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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
WOC
4776
West Oak Capital
California
$259M -$24.1M -9% 2.09% 110% 329 9.73%
BCIM
4777
Bishop & Co Investment Management
Pennsylvania
$258M -$3.69M -1% 1.57% 47.6% 25 0%
JGIA
4778
Jackson Grant Investment Advisers
Connecticut
$258M -$1.6M -0.6% 0.25% 54.3% 398 5.03%
VC
4779
Veracity Capital
Georgia
$258M -$18.9M -7% 2.16% 140% 247 17%
RHP
4780
Royal Harbor Partners
Texas
$258M -$6.68M -3% 1.57% 49.5% 50 20%
MS
4781
Madden Securities
Texas
$258M +$7.77M +3% 3.05% 92.2% 123 16.26%
CGFA
4782
Colton Groome Financial Advisors
North Carolina
$258M -$3.94M -2% 0.18% 59.3% 136 22.06%
LRIC
4783
Long Road Investment Counsel
Michigan
$258M +$12.5M +5% 2.19% 53.8% 80 11.25%
RBFC
4784
Roman Butler Fullerton & Co
Missouri
$258M -$57.6M -18% 1.54% 121% 252 21.43%
WSWA
4785
Warren Street Wealth Advisors
California
$258M +$13.4M +5% 0.55% 75.7% 118 17.8%
CG
4786
Clarus Group
Texas
$257M -$23.7M -8% 1.82% 65.5% 108 15.74%
SFS
4787
Solitude Financial Services
Virginia
$257M +$29M +13% 3.61% 55.4% 39 20.51%
JWS
4788
Juncture Wealth Strategies
Arizona
$257M -$11M -4% 1.9% 71.5% 139 18.71%
TH
4789
Team Hewins
California
$257M +$1.68M +0.7% 0.45% 60.5% 40 15%
AA
4790
Altrafin AG
$257M -$31.1M -11% 5.71% 97.6% 49 10.2%
WF
4791
Whelan Financial
California
$257M +$2.77M +1% 2.65% 57.9% 68 20.59%
FCAM
4792
First Citizens Asset Management
North Carolina
$257M -$16.2M -6% 1.28% 44.2% 26 3.85%
VC
4793
Veery Capital
Delaware
$257M -$4.22M -2% 1.4% 57.1% 98 13.27%
FFG
4794
Fortem Financial Group
California
$257M -$1.06M -0.4% 2.84% 179% 193 12.95%
C1AG
4795
Client 1st Advisory Group
Florida
$257M -$2.95M -1% 1.02% 57.4% 134 5.97%
TSS
4796
Thomas Story & Son
Indiana
$257M +$18.2M +8% 3.21% 91.8% 53 11.32%
MWM
4797
Mindset Wealth Management
Indiana
$257M -$16.7M -6% 10.6% 159 21.38%
SFS
4798
Shaker Financial Services
Virginia
$257M -$4.09M -2% 2.74% 13.1% 186 23.12%
RFS
4799
Retirement Financial Solutions
Tennessee
$257M +$71.4M +39% 1.87% 50% 47 42.55%
CP
4800
Canopy Partners
Ohio
$257M -$5.33M -2% 2.09% 227 10.57%