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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
EGWAG
3501
Elwood & Goetz Wealth Advisory Group
Georgia
$463M +$53.4M +13% 9.35% 40.7% 117 18.8%
TI
3502
TrueMark Investments
Illinois
$463M +$81M +21% 4.97% 251 64.94%
WPP
3503
Whalerock Point Partners
Rhode Island
$463M +$41.3M +10% 11.7% 92.1% 192 6.77%
AFFA
3504
ALM First Financial Advisors
Texas
$462M +$24.8M +6% 5.87% 43.5% 23 0%
OCM
3505
Ovata Capital Management
Hong Kong
$462M +$199M +75% 16% 69.1% 57 52.63%
RCM
3506
Requisite Capital Management
Texas
$462M +$18.7M +4% 5.76% 31.7% 96 18.75%
KI
3507
Kapitalo Investimentos
Brazil
$461M -$31.7M -6% 16.3% 58.1% 171 81.29%
SOCM
3508
SR One Capital Management
Pennsylvania
$461M +$72.1M +19% 18.4% 485% 13 7.69%
RIG
3509
Renaissance Investment Group
Massachusetts
$461M +$49M +12% 16.1% 99.6% 80 11.25%
LMGAM
3510
Liberty Mutual Group Asset Management
Massachusetts
$461M +$160M +53% 14% 46.4% 24 50%
BWP
3511
Bernardo Wealth Planning
Pennsylvania
$461M +$42.6M +10% 7.45% 50.7% 126 15.87%
MKA
3512
M. Kulyk & Associates
Georgia
$460M +$23.2M +5% 8.12% 52.3% 110 10%
EA
3513
Eclectic Associates
California
$460M +$86.8M +23% 8.11% 49.7% 125 5.6%
VAG
3514
VisionPoint Advisory Group
Texas
$460M +$168M +58% 8.66% 74.2% 376 50.27%
TCMV
3515
Technology Crossover Management VIII
California
$460M -$10.2M -2% 1.92% 59.7% 6 16.67%
III
3516
Independent Investors Inc
New York
$459M -$12.2M -3% 1.42% 61.6% 70 4.29%
RBCM
3517
Raub Brock Capital Management
California
$459M +$11.1M +2% 8.77% 56.3% 45 28.89%
MWP
3518
Madison Wealth Partners
Wisconsin
$458M +$53.1M +13% 9.77% 55.3% 178 14.04%
OSNBOA
3519
Old Second National Bank of Aurora
Illinois
$458M +$33.3M +8% 12.1% 89.5% 322 10.87%
LS
3520
Liquid Strategies
Georgia
$458M -$73.3M -14% 7.55% 46.8% 14 50%
SPP
3521
Single Point Partners
Massachusetts
$457M +$31.2M +7% 7.41% 52.3% 93 11.83%
MC
3522
Montag & Caldwell
Georgia
$457M +$25.8M +6% 12.9% 91.3% 135 19.26%
MIP
3523
Marietta Investment Partners
Wisconsin
$457M +$41.8M +10% 15.2% 125% 165 12.12%
BCA
3524
Boundary Creek Advisors
New York
$457M +$80.9M +22% 13.4% 15% 21 71.43%
SA
3525
Sycale Advisors
New York
$457M +$93.6M +26% 16.8% 16% 26 23.08%