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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
BA
4301
Ballast Advisors
Minnesota
$363M +$23.7M +7% 7.38% 66.7% 188 14.89%
EWM
4302
EPG Wealth Management
Georgia
$363M +$30M +9% 7.84% 96% 329 8.51%
AWC
4303
Adamsbrown Wealth Consultants
Kansas
$363M +$18.2M +5% 5.86% 55.8% 119 12.61%
CFS
4304
CGC Financial Services
Oregon
$363M +$66.5M +22% 5.6% 41.1% 350 7.43%
WCM
4305
Windsor Capital Management
Arizona
$362M +$19.2M +6% 5.44% 46.1% 122 2.46%
T
4306
TrueFG
Texas
$362M +$25.5M +8% 6.33% 51.4% 67 14.93%
PC
4307
Packer & Co
Australia
$362M 7.24% 7
SC
4308
Sagil Capital
United Kingdom
$362M +$124M +52% 24.8% 104% 27 66.67%
EL
4309
EWA LLC
Pennsylvania
$361M +$43.6M +14% 9.28% 102% 247 18.22%
RC
4310
Rovin Capital
Arizona
$361M +$31.1M +9% 5.98% 63.8% 201 10.45%
WCA
4311
Whetstone Capital Advisors
Kansas
$361M +$7.14M +2% 5.83% 282% 63 60.32%
CA
4312
CV Advisors
Florida
$361M +$35.5M +11% 10.1% 98.9% 54 38.89%
FAM
4313
Fulcrum Asset Management
United Kingdom
$361M +$10.3M +3% 8.81% 182 3.3%
FP
4314
Financial Perspectives
Minnesota
$361M +$29.8M +9% 9.02% 87.8% 734 3.13%
WKWM
4315
Walter & Keenan Wealth Management
Indiana
$361M +$16.4M +5% 8.9% 92% 160 9.38%
CFA
4316
CWS Financial Advisors
Michigan
$360M +$16.6M +5% 3.9% 47.7% 144 8.33%
FC
4317
FCA Corp
Texas
$360M +$26.1M +8% 6.74% 57.4% 198 9.6%
EAM
4318
Empirical Asset Management
Massachusetts
$360M +$36.6M +11% 9.28% 94.5% 402 30.6%
PC
4319
PhiloSmith Capital
Connecticut
$360M +$281K +0.1% 0.47% 54% 23 0%
ONPI
4320
Owls Nest Partners IA
Pennsylvania
$360M -$62.5M -15% 8.92% 105% 19 36.84%
BCCM
4321
Bridge Creek Capital Management
Massachusetts
$360M +$19.2M +6% 8.79% 76.5% 117 5.98%
PIC
4322
PCJ Investment Counsel
Ontario, Canada
$359M +$66.7M +23% 23.2% 164% 74 25.68%
OWA
4323
Opal Wealth Advisors
New York
$359M -$1.19M -0.3% 5.95% 55.6% 574 67.07%
CWA
4324
Centennial Wealth Advisory
Michigan
$359M +$44.9M +14% 5.89% 57.6% 161 7.45%
HHGC
4325
Hunting Hill Global Capital
New York
$359M -$7.78M -2% 21.6% 132% 152 34.87%