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
5076
Capital Advisory Group Advisory Services
Minnesota
$187M +$10.4M +6% 157
RGF
5077
Retirement Guys Formula
Ohio
$187M +$42.8M +30% 132
WFS
5078
Weitzel Financial Services
Iowa
$186M +$15.2M +9% 39
SFMG
5079
Sage Financial Management Group
Virginia
$186M +$20.1M +12% 45
NVCHI
5080
New Vernon Capital Holdings II
New Jersey
$186M +$71M +62% 83
CB
5081
CNB Bank
Pennsylvania
$186M +$16.4M +10% 509
WS
5082
Wela Strategies
Georgia
$186M +$18.9M +11% 51
B
5083
Braslyn
Bahamas
$186M 3
AC
5084
AMANSA Capital
Singapore
$186M +$107M +135% 3
PWMG
5085
Provence Wealth Management Group
California
$186M +$23M +14% 487
WAM
5086
Westport Asset Management
Connecticut
$186M +$16.3M +10% 73
SAS
5087
Stelac Advisory Services
New York
$186M +$2.3M +1% 106
FI
5088
FIDELIS iM
Oregon
$186M +$15M +9% 17
ACM
5089
Anfield Capital Management
California
$186M -$24.2M -12% 85
IA
5090
IMZ Advisory
Florida
$186M 34
EPW
5091
Evergreen Private Wealth
Colorado
$185M 225
LIA
5092
Luken Investment Analytics
Tennessee
$185M +$12.9M +7% 141
AFS
5093
Amtrust Financial Services
New York
$185M +$17M +10% 15
AWM
5094
Act Wealth Management
Texas
$185M +$36.4M +24% 47
HIS
5095
Horizon Investment Services
Indiana
$185M +$18.9M +11% 121
HCA
5096
Hyperion Capital Advisors
New York
$185M +$2.71M +1% 67
DJC
5097
Daily Journal Corp
California
$185M +$26.4M +17% 4
LCM
5098
Leisure Capital Management
California
$185M +$11.1M +6% 140
MAWCM
5099
Mine & Arao Wealth Creation & Management
California
$185M +$20.5M +12% 330
GF
5100
Genesis Fortune
Cayman Islands
$185M 1