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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
OPWM
4301
Oakwell Private Wealth Management
Texas
$220M +$10.2M +5% 6.12% 50.1% 63 7.94%
PC
4302
Pecaut & Co
Iowa
$220M +$8.9M +4% 4.32% 65.2% 116 12.07%
CHJWM
4303
Carlton Hofferkamp & Jenks Wealth Management
Texas
$219M -$8.45M -4% 3.4% 58.2% 138 6.52%
RG
4304
Retirement Group
California
$219M +$12.9M +6% 4.03% 33.7% 777 11.33%
RFN
4305
RDA Financial Network
Iowa
$219M +$20.3M +10% 8.15% 82.1% 232 12.93%
PWS
4306
Peloton Wealth Strategists
Indiana
$219M +$11.2M +5% 5.39% 41.1% 92 10.87%
PIC
4307
Portland Investment Counsel
Ontario, Canada
$219M +$42.5M +24% 0.06% 104% 41 21.95%
WCM
4308
Weik Capital Management
Pennsylvania
$219M +$4.55M +2% 4.17% 67.4% 104 7.69%
PL
4309
Polianta Ltd
Jersey
$219M +$84.3M +63% 3.66% 31.6% 97 53.61%
CCA
4310
Cadent Capital Advisors
Oklahoma
$219M +$15.5M +8% 0.28% 106% 151 18.54%
FWM
4311
ForthRight Wealth Management
Georgia
$218M +$22.9M +12% 3.81% 36.6% 59 16.95%
ECA
4312
Endeavour Capital Advisors
Connecticut
$218M -$154M -41% 18.2% 72% 46 26.09%
WCG
4313
Weaver Consulting Group
California
$218M +$22.3M +11% 4.89% 50.5% 190 12.11%
SHFA
4314
SS&H Financial Advisors
Michigan
$218M +$8.26M +4% 5.3% 120 7.5%
GAMC
4315
Garner Asset Management Corp
Texas
$218M +$9.75M +5% 9.39% 68.1% 168 7.14%
RWA
4316
Roberts Wealth Advisors
California
$218M +$10.8M +5% 8.78% 73.2% 86 4.65%
CFC
4317
Coyle Financial Counsel
Illinois
$217M +$9.66M +5% 6.9% 46.8% 61 6.56%
WFA
4318
Websterrogers Financial Advisors
South Carolina
$217M +$10.9M +5% 4.31% 42.9% 61 1.64%
RWPA
4319
Richard W. Paul & Associates
Michigan
$217M +$18.6M +9% 8.48% 55.4% 572 8.57%
MA
4320
Modus Advisors
Minnesota
$217M +$10.7M +5% 6.76% 69.8% 106 7.55%
RAG
4321
RIA Advisory Group
Iowa
$217M +$44.6M +26% 3.03% 143 48.95%
BCIM
4322
Bishop & Co Investment Management
Pennsylvania
$217M +$11.2M +5% 5.04% 47.6% 24 0%
AB
4323
Atlas Brown
Kentucky
$217M +$13.4M +7% 6.93% 102% 180 7.22%
AFG
4324
Altiora Financial Group
Ohio
$217M +$16.4M +8% 3.81% 33.3% 53 7.55%
VC
4325
Veracity Capital
Georgia
$217M +$8.06M +4% 6.02% 140% 217 17.51%