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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
7476
Cypress Advisory Group
Arizona
$136M +$1.09M +0.8% 3.24% 74 12.16%
SA
7477
Sacks & Associates
New Jersey
$136M 1.99% 79
MFF
7478
Michels Family Financial
Texas
$136M +$7.7M +6% 2.43% 138 4.35%
HGP
7479
Haven Global Partners
Georgia
$136M -$3.44M -2% 7.64% 11 9.09%
RM
7480
Redpoint Management
California
$136M -$30.2M -18% 9.61% 20.6% 5 40%
AI
7481
Axos Invest
Nevada
$136M +$2.54M +2% 1.94% 24 16.67%
PIA
7482
Pollock Investment Advisors
Michigan
$136M +$8.32M +7% 1.05% 41 2.44%
KCM
7483
Kennondale Capital Management
Virginia
$136M +$5.32M +4% 4.37% 88 12.5%
BCM
7484
Barrier Capital Management
California
$136M +$837K +0.6% 3.03% 216% 20 65%
SA
7485
Seneschal Advisors
Washington
$136M -$1.97M -1% 1.27% 619 9.53%
VW
7486
Vantus Wealth
Pennsylvania
$136M 3.16% 196
AGA
7487
Accuvest Global Advisors
Utah
$136M -$24.7M -15% 4.84% 130% 102 50%
LFS
7488
Littlejohn Financial Services
Oregon
$136M -$1.45M -1% 1.7% 68 25%
SM
7489
Soapstone Management
Maryland
$136M -$11.6M -8% 5.46% 30.3% 15 26.67%
WH
7490
Wallace Hart
Kentucky
$136M -$270K -0.2% 2.74% 65 41.54%
CFWMA
7491
Center for Wealth Management Advisory
Ohio
$136M 2.57% 61
SPWM
7492
Spartan Planning & Wealth Management
North Carolina
$136M +$7.48M +6% 4.37% 95 36.84%
NA
7493
Networth Advisors
Pennsylvania
$135M 1.84% 385
FFG
7494
Fortress Financial Group
Minnesota
$135M +$5.03M +4% 2.45% 87 12.64%
CC
7495
Clearwave Capital
California
$135M 3.31% 138
BGI
7496
B Group Inc
Texas
$135M -$514K -0.4% 85.2% 22 36.36%
WF
7497
Womack Financial
Texas
$135M +$3.66M +3% 3.61% 70 8.57%
WW
7498
Winnow Wealth
Texas
$135M +$7.64M +6% 1.25% 662 24.62%
PIC
7499
Platt Investment Counsel
Florida
$135M +$8.36M +7% 1.34% 58.9% 13 15.38%
CH
7500
CVS Health
Rhode Island
$135M +$32.4M +32% 1.72% 48.7% 9 66.67%