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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
BIA
3826
Barry Investment Advisors
Massachusetts
$278M -$18.3M -6% 3.49% 57.9% 120 6.67%
NWM
3827
Northwest Wealth Management
Iowa
$278M +$1.96M +0.7% 2.45% 63.4% 157 9.55%
AP
3828
Agilis Partners
Massachusetts
$278M +$21.7M +8% 4.48% 8.47% 23 0%
BCP
3829
BDT Capital Partners
Illinois
$278M -$57.2M -17% 6.93% 49.7% 3 0%
ACG
3830
Arch Capital Group
Bermuda
$277M -$1.75M -0.6% 0.66% 2.15% 3 0%
MFGM
3831
Marshall Financial Group (Maryland)
Maryland
$277M -$15.8M -5% 3.22% 63.5% 178 10.67%
OH
3832
Oikos Holdings
New York
$277M +$24.1M +10% 4.35% 5.54% 9 11.11%
PWM
3833
PBMares Wealth Management
Virginia
$277M -$2.28M -0.8% 2.63% 67.7% 171 7.02%
EA
3834
Evergreen Advisors
Tennessee
$277M -$5.76M -2% 3.79% 18 11.11%
KJWM
3835
Kiley Juergens Wealth Management
Washington
$277M -$12.9M -4% 2.97% 93.3% 75 8%
BCP
3836
Berkeley Capital Partners
Georgia
$277M -$5.37M -2% 4.1% 49.3% 151 9.27%
BP
3837
Bandera Partners
New York
$277M +$41.4M +18% 4.88% 27.6% 19 10.53%
PI
3838
Pennant Investors
New Jersey
$277M -$22.9M -8% 0.91% 359% 18 27.78%
TCCM
3839
Timber Creek Capital Management
Massachusetts
$277M -$13.7M -5% 1.93% 85.7% 150 17.33%
GU
3840
Georgetown University
District of Columbia
$277M -$8.67M -3% 0.46% 73.1% 23 8.7%
BIC
3841
B&I Capital
Switzerland
$276M -$24M -8% 7.68% 15.9% 30 20%
DC
3842
Defender Capital
North Carolina
$276M -$14.7M -5% 1.87% 83.5% 39 7.69%
WCA
3843
Westover Capital Advisors
Delaware
$276M -$11.8M -4% 2.71% 117% 189 17.46%
SW
3844
Solidarity Wealth
Utah
$276M +$32.9M +14% 3.97% 66.2% 98 20.41%
HAC
3845
Harbor Advisory Corp
New Hampshire
$276M -$7.32M -3% 3.71% 49.2% 90 11.11%
ECM
3846
Engle Capital Management
Connecticut
$276M -$47.4M -15% 0.5% 289% 34 55.88%
WDG
3847
Wealth Dimensions Group
Ohio
$276M +$964K +0.4% 3% 57.1% 138 5.8%
WA
3848
Wambolt & Associates
Colorado
$276M -$5.47M -2% 1.98% 62.2% 259 10.42%
CP
3849
Covenant Partners
Tennessee
$275M -$1.4M -0.5% 3.52% 70.3% 200 19.5%
BCFS
3850
Butensky & Cohen Financial Security
Florida
$275M -$2.73M -1% 3.92% 72.2% 96 5.21%