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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
3901
Barry Investment Advisors
Massachusetts
$278M -$18.3M -6% 3.49% 57.9% 120 6.67%
NWM
3902
Northwest Wealth Management
Iowa
$278M +$1.96M +0.7% 2.45% 63.4% 157 9.55%
AP
3903
Agilis Partners
Massachusetts
$278M +$21.7M +8% 4.48% 8.47% 23 0%
BCP
3904
BDT Capital Partners
Illinois
$278M -$57.2M -17% 6.93% 25.5% 3 0%
ACG
3905
Arch Capital Group
Bermuda
$277M -$1.75M -0.6% 0.66% 3.08% 3 0%
HGERS
3906
Householder Group Estate & Retirement Specialist
Arizona
$277M 1.84% 1,301
MFGM
3907
Marshall Financial Group (Maryland)
Maryland
$277M -$15.8M -5% 3.22% 63.5% 178 10.67%
OH
3908
Oikos Holdings
New York
$277M +$24.1M +10% 4.35% 5.54% 9 11.11%
PWM
3909
PBMares Wealth Management
Virginia
$277M -$2.28M -0.8% 2.63% 67.7% 171 7.02%
EA
3910
Evergreen Advisors
Tennessee
$277M -$5.76M -2% 3.79% 18 11.11%
KJWM
3911
Kiley Juergens Wealth Management
Washington
$277M -$12.9M -4% 2.97% 106% 75 8%
BCP
3912
Berkeley Capital Partners
Georgia
$277M -$5.37M -2% 4.1% 62.8% 151 9.27%
BP
3913
Bandera Partners
New York
$277M +$41.4M +18% 4.88% 55.4% 19 10.53%
PI
3914
Pennant Investors
New Jersey
$277M -$22.9M -8% 0.91% 372% 18 27.78%
TCCM
3915
Timber Creek Capital Management
Massachusetts
$277M -$13.7M -5% 1.93% 139% 150 17.33%
GU
3916
Georgetown University
District of Columbia
$277M -$8.67M -3% 0.46% 79.9% 23 8.7%
BIC
3917
B&I Capital
Switzerland
$276M -$24M -8% 7.68% 30.5% 30 20%
DC
3918
Defender Capital
North Carolina
$276M -$14.7M -5% 1.87% 83.5% 39 7.69%
WCA
3919
Westover Capital Advisors
Delaware
$276M -$11.8M -4% 2.71% 133% 189 17.46%
SW
3920
Solidarity Wealth
Utah
$276M +$32.9M +14% 3.97% 73.4% 98 20.41%
HAC
3921
Harbor Advisory Corp
New Hampshire
$276M -$7.32M -3% 3.71% 63.2% 90 11.11%
ECM
3922
Engle Capital Management
Connecticut
$276M -$47.4M -15% 0.5% 398% 34 55.88%
WDG
3923
Wealth Dimensions Group
Ohio
$276M +$964K +0.4% 3% 57.1% 138 5.8%
OPA
3924
Old Port Advisors
Maine
$276M 2.9% 106% 206
WA
3925
Wambolt & Associates
Colorado
$276M -$5.47M -2% 1.98% 62.2% 259 10.42%