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
4701
Capital Advisory Group Advisory Services
Minnesota
$278M +$16M +6% 185
BFS
4702
Burkett Financial Services
South Carolina
$278M +$32.3M +13% 266
RFP
4703
Roth Financial Partners
Texas
$277M +$24.2M +10% 32
PSC
4704
Patient Square Capital
California
$277M +$35.7M +15% 22
TH
4705
Team Hewins
California
$277M +$20M +8% 38
FFA
4706
Fi3 Financial Advisors
Indiana
$277M +$31M +13% 181
RWM
4707
Revisor Wealth Management
Ohio
$277M +$52.5M +23% 283
WPWM
4708
Windward Private Wealth Management
Kansas
$277M +$20.9M +8% 44
LCAM
4709
Long Corridor Asset Management
Hong Kong
$277M +$141M +103% 23
OFG
4710
Omega Financial Group
California
$277M +$16.7M +6% 91
PH
4711
Pinnacle Holdings
Oklahoma
$277M +$14.1M +5% 262
RW
4712
Rede Wealth
Virginia
$277M -$6.09M -2% 107
DFA
4713
DHJJ Financial Advisors
Illinois
$277M +$28.6M +12% 996
SCA
4714
Sandy Cove Advisors
Massachusetts
$277M +$27.9M +11% 134
MIG
4715
Mariner Investment Group
New York
$277M +$23.7M +9% 67
CCM
4716
Consolidated Capital Management
California
$277M +$35.9M +15% 50
CPW
4717
Crestmont Private Wealth
Texas
$277M +$45.6M +20% 88
RWPA
4718
Richard W. Paul & Associates
Michigan
$277M +$21.6M +8% 357
WF
4719
Whelan Financial
California
$277M +$19.4M +8% 67
TCB
4720
Texas Capital Bancshares
Texas
$276M +$41.5M +18% 84
SPI
4721
Santori & Peters Inc
Pennsylvania
$276M +$28.4M +11% 71
OFA
4722
Oak Family Advisors
Illinois
$276M +$35.6M +15% 97
FPGT
4723
Financial Partners Group (Tennessee)
Tennessee
$276M +$45.9M +20% 95
TC
4724
TFR Capital
Texas
$276M +$35.9M +15% 167
TAM
4725
Townsend Asset Management
North Carolina
$276M +$16.7M +6% 187