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
FWA
5976
Flagship Wealth Advisors
Massachusetts
$170M 377
CIG
5977
Cairn Investment Group
Washington
$170M -$10.8M -6% 72
MAWAG
5978
Mid-American Wealth Advisory Group
Missouri
$170M +$10.8M +7% 56
FBC
5979
Fairfield, Bush & Co
Connecticut
$170M +$1.92M +1% 117
KTC
5980
Kentucky Trust Company
Kentucky
$170M 303
EECFV
5981
EnCap Energy Capital Fund VIII
Texas
$170M +$13.7M +9% 4
PCP
5982
Pacific Capital Partners
$170M -$678K -0.4% 57
ATC
5983
Advantage Trust Company
Kansas
$170M +$22.7M +15% 191
HWMT
5984
Heritage Wealth Management (Texas)
Texas
$170M -$2.62M -2% 39
CASB
5985
Cape Ann Savings Bank
Massachusetts
$170M -$2.53M -1% 91
PBO
5986
Peoples Bank (Ohio)
Ohio
$170M -$26M -13% 127
RFA
5987
Resurgent Financial Advisors
Georgia
$170M -$1.11M -0.6% 187
MAG
5988
Mayfair Advisory Group
Alabama
$170M +$11.2M +7% 169
MIM
5989
Marshall Investment Management
Colorado
$170M 135
JIM
5990
JCP Investment Management
Texas
$170M +$49.1M +41% 19
KSWWM
5991
Keyes Stange & Wooten Wealth Management
Florida
$170M +$1.17M +0.7% 76
WI
5992
Westbourne Investments
Virginia
$170M 125
CC
5993
Carlson Capital
Texas
$170M +$3.68M +2% 34
TS
5994
Twin Securities
New York
$170M +$84M +98% 18
LHA
5995
Little Harbor Advisors
Massachusetts
$169M +$8.47M +5% 7
VIPI
5996
Vista Investment Partners II
Indiana
$169M 127
KFP
5997
Keener Financial Planning
Texas
$169M +$16.6M +11% 199
EWM
5998
Evergreen Wealth Management
Michigan
$169M +$3.04M +2% 54
AWA
5999
Aletheian Wealth Advisors
Washington
$169M -$2.1M -1% 84
BMA
6000
Brooks Moore & Associates
Tennessee
$169M -$199K -0.1% 97