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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
EPIME
4776
Evelyn Partners Investment Management (Europe)
$279M +$11.4M +4% 9.33% 189 3.17%
BI
4777
Berkeley Inc
Idaho
$279M +$65.5M +31% 5.44% 40.9% 75 13.33%
JA
4778
JVL Associates
Michigan
$278M +$30.6M +12% 10.2% 73.3% 67 16.42%
BCIM
4779
Bishop & Co Investment Management
Pennsylvania
$278M +$19.8M +8% 8.69% 47.6% 27 7.41%
YAL
4780
Your Advocates Ltd
Texas
$278M +$17.6M +7% 6.87% 42.5% 217 9.68%
WIP
4781
WealthCare Investment Partners
Rhode Island
$278M +$42.3M +18% 9.23% 47.9% 158 6.96%
XSC
4782
X-Square Capital
Puerto Rico
$278M +$45.4M +20% 19.1% 112% 173 18.5%
CAGAS
4783
Capital Advisory Group Advisory Services
Minnesota
$278M +$16M +6% 7.54% 62.3% 185 12.43%
BFS
4784
Burkett Financial Services
South Carolina
$278M +$32.3M +13% 7.39% 265 19.25%
RFP
4785
Roth Financial Partners
Texas
$277M +$24.2M +10% 8.67% 54.3% 32 6.25%
PSC
4786
Patient Square Capital
California
$277M +$35.7M +15% 15.4% 328% 22 27.27%
TH
4787
Team Hewins
California
$277M +$20M +8% 5.98% 60.5% 38 15.79%
FFA
4788
Fi3 Financial Advisors
Indiana
$277M +$31M +13% 10.1% 66% 181 32.04%
RWM
4789
Revisor Wealth Management
Ohio
$277M +$52.5M +23% 6.68% 62.8% 283 26.15%
WPWM
4790
Windward Private Wealth Management
Kansas
$277M +$20.9M +8% 6.38% 28.8% 44 9.09%
LCAM
4791
Long Corridor Asset Management
Hong Kong
$277M +$141M +103% 15.5% 58.7% 23 39.13%
PH
4792
Pinnacle Holdings
Oklahoma
$277M +$14.1M +5% 4.43% 65.3% 257 20.23%
RW
4793
Rede Wealth
Virginia
$277M -$6.09M -2% 0.42% 80.5% 107 2.8%
DFA
4794
DHJJ Financial Advisors
Illinois
$277M +$28.6M +12% 8.46% 56.7% 996 8.23%
SCA
4795
Sandy Cove Advisors
Massachusetts
$277M +$27.9M +11% 9.03% 78% 134 12.69%
CCM
4796
Consolidated Capital Management
California
$277M +$35.9M +15% 12.1% 159% 50 14%
CPW
4797
Crestmont Private Wealth
Texas
$277M +$45.6M +20% 6.93% 45.8% 88 18.18%
RWPA
4798
Richard W. Paul & Associates
Michigan
$277M +$21.6M +8% 9.88% 55.4% 357 11.48%
WF
4799
Whelan Financial
California
$277M +$19.4M +8% 6.98% 57.9% 67 8.96%
FFAM
4800
Forge First Asset Management
Canada
$277M +$46.8M +20% 18.2% 112% 46 54.35%