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
3801
Capital Advisory Group Advisory Services
Minnesota
$138M +$1.54M +1% 394
G
3802
Gainplan
Michigan
$138M +$59.7M +76% 25
PWS
3803
Peloton Wealth Strategists
Indiana
$138M +$5.31M +4% 66
PIA
3804
Peachtree Investment Advisors
Georgia
$138M +$4.99M +4% 77
WFG
3805
Wills Financial Group
Virginia
$138M +$2.98M +2% 70
TP
3806
Truvvo Partners
New York
$138M -$132M -49% 94
PAM
3807
Peninsula Asset Management
Florida
$138M +$1.22M +0.9% 46
CCM
3808
Copernicus Capital Management
California
$138M +$12.3M +10% 25
SAM
3809
Sheffield Asset Management
Illinois
$138M -$88.5M -39% 25
TFCM
3810
Taylor Frigon Capital Management
Arizona
$138M +$9.03M +7% 88
TCMV
3811
Technology Crossover Management V
California
$137M +$20.4M +17% 2
BWM
3812
BigSur Wealth Management
Florida
$137M -$2.95M -2% 112
CC
3813
Caldera Capital
Texas
$137M +$25.8M +23% 22
FFG
3814
Ford Financial Group
California
$137M +$9.29M +7% 47
ACP
3815
Aquiline Capital Partners
New York
$137M -$10.2M -7% 1
PC
3816
Pecaut & Co
Iowa
$137M +$5.44M +4% 68
VDFA
3817
Vickerman & Driscoll Financial Advisors
Washington
$137M +$1.58M +1% 115
AWA
3818
Artemis Wealth Advisors
New York
$137M +$8.61M +7% 32
SCA
3819
Strategic Capital Advisers
Colorado
$137M +$35.4M +35% 67
AIM
3820
Advantage Investment Management
Iowa
$137M -$125M -48% 1,093
CA
3821
Continuum Advisory
Idaho
$137M +$17.1M +14% 160
IAMOG
3822
Investors Asset Management of Georgia
Georgia
$137M +$1.38M +1% 153
HWA
3823
Heritage Way Advisors
Illinois
$137M +$7.85M +6% 64
OA
3824
Opes Advisors
California
$136M +$12.7M +10% 51
BP
3825
Broadleaf Partners
Ohio
$136M +$6.52M +5% 54