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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
EWM
2501
Evermay Wealth Management
Virginia
$761M +$101M +15% 2.17% 56.2% 612 11.76%
BWP
2502
Barlow Wealth Partners
Kentucky
$761M -$28.8M -4% 1.8% 146 15.07%
EBSAM
2503
Eubel Brady & Suttman Asset Management
Ohio
$760M +$1.66M +0.2% 1.71% 40.2% 96 11.46%
JWM
2504
JGP Wealth Management
Oregon
$760M -$13.8M -2% 0.53% 78.2% 192 9.38%
BBI
2505
Baxter Bros Inc
Connecticut
$759M -$5.27M -0.7% 2.27% 73.8% 159 8.18%
CFG
2506
Cooper Financial Group
California
$759M -$71.3M -9% 3.08% 78.6% 416 16.11%
CAL
2507
Capital Advisors Ltd
Ohio
$759M -$34.2M -4% 3.12% 54.2% 1,637 13.99%
CM
2508
Columbus Macro
Pennsylvania
$759M +$37.7M +5% 2.58% 46.8% 213 9.86%
BFC
2509
Banc Funds Company
Illinois
$758M -$148M -16% 4.48% 69% 126 10.32%
USGIU
2510
U.S. Global Investors (USGI)
Texas
$757M -$251M -25% 9.93% 119% 157 30.57%
MGAM
2511
McGowan Group Asset Management
Texas
$756M +$9.18M +1% 2.26% 69.8% 132 12.88%
IWA
2512
IBEX Wealth Advisors
New Jersey
$756M -$93.1M -11% 1.17% 221% 221 52.49%
TCOT
2513
Trust Company of Toledo
Ohio
$755M -$7.26M -1% 0.31% 93.8% 246 7.32%
VC
2514
Vivo Capital
California
$755M -$138M -15% 19.7% 7,491% 43 13.95%
SOW
2515
State of Wyoming
Wyoming
$754M -$29.6M -4% 4.33% 131% 1,898 30.93%
CRCM
2516
Cat Rock Capital Management
Connecticut
$754M -$11.5M -1% 5.21% 66.7% 16 18.75%
JTWM
2517
Jackson Thornton Wealth Management
Alabama
$753M -$38M -5% 1.01% 64.4% 109 27.52%
UWPG
2518
Ullmann Wealth Partners Group
Florida
$753M -$22.3M -3% 2.5% 62.2% 145 11.03%
EA
2519
Emerald Advisors
Washington
$752M +$26.8M +4% 2.44% 78.4% 99 12.12%
OQS
2520
Occudo Quantitative Strategies
Florida
$752M +$197M +36% 4.37% 94.6% 972 68.21%
RB
2521
Rodgers Brothers
Pennsylvania
$751M -$15.6M -2% 1.08% 108% 244 9.84%
TFA
2522
Teamwork Financial Advisors
Texas
$751M -$18.9M -2% 3.45% 126% 204 28.92%
OCMI
2523
Oaktop Capital Management II
New Jersey
$751M -$50M -6% 3.28% 451% 15 0%
NAM
2524
NTV Asset Management
West Virginia
$751M -$7.59M -1% 0.49% 97.8% 287 10.8%
JCM
2525
Jag Capital Management
Missouri
$751M +$33.3M +5% 5.78% 230% 150 19.33%