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
4376
Capital Advisory Group Advisory Services
Minnesota
$230M -$45.5M -17% 560
EHWM
4377
Eads & Heald Wealth Management
Georgia
$230M +$23M +11% 148
WTFG
4378
Wells Trecaso Financial Group
Ohio
$230M +$20.3M +10% 90
SG
4379
Stagwell Group
Florida
$230M 1
MCM
4380
Moerus Capital Management
New York
$230M +$14.2M +7% 13
WAAG
4381
Wealth Alliance Advisory Group
Kansas
$230M +$26M +13% 172
AWMT
4382
AAFMAA Wealth Management & Trust
North Carolina
$230M +$18.9M +9% 71
TA
4383
TFG Advisers
Michigan
$229M +$22.9M +11% 206
AC
4384
AlphaCore Capital
California
$229M +$32.1M +16% 142
LAM
4385
Lapides Asset Management
Connecticut
$229M -$11.9M -5% 86
HCM
4386
HMS Capital Management
Tennessee
$229M +$17.3M +8% 122
IWMA
4387
Ironwood Wealth Management (Arizona)
Arizona
$229M +$16.9M +8% 53
PIC
4388
Portland Investment Counsel
Ontario, Canada
$229M +$9.84M +4% 39
KA
4389
Kercheville Advisors
Texas
$229M +$18.1M +9% 127
AVAI
4390
Atlas Venture Associates IX
Massachusetts
$229M -$71.8M -24% 7
RG
4391
Retirement Group
California
$229M +$11.6M +5% 780
T2I
4392
Turim 21 Investimentos
Brazil
$229M +$12.7M +6% 117
SI
4393
SimpliFi Inc
California
$229M +$6.26M +3% 33
LPWM
4394
Lake Point Wealth Management
Texas
$229M +$11.9M +5% 507
GAAM
4395
Guinness Atkinson Asset Management
California
$229M +$13.7M +6% 95
KFO
4396
Kopp Family Office
Minnesota
$229M -$23.2M -9% 14
VAG
4397
VisionPoint Advisory Group
Texas
$229M +$4.5M +2% 111
SPG
4398
Snow Phipps Group
New York
$229M +$100M +78% 2
GCA
4399
GSI Capital Advisors
California
$229M +$28.1M +14% 40
CC
4400
Caspian Capital
New York
$228M 26