15% 10.9% 178% 30 26.67%
PCM
6054
Perkins Capital Management
Minnesota
$94.7M +$5.36M +6% 9.51% 303% 109 12.84%
BIA
6055
Benchmark Investment Advisors
Illinois
$94.7M +$1.84M +2% 8.05% 103 17.48%
KL
6056
KilterHowling LLC
Colorado
$94.5M +$11.3M +14% 5.29% 42.1% 55 32.73%
KIG
6057
Kessler Investment Group
Indiana
$94.5M -$26.7M -22% 9.88% 218% 201 23.88%
AA
6058
Axiom Advisory
California
$94.5M +$10.4M +12% 3.63% 16.4% 27 7.41%
EG
6059
Ellerson Group
Maryland
$94.4M 17.4% 138% 47
BFP
6060
Brewster Financial Planning
New York
$94.4M +$8.79M +10% 7.01% 40.8% 13 7.69%
CI
6061
Carroll Investors
South Carolina
$94.3M -$29.8M -24% 3.15% 173% 47 25.53%
GFP
6062
Guardian Financial Partners
California
$94.3M +$7.95M +9% 7.47% 50.2% 42 28.57%
SCM
6063
Saber Capital Management
North Carolina
$94.2M -$3.21M -3% 4.34% 19 26.32%
PAA
6064
Peregrine Asset Advisers
Oregon
$94.2M +$9.71M +11% 10.6% 163% 72 43.06%
RCWM
6065
Royal Capital Wealth Management
Indiana
$94.1M +$8.24M +10% 10.8% 75.9% 102 18.63%
TIM
6066
Tevis Investment Management
Texas
$93.9M -$8.91M -9% 13.3% 54.1% 215 63.26%
EWM
6067
Echo Wealth Management
Minnesota
$93.9M +$17.9M +23% 5.49% 41% 49 28.57%
ACM
6068
Alight Capital Management
New York
$93.9M +$15.6M +20% 14.3% 311% 59 71.19%
TPCM
6069
Templeton & Phillips Capital Management
Tennessee
$93.8M 10% 70.2% 20
NMG
6070
New Millennium Group
Utah
$93.7M +$2.97M +3% 7.16% 176% 482 15.77%
HIS
6071
Harvest Investment Services
Illinois
$93.6M +$11.9M +15% 11.8% 223% 143 40.56%
SM
6072
Sensible Money
Arizona
$93.5M 10.7% 52.1% 73
BC
6073
Belmont Capital
California
$93.5M +$8.72M +10% 1.7% 182% 136 12.5%
RSA
6074
River Street Advisors
Illinois
$93.4M 9.72% 88.8% 104
CS
6075
Crescent Sterling
Louisiana
$93.2M 12.9% 58.4% 66