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
CWAG
4326
Compton Wealth Advisory Group
Virginia
$213M -$1.38M -0.6% 72
CPWM
4327
Cardinal Point Wealth Management
California
$213M -$8.64M -4% 47
CCM
4328
Consolidated Capital Management
California
$213M -$3.91M -2% 42
LFS
4329
Legacy Financial Strategies
Kansas
$213M +$3.83M +2% 64
PAMI
4330
Perseverance Asset Management International
Cayman Islands
$212M -$99.3M -32% 20
IWMA
4331
Ironwood Wealth Management (Arizona)
Arizona
$212M +$39M +22% 51
NSB
4332
Norway Savings Bank
Maine
$212M +$7.09M +3% 335
HWC
4333
Hill Winds Capital
New York
$212M +$23.7M +13% 62
AFS
4334
Axiom Financial Strategies
Indiana
$212M -$4.67M -2% 81
JWM
4335
Jupiter Wealth Management
Colorado
$212M +$3.19M +2% 98
SC
4336
Sawyer & Company
Massachusetts
$212M -$2.21M -1% 188
HCM
4337
HMS Capital Management
Tennessee
$212M -$9.59M -4% 134
SEEDPG
4338
S.E.E.D. Planning Group
New York
$212M +$8.85M +4% 97
CGI
4339
Calixto Global Investors
Florida
$212M +$41.4M +24% 12
SHWM
4340
Smith & Howard Wealth Management
Georgia
$212M +$1.31M +0.6% 70
PFT
4341
Providence First Trust
Arizona
$212M -$698K -0.3% 82
AGA
4342
Accuvest Global Advisors
Utah
$212M +$12.6M +6% 133
KWA
4343
KCS Wealth Advisory
California
$211M -$985K -0.5% 154
ECM
4344
EII Capital Management
New York
$211M -$1.29M -0.6% 193
SAM
4345
Soditic Asset Management
United Kingdom
$211M +$13.1M +7% 19
BU
4346
Builders Union
United Kingdom
$211M +$13.6M +7% 12
GP
4347
Geneva Partners
Wisconsin
$211M -$7.28M -3% 114
DL
4348
DOHJ LLC
Washington
$211M +$21M +11% 116
NC
4349
Nokomis Capital
Texas
$211M -$43.2M -17% 68
KA
4350
Kercheville Advisors
Texas
$211M -$4.88M -2% 125