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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
EWM
4826
Essex Woodlands Management
Texas
$279M -$67.5M -19% 16.1% 55% 6 0%
BMC
4827
Bear Mountain Capital
Washington
$279M +$20.5M +8% 7.78% 347 48.41%
OAM
4828
Oak Asset Management
California
$279M +$6.14M +2% 5.76% 78% 104 3.85%
LWM
4829
Luminvest Wealth Management
Arizona
$279M +$36.3M +15% 7.67% 42 26.19%
SCP
4830
Stevens Capital Partners
Nebraska
$279M +$66M +31% 11% 68.8% 86 32.56%
EPIME
4831
Evelyn Partners Investment Management (Europe)
$279M +$11.4M +4% 9.33% 189 3.17%
BI
4832
Berkeley Inc
Idaho
$279M +$65.5M +31% 5.44% 40.9% 75 13.33%
JA
4833
JVL Associates
Michigan
$278M +$30.6M +12% 10.2% 73.3% 67 16.42%
BCIM
4834
Bishop & Co Investment Management
Pennsylvania
$278M +$19.8M +8% 8.69% 47.6% 27 7.41%
YAL
4835
Your Advocates Ltd
Texas
$278M +$17.6M +7% 6.87% 50% 217 9.68%
WIP
4836
WealthCare Investment Partners
Rhode Island
$278M +$42.3M +18% 9.23% 62.6% 158 6.96%
XSC
4837
X-Square Capital
Puerto Rico
$278M +$45.4M +20% 19.1% 158% 173 18.5%
CAGAS
4838
Capital Advisory Group Advisory Services
Minnesota
$278M +$16M +6% 7.54% 54.8% 185 12.43%
BFS
4839
Burkett Financial Services
South Carolina
$278M +$32.3M +13% 7.39% 265 19.25%
RFP
4840
Roth Financial Partners
Texas
$277M +$24.2M +10% 8.67% 54.3% 32 6.25%
PSC
4841
Patient Square Capital
California
$277M +$35.7M +15% 15.4% 329% 22 27.27%
TH
4842
Team Hewins
California
$277M +$20M +8% 5.98% 60.5% 38 15.79%
FFA
4843
Fi3 Financial Advisors
Indiana
$277M +$31M +13% 10.1% 83.1% 181 32.04%
RWM
4844
Revisor Wealth Management
Ohio
$277M +$52.5M +23% 6.68% 62.8% 283 26.15%
WPWM
4845
Windward Private Wealth Management
Kansas
$277M +$20.9M +8% 6.38% 35.5% 44 9.09%
LCAM
4846
Long Corridor Asset Management
Hong Kong
$277M +$141M +103% 15.5% 73.6% 23 39.13%
PH
4847
Pinnacle Holdings
Oklahoma
$277M +$14.1M +5% 4.43% 79.6% 257 20.23%
RW
4848
Rede Wealth
Virginia
$277M -$6.09M -2% 0.42% 80.9% 107 2.8%
DFA
4849
DHJJ Financial Advisors
Illinois
$277M +$28.6M +12% 8.46% 56.7% 996 8.23%
SCA
4850
Sandy Cove Advisors
Massachusetts
$277M +$27.9M +11% 9.03% 78% 134 12.69%