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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
EWA
2926
Evolution Wealth Advisors
Florida
$497M +$49.5M +11% 12.3% 84.5% 132 12.88%
BT
2927
Brandywine Trust
Delaware
$497M +$82.8M +20% 8.19% 11.9% 30 13.33%
LA
2928
LM Advisors
California
$497M 11.5% 734
NW
2929
Naviter Wealth
Arkansas
$497M +$82.6M +20% 8.91% 67.3% 232 15.52%
FAN
2930
Financial Advisors Network
California
$497M +$51.7M +12% 9.47% 180 11.67%
JCP
2931
JB Capital Partners
New York
$496M +$91.1M +23% 28.3% 149% 77 1.3%
HPA
2932
High Probability Advisors
New York
$496M +$31.7M +7% 9.14% 49.7% 54 5.56%
OBWG
2933
Onyx Bridge Wealth Group
New York
$496M +$67.7M +16% 9.43% 67.4% 267 17.98%
VHMC
2934
Value Holdings Management Company
New York
$495M +$41.7M +9% 10.2% 112% 28 3.57%
OMC
2935
Overbrook Management Corp
New York
$495M +$65.3M +15% 14.1% 117% 69 11.59%
SG
2936
Strid Group
Pennsylvania
$495M +$16.3M +3% 5.12% 50.4% 54 16.67%
TFM
2937
TFC Financial Management
Massachusetts
$495M +$75.6M +18% 9.61% 60% 743 20.86%
MGI
2938
MayTech Global Investments
New York
$494M +$64.8M +15% 16.9% 158% 31 9.68%
LSC
2939
Logan Stone Capital
Illinois
$494M +$129M +35% 11.9% 34.1% 185 38.92%
CCG
2940
Chatham Capital Group
Georgia
$494M +$45.8M +10% 10.3% 89.9% 188 6.38%
FL
2941
Fourthstone LLC
Missouri
$494M +$53.2M +12% 32.2% 60.1% 106 45.28%
GKFF
2942
George Kaiser Family Foundation
Oklahoma
$494M -$36.8M -7% 11.3% 75.9% 41 53.66%
VCM
2943
Virtue Capital Management
Tennessee
$493M -$94M -16% 9.01% 61.9% 434 36.18%
CAM
2944
Columbia Asset Management
Michigan
$493M +$40.3M +9% 12.1% 84.4% 168 5.36%
RAM
2945
Ramirez Asset Management
New York
$493M +$28.2M +6% 7.95% 404 11.63%
FFWA
2946
FRG Family Wealth Advisors
Washington
$493M +$50.4M +11% 13.5% 76.4% 146 8.22%
CA
2947
Capital Advantage
California
$493M +$26.3M +6% 7.02% 44.4% 43 9.3%
PRCP
2948
Pacific Ridge Capital Partners
Oregon
$492M +$61.1M +14% 19.5% 112% 142 7.75%
ACM
2949
Academy Capital Management
Texas
$492M +$20.6M +4% 11.5% 71.3% 35 11.43%
EHI
2950
Eagle Health Investments
Connecticut
$492M +$38.3M +8% 15.7% 165% 25 20%