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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
EAM
5001
EdenTree Asset Management
United Kingdom
$328M -$3.27M -1% 13.3% 50.2% 67 4.48%
EWA
5002
Encompass Wealth Advisors
Oregon
$328M +$41.1M +14% 16.6% 63.2% 113 15.04%
DIP
5003
Davis Investment Partners
North Carolina
$328M +$45.4M +16% 21.6% 88.9% 184 15.76%
KA
5004
Kercheville Advisors
Texas
$328M +$15.8M +5% 30.2% 240% 119 20.17%
SC
5005
Stance Capital
Massachusetts
$328M +$122M +59% 31.5% 426 54.46%
PC
5006
Pecaut & Co
Iowa
$328M +$20.2M +7% 8.32% 67.6% 66 1.52%
NA
5007
NVP Associates
California
$328M +$152M +86% 56.1% 953% 8 50%
KWM
5008
Kaydan Wealth Management
Michigan
$328M +$29.1M +10% 12.2% 57.8% 118 10.17%
VPF
5009
Vantage Point Financial
Illinois
$328M +$42.9M +15% 13.9% 204 21.57%
TAM
5010
Tabor Asset Management
New York
$328M +$78.8M +32% 16.7% 215% 57 49.12%
EC
5011
Engaged Capital
California
$327M +$23.7M +8% 21.8% 26.2% 10 10%
RWPA
5012
Richard W. Paul & Associates
Michigan
$327M +$29.9M +10% 12.9% 65.2% 334 14.37%
WAOTB
5013
Wealth Advisors of Tampa Bay
Florida
$327M +$24.6M +8% 12.8% 86.2% 96 5.21%
DS
5014
Dalal Street
Texas
$327M -$96.1M -23% 18.7% 92.7% 4 25%
TAFW
5015
Tred Avon Family Wealth
Maryland
$327M +$25.4M +8% 14.7% 278 11.87%
RL
5016
Rogco LP
Oklahoma
$327M +$27.2M +9% 10.2% 53.3% 236 18.22%
JAM
5017
JCIC Asset Management
Ontario, Canada
$326M $0 0% 9.06% 113 0%
CIM
5018
Capital Investment Management
Missouri
$326M +$35.2M +12% 11.3% 139 15.11%
VWM
5019
Vigilare Wealth Management
Arizona
$326M +$30.3M +10% 9.28% 56.9% 130 21.54%
MFC
5020
Morris Financial Concepts
South Carolina
$326M +$31.6M +11% 12% 56.5% 207 7.25%
RFA
5021
Register Financial Advisors
Georgia
$326M +$55.5M +21% 27.2% 126% 438 14.38%
HWM
5022
Hassell Wealth Management
Louisiana
$326M +$28M +9% 8.97% 46.3% 29 3.45%
APW
5023
Aventura Private Wealth
Florida
$326M +$52.5M +19% 24.2% 1,021 15.48%
LC
5024
LCNB Corp
Ohio
$326M +$28.5M +10% 15.4% 75.2% 191 6.28%
FWM
5025
Forza Wealth Management
Florida
$326M +$38.5M +13% 11.3% 65.6% 198 7.07%