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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
SAS
3251
Sage Advisory Services
Texas
$396M -$6.29M -2% 4.82% 33.9% 58 18.97%
CSNH
3252
Crow's Nest Holdings
Virginia
$396M +$267M +206% 15.8% 100% 10 10%
EWA
3253
Encompass Wealth Advisors
Oregon
$396M -$14.8M -4% 3.2% 63.2% 380 5.26%
CSC
3254
Cook Street Consulting
Colorado
$396M +$44.2M +13% 18.4% 2 0%
MWA
3255
Monograph Wealth Advisors
California
$396M -$1.58M -0.4% 4.75% 59.7% 92 10.87%
AAM
3256
AR Asset Management
California
$396M +$1.76M +0.4% 0.73% 59.5% 121 6.61%
GFG
3257
Greystone Financial Group
Michigan
$396M -$21.6M -5% 2% 64.8% 96 28.13%
BFIC
3258
Bedell Frazier Investment Counselling
California
$396M -$14.8M -4% 1.21% 72.5% 104 21.15%
BWP
3259
BSW Wealth Partners
Colorado
$396M -$2.69M -0.7% 4.89% 75.4% 309 21.04%
OLA
3260
Oliver Luxxe Assets
New Jersey
$395M +$211K +0.1% 0.23% 141% 226 29.65%
SIC
3261
SFE Investment Counsel
California
$395M +$5.79M +1% 1.44% 78.2% 126 8.73%
JAG
3262
Journey Advisory Group
Kentucky
$395M +$32.9M +9% 3.58% 58.7% 229 14.41%
MIM
3263
Martin Investment Management
Florida
$395M -$8.9M -2% 3.64% 44.7% 53 9.43%
5NCM
3264
59 North Capital Management
Texas
$395M +$56M +17% 5.46% 101% 14 35.71%
EWA
3265
EverSource Wealth Advisors
Alabama
$394M +$37.1M +10% 2.89% 89.7% 1,929 18.46%
SAIG
3266
Semper Augustus Investments Group
Colorado
$393M +$72.9M +23% 15.3% 90.2% 34 8.82%
GIM
3267
Growth Interface Management
Florida
$393M -$560M -59% 21.4% 12% 10 10%
WLIM
3268
White Lighthouse Investment Management
Massachusetts
$393M -$8.14M -2% 4.92% 46.8% 118 5.93%
SDWMA
3269
Schneider Downs Wealth Management Advisors
Pennsylvania
$392M -$26.2M -6% 6.33% 43.5% 163 14.72%
SPP
3270
Single Point Partners
Massachusetts
$392M +$18.9M +5% 5.43% 52.3% 124 33.87%
GU
3271
Georgetown University
District of Columbia
$392M +$112M +40% 15.7% 73.1% 26 38.46%
MC
3272
Martin & Co
Tennessee
$392M -$45.4M -10% 2.64% 57.2% 111 2.7%
SI
3273
Squadra Investments
Brazil
$392M +$206M +110% 1.7% 48.1% 9 44.44%
MAMNY
3274
Marathon Asset Management (New York)
New York
$392M +$156M +66% 9.16% 28.4% 30 40%
SG
3275
Swarthmore Group
Pennsylvania
$392M -$29.1M -7% 3.16% 44.2% 66 27.27%