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
CAGAS
3751
Capital Advisory Group Advisory Services
Minnesota
$193M +$14M +8% 547
AWAM
3752
Appian Way Asset Management
New York
$193M +$29.6M +18% 69
CSUI
3753
Cincinnati Specialty Underwriters Insurance
Ohio
$193M +$10.9M +6% 39
TWP
3754
Total Wealth Planning
Ohio
$193M +$12.2M +7% 41
PGWM
3755
Parisi Gray Wealth Management
New Jersey
$192M +$18M +10% 124
AIC
3756
Archer Investment Corporation
Indiana
$192M +$15.1M +9% 706
PSC
3757
Prentiss Smith & Co
Vermont
$192M +$29.8M +18% 70
OFS
3758
OneAscent Financial Services
Alabama
$192M +$42.1M +28% 208
EPP
3759
ETF Portfolio Partners
Kansas
$191M +$8.17M +4% 41
NRCM
3760
Northern Right Capital Management
Connecticut
$191M +$29M +18% 47
CCM
3761
Clearfield Capital Management
New York
$191M +$5.84M +3% 18
KIC
3762
Keating Investment Counselors
Florida
$191M +$9.46M +5% 60
CCM
3763
Consolidated Capital Management
California
$191M +$22.7M +14% 32
FRI
3764
FountainCap Research & Investment
China
$191M +$27M +16% 7
FLA
3765
Financial Life Advisors
Texas
$191M +$21.8M +13% 48
CHJWM
3766
Carlton Hofferkamp & Jenks Wealth Management
Texas
$191M +$15.5M +9% 115
AFAS
3767
Acorn Financial Advisory Services
Virginia
$191M +$47.3M +33% 201
UCMOK
3768
United Capital Management of KS
Kansas
$191M +$19.3M +11% 90
PWP
3769
Personal Wealth Partners
Minnesota
$191M +$8.22M +5% 70
CIM
3770
Corbyn Investment Management
Maryland
$191M +$19.5M +11% 57
VEA
3771
Virtus ETF Advisers
New York
$191M -$20.5M -10% 450
MIM
3772
Montgomery Investment Management
Maryland
$191M +$6.44M +3% 85
RFWA
3773
RPg Family Wealth Advisory
Massachusetts
$191M +$26.6M +16% 293
HWA
3774
Heritage Way Advisors
Illinois
$190M +$19.3M +11% 68
SCM
3775
Shah Capital Management
North Carolina
$190M +$24.2M +15% 11