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
SWMG
3851
Strategic Wealth Management Group
Maryland
$231M +$25.5M +12% 136
ECA
3852
Elevated Capital Advisors
Utah
$231M +$17.4M +8% 168
FCFC
3853
First Commonwealth Financial Corp
Pennsylvania
$230M +$16.4M +8% 164
OPA
3854
Old Port Advisors
Maine
$230M +$27.6M +14% 196
CCM
3855
Cutler Capital Management
Massachusetts
$230M +$46.3M +25% 97
DC
3856
Defender Capital
North Carolina
$230M +$26.7M +13% 35
SCA
3857
Stokes Capital Advisors
South Carolina
$230M +$21.7M +10% 70
SWM
3858
Shakespeare Wealth Management
Wisconsin
$230M +$39.6M +21% 70
SFA
3859
Souders Financial Advisors
Ohio
$230M +$17.9M +8% 116
FA
3860
Forefront Analytics
Pennsylvania
$229M +$15.1M +7% 63
FA
3861
Faithward Advisors
Pennsylvania
$229M -$184M -45% 231
SAIG
3862
Semper Augustus Investments Group
Colorado
$229M +$33.9M +17% 30
HPC
3863
Hobart Private Capital
North Carolina
$228M +$34.6M +18% 161
SPC
3864
Stony Point Capital
New York
$228M +$28M +14% 31
SFG
3865
Summit Financial Group
West Virginia
$228M +$26.9M +13% 166
WCM
3866
WealthBridge Capital Management
Ohio
$228M +$33.5M +17% 150
CF
3867
Corrigan Financial
Rhode Island
$228M +$27.5M +14% 71
FC
3868
Full18 Capital
Connecticut
$228M 87
AIC
3869
Argus Investors Counsel
New York
$228M -$13.8M -6% 74
PWA
3870
Peterson Wealth Advisors
Utah
$227M +$32M +16% 50
BA
3871
Bellwether Advisors
Nebraska
$227M 345
CNC
3872
Citizens & Northern Corp
Pennsylvania
$227M +$39.3M +21% 101
FWM
3873
Fairhaven Wealth Management
Illinois
$227M +$58.2M +34% 122
CIC
3874
Chase Investment Counsel
Virginia
$227M +$26.3M +13% 112
AIM
3875
AMI Investment Management
Indiana
$227M +$28.7M +14% 74