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
4976
Capital Advisory Group Advisory Services
Minnesota
$211M +$24.3M +13% 146
S
4977
Sachetta
Massachusetts
$211M +$6.06K +0% 1,151
SFG
4978
Sterling Financial Group
California
$211M +$42.1M +25% 68
WAOTB
4979
Wealth Advisors of Tampa Bay
Florida
$210M +$11.4M +6% 86
MF
4980
Montis Financial
Massachusetts
$210M +$42.3M +25% 84
WGCA
4981
Wolf Group Capital Advisors
Virginia
$210M -$430K -0.2% 104
CFGA
4982
Cambridge Financial Group (Arizona)
Arizona
$210M +$18.7M +10% 130
PWA
4983
PCG Wealth Advisors
Kansas
$210M +$31.3M +17% 119
MC
4984
Magnitude Capital
New York
$210M -$15.4M -7% 1
RA
4985
Ruggaard & Associates
Ohio
$210M +$21.3M +11% 122
BWM
4986
Biltmore Wealth Management
Arizona
$210M $0 0% 53
TFCM
4987
Taylor Frigon Capital Management
Arizona
$210M +$10.7M +5% 89
ATIA
4988
American Trust Investment Advisors
New Hampshire
$210M +$17.4M +9% 92
HB
4989
Horizon Bancorp
Indiana
$210M +$5.37M +3% 252
SIC
4990
Samalin Investment Counsel
New York
$210M +$11.9M +6% 292
HA
4991
HC Advisors
Georgia
$210M +$31.2M +17% 95
SI
4992
Saxon Interests
Texas
$210M +$9.99M +5% 211
ACM
4993
Altai Capital Management
California
$210M -$5.67M -3% 7
GWM
4994
Grand Wealth Management
Michigan
$210M +$25.5M +14% 78
CRI
4995
Commonwealth Retirement Investments
Virginia
$209M +$20.7M +11% 90
RWP
4996
Reliant Wealth Planning
Kentucky
$209M +$3.09M +1% 21
TL
4997
Tradewinds LLC
North Carolina
$209M 89
HPM
4998
Hoxton Planning & Management
West Virginia
$209M +$20.3M +11% 173
BSA
4999
Bull Street Advisors
Georgia
$209M +$11.3M +6% 92
CWM
5000
Capital Wealth Management
Rhode Island
$209M +$12.6M +6% 46