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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 Avg Holding
Period (Yrs)
Elwood & Goetz Wealth Advisory Group
4476
Elwood & Goetz Wealth Advisory Group
Georgia
$139M +$13M +10% 4.32% 58.2% 31 6.45% 0.9
Valtinson Bruner Financial Planning
4477
Valtinson Bruner Financial Planning
Minnesota
$139M +$16.5M +13% 3.98% 36.2% 76 14.47% 0.6
NEGWA
4478
New England Guild Wealth Advisors
Connecticut
$139M +$50K +0% 5.05% 6.04% 57 5.26% 1.7
Searcy Financial Services
4479
Searcy Financial Services
Kansas
$139M +$4.31M +3% 5.22% 60.2% 16 0% 0.9
SV
4480
Stilwell Value
New York
$139M +$6.12M +5% 3.33% 87.9% 44 15.91% 2.3
Rush Island Management
4481
Rush Island Management
New York
$139M -$50.7M -27% 10.1% 15.5% 18 55.56% 0.5
JW Asset Management
4482
JW Asset Management
Florida
$139M +$25.1M +22% 31.3% 251% 13 46.15% 2.4
Walled Lake Planning & Wealth Management
4483
Walled Lake Planning & Wealth Management
Illinois
$139M – – 6.83% 51.7% 278 – 0
Unison Advisors
4484
Unison Advisors
District of Columbia
$139M +$8.54M +7% 9.07% 54.6% 168 3.57% 1.5
Stelac Advisory Services
4485
Stelac Advisory Services
New York
$138M -$2.34M -2% 5.54% 84.9% 117 33.33% 2.4
Boyar Asset Management
4486
Boyar Asset Management
New York
$138M +$6.69M +5% 8.63% 75.5% 72 8.33% 4.6
Wells Trecaso Financial Group
4487
Wells Trecaso Financial Group
Ohio
$138M +$12.8M +10% 11.1% 108% 72 8.33% 1.7
Clare Market Investments
4488
Clare Market Investments
Texas
$138M +$32.9M +31% 12.8% – 96 30.21% 0.7
White Square Capital
4489
White Square Capital
United Kingdom
$138M +$18.1M +15% 29.8% 542% 17 76.47% 0.2
Bennicas & Associates
4490
Bennicas & Associates
California
$138M +$9.19M +7% 7% 40.3% 87 6.9% 4.9
Nikulski Financial
4491
Nikulski Financial
Iowa
$138M +$18.2M +15% 8.5% 95.8% 94 7.45% 1.4
Arjuna Capital
4492
Arjuna Capital
North Carolina
$138M +$20.9M +18% 9.84% 105% 90 18.89% 1.3
Black Diamond Financial
4493
Black Diamond Financial
Maryland
$138M +$2.42M +2% 7.18% 68.3% 73 13.7% 0.8
Sanchez Wealth Management Group
4494
Sanchez Wealth Management Group
Florida
$138M +$16.8M +14% 7.81% 56.9% 26 26.92% 1.3
GCM
4495
Garland Capital Management
Washington
$138M -$1.89M -1% 5.21% 55.7% 37 13.51% 3.7
GPM Growth Investors
4496
GPM Growth Investors
Michigan
$138M – – 10% – 34 – 0
Seven Post Investment Office
4497
Seven Post Investment Office
California
$138M -$1.71M -1% 1.96% 44.4% 29 17.24% 1.8
Bryn Mawr Capital Management
4498
Bryn Mawr Capital Management
Pennsylvania
$138M +$18M +15% 8.46% 71.4% 92 16.3% 1.9
MFA Wealth Advisors
4499
MFA Wealth Advisors
Pennsylvania
$138M +$15M +12% 6.58% 68.6% 44 13.64% 1.3
SPC
4500
Stony Point Capital
New York
$138M – – 8.46% 208% 22 – 0