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
3826
Capital Advisory Group Advisory Services
Minnesota
$150M +$377K +0.3% 466
CAAS
3827
Capital Asset Advisory Services
Michigan
$150M +$20.4M +16% 118
BC
3828
Birchview Capital
Vermont
$150M -$14.4M -9% 55
JAM
3829
JLP Asset Management
New York
$150M -$2.76M -2% 31
AWMS
3830
Advocacy Wealth Management Services
Georgia
$150M +$11.7M +8% 192
AF
3831
Aldebaran Financial
$150M +$5.07M +4% 96
AIM
3832
Aspen Investment Management
Michigan
$150M -$2.21M -1% 136
SC
3833
Scholtz & Company
Connecticut
$150M -$4.69M -3% 64
SFC
3834
SYM Financial Corp
Indiana
$150M -$6.15M -4% 76
1NWS
3835
1 North Wealth Services
Maryland
$150M 355
UTC
3836
Unified Trust Company
Kentucky
$150M +$5.88M +4% 60
BT
3837
Brandywine Trust
Delaware
$149M +$7.93M +6% 42
MS
3838
Mizuho Securities
Japan
$149M +$72.5M +94% 181
CA
3839
Continuum Advisory
Idaho
$149M +$3.78M +3% 136
CAM
3840
Crown Advisors Management
California
$149M +$4.93M +3% 55
AFA
3841
Alta Fundamental Advisers
New York
$149M -$4.17M -3% 21
CWM
3842
Cedar Wealth Management
California
$149M -$5.27M -3% 177
CGI
3843
Cougar Global Investments
Ontario, Canada
$149M +$1.64M +1% 19
PCM
3844
Peak Capital Management
Colorado
$149M +$2.52M +2% 24
PSC
3845
Prentiss Smith & Co
Vermont
$149M -$4.09M -3% 64
NCM
3846
Next Capital Management
New York
$149M -$40K -0% 915
DCM
3847
Delta Capital Management
New Jersey
$149M -$9.62M -6% 65
SCM
3848
Springhouse Capital Management
Connecticut
$149M -$28.6M -16% 21
OWM
3849
Opes Wealth Management
California
$149M +$2.44M +2% 53
HBWM
3850
Hollow Brook Wealth Management
New York
$149M +$38.5M +35% 57