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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
BFIC
3326
Bedell Frazier Investment Counselling
California
$396M -$14.8M -4% 1.21% 72.5% 104 21.15%
BWP
3327
BSW Wealth Partners
Colorado
$396M -$2.69M -0.7% 4.89% 75.4% 309 21.04%
OLA
3328
Oliver Luxxe Assets
New Jersey
$395M +$211K +0.1% 0.23% 137% 226 29.65%
SIC
3329
SFE Investment Counsel
California
$395M +$5.79M +1% 1.44% 105% 126 8.73%
JAG
3330
Journey Advisory Group
Kentucky
$395M +$32.9M +9% 3.58% 66.2% 229 14.41%
MIM
3331
Martin Investment Management
Florida
$395M -$8.9M -2% 3.64% 44.7% 53 9.43%
5NCM
3332
59 North Capital Management
Texas
$395M +$56M +17% 5.46% 81.4% 14 35.71%
EWA
3333
EverSource Wealth Advisors
Alabama
$394M +$37.1M +10% 2.89% 89.7% 1,929 18.51%
SAIG
3334
Semper Augustus Investments Group
Colorado
$393M +$72.9M +23% 15.3% 95.4% 34 8.82%
GIM
3335
Growth Interface Management
Florida
$393M -$560M -59% 21.4% 12% 10 10%
WLIM
3336
White Lighthouse Investment Management
Massachusetts
$393M -$8.14M -2% 4.92% 55.3% 118 5.93%
SDWMA
3337
Schneider Downs Wealth Management Advisors
Pennsylvania
$392M -$26.2M -6% 6.33% 55% 163 14.72%
SPP
3338
Single Point Partners
Massachusetts
$392M +$18.9M +5% 5.43% 52.3% 124 33.87%
GU
3339
Georgetown University
District of Columbia
$392M +$112M +40% 15.7% 79.9% 26 38.46%
MC
3340
Martin & Co
Tennessee
$392M -$45.4M -10% 2.64% 67.8% 111 2.7%
SI
3341
Squadra Investments
Brazil
$392M +$206M +110% 1.7% 1.55% 9 44.44%
MAMNY
3342
Marathon Asset Management (New York)
New York
$392M +$156M +66% 9.16% 490% 30 40%
SG
3343
Swarthmore Group
Pennsylvania
$392M -$29.1M -7% 3.16% 44.2% 66 27.27%
IVMX
3344
Institutional Venture Management XIII
California
$392M +$22.6M +6% 15.4% 5 20%
BCB
3345
Brian C. Broderick
$391M -$24.4M -6% 5.16% 98.6% 78 8.97%
UWPG
3346
Ullmann Wealth Partners Group
Florida
$391M +$16.9M +5% 5.1% 62.2% 92 15.22%
OAM
3347
Occidental Asset Management
California
$391M -$29.9M -7% 4.37% 82.5% 222 20.72%
BCM
3348
Bond Capital Management
California
$391M 24.3% 47.5% 5
PGCM
3349
Prescott Group Capital Management
Oklahoma
$391M -$49.9M -11% 2.89% 148% 220 51.82%
HAM
3350
Harber Asset Management
North Carolina
$391M -$63.7M -14% 7.04% 63.6% 45 51.11%