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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
RL
4926
Rogco LP
Oklahoma
$285M +$19.1M +7% 6.92% 53.3% 211 14.69%
BWL
4927
Beacon Wealthcare LLC
North Carolina
$285M +$19.5M +7% 5.63% 42% 25 4%
SC
4928
Seldon Capital
California
$285M +$54.3M +24% 23.9% 449% 78 24.36%
SAMC
4929
Spectrum Asset Management (California)
California
$284M +$54.3M +24% 6.46% 56.5% 112 14.29%
BWS
4930
BCR Wealth Strategies
Alabama
$284M +$26M +10% 5.47% 42.2% 30 10%
EW
4931
Enzi Wealth
Texas
$284M +$11.3M +4% 6.83% 72.1% 73 10.96%
RGF
4932
Retirement Guys Formula
Ohio
$284M +$20.9M +8% 7.34% 70.2% 175 20.57%
MIM
4933
Montgomery Investment Management
Maryland
$284M +$25.8M +10% 11.4% 98.4% 100 8%
PTEAP
4934
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$284M +$39M +16% 8.95% 13 7.69%
AFA
4935
Alpha Financial Advisors
North Carolina
$284M +$25.3M +10% 5.96% 30.8% 63 6.35%
IP
4936
Investment Partners
Ohio
$284M +$19.8M +7% 7.94% 58.7% 162 7.41%
FW
4937
FullCircle Wealth
Texas
$284M +$15.8M +6% 5.49% 273 10.26%
TF
4938
Theory Financial
Colorado
$284M +$20.1M +8% 5.6% 54.5% 93 12.9%
SWM
4939
Sculati Wealth Management
Michigan
$284M +$17.4M +7% 7.86% 72.3% 129 7.75%
ECM
4940
Engle Capital Management
Connecticut
$284M -$48.1M -15% 13.7% 289% 33 54.55%
FFL
4941
Future Fund LLC
Illinois
$283M +$59.4M +27% 8.42% 84.6% 175 5.71%
UOIF
4942
University of Illinois Foundation
Illinois
$283M +$32.5M +13% 11.8% 20 70%
HBW
4943
Hazlett, Burt & Watson
West Virginia
$283M +$39M +16% 9.31% 97.1% 935 16.9%
MCAV
4944
Meritech Capital Associates V
California
$283M +$43.5M +18% 19.5% 37.3% 2 0%
MAG
4945
Members Advisory Group
New York
$283M +$16.7M +6% 6.94% 70.6% 41 14.63%
BO
4946
Bank OZK
Arkansas
$283M +$21.9M +8% 7.61% 81.7% 152 7.24%
LRIC
4947
Long Road Investment Counsel
Michigan
$283M +$14.7M +5% 11% 50.3% 82 4.88%
MHB
4948
Midwest Heritage Bank
Iowa
$282M +$16.6M +6% 5.87% 50% 59 1.69%
CCM
4949
Consolidated Capital Management
California
$282M +$5.61M +2% 7.09% 159% 55 16.36%
EWM
4950
Elmwood Wealth Management
California
$282M +$30M +12% 5.46% 37.6% 144 13.19%