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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
WG
4026
Watchman Group
Texas
$313M -$17.7M -5% 0.22% 52.9% 88 15.91%
WA
4027
WP Advisors
California
$313M +$8.34M +3% 4.56% 95.5% 110 8.18%
GA
4028
GoalVest Advisory
New York
$313M +$13M +4% 3.99% 86.8% 415 25.54%
MLA
4029
My Legacy Advisors
Oregon
$313M +$14.5M +5% 2.49% 49.1% 219 9.59%
BIC
4030
B&I Capital
Switzerland
$313M -$2.95M -0.9% 3.17% 15.9% 28 14.29%
FC
4031
FCA Corp
Texas
$312M +$3.35M +1% 0.94% 45.4% 188 5.85%
OHCM
4032
Oak Hill Capital Management
New York
$312M -$224M -42% 7.11% 1.19% 1 0%
EECFX
4033
EnCap Energy Capital Fund XI
Texas
$312M -$91.5M -23% 8.55% 21% 1 0%
VIA
4034
Vickerman Investment Advisors
Washington
$312M +$1.5M +0.5% 0.99% 36.7% 65 3.08%
KIC
4035
Keating Investment Counselors
Florida
$312M +$1.02M +0.3% 1.14% 43.7% 84 23.81%
CFO
4036
Colony Family Offices
North Carolina
$311M +$2.34M +0.8% 0.91% 49.6% 70 14.29%
OWA
4037
Opal Wealth Advisors
New York
$311M +$16.6M +6% 0.89% 55.6% 1,276 75.31%
CA
4038
Claar Advisors
New York
$311M +$519K +0.2% 1.77% 63% 25 4%
WCM
4039
Weaver Capital Management
Georgia
$311M +$18.3M +6% 3.25% 187 18.72%
HNB
4040
Hilltop National Bank
Wyoming
$311M +$16.5M +6% 3.45% 850 8.24%
LSWM
4041
Lorne Steinberg Wealth Management
Canada
$311M -$9.57M -3% 2.47% 73.4% 70 4.29%
AU
4042
Algebris (UK)
United Kingdom
$311M +$85.4M +38% 4.11% 19.5% 50 24%
BCCM
4043
Bridge Creek Capital Management
Massachusetts
$311M -$1.66M -0.5% 0.86% 76.5% 104 7.69%
MLFP
4044
MPS Loria Financial Planners
Illinois
$310M +$12.5M +4% 6.23% 66.9% 84 9.52%
ECM
4045
Estuary Capital Management
Minnesota
$310M +$64M +26% 12.7% 20 35%
BFW
4046
Brady Family Wealth
Missouri
$310M +$1.53M +0.5% 1.88% 61.8% 117 0.85%
AA
4047
Addison Advisors
Vermont
$310M +$18.9M +6% 0.6% 42.3% 797 14.68%
WM
4048
Wishbone Management
Illinois
$310M +$26.9M +9% 0.53% 39.1% 5 20%
VP
4049
Verum Partners
North Carolina
$310M +$28.1M +10% 2.05% 53.9% 161 8.07%
SIS
4050
Strategic Investment Solutions
Illinois
$310M 2.37% 629