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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
UBG
5001
United Bank (Georgia)
Georgia
$329M +$28.2M +9% 17.6% 81.2% 129 9.3%
BFA
5002
Buttonwood Financial Advisors
Maryland
$329M +$29.9M +10% 13.2% 66.3% 112 5.36%
OFG
5003
Omega Financial Group
California
$329M +$21M +7% 11.9% 45.2% 105 17.14%
EAM
5004
EdenTree Asset Management
United Kingdom
$328M -$3.27M -1% 13.3% 50.2% 67 4.48%
EWA
5005
Encompass Wealth Advisors
Oregon
$328M +$41.1M +14% 16.6% 63.2% 113 15.04%
DIP
5006
Davis Investment Partners
North Carolina
$328M +$45.4M +16% 21.6% 88.9% 184 15.76%
KA
5007
Kercheville Advisors
Texas
$328M +$15.8M +5% 30.2% 240% 119 20.17%
SC
5008
Stance Capital
Massachusetts
$328M +$122M +59% 31.5% 426 54.46%
PC
5009
Pecaut & Co
Iowa
$328M +$20.2M +7% 8.32% 67.6% 66 1.52%
NA
5010
NVP Associates
California
$328M +$152M +86% 56.1% 953% 8 50%
KWM
5011
Kaydan Wealth Management
Michigan
$328M +$29.1M +10% 12.2% 57.8% 118 10.17%
VPF
5012
Vantage Point Financial
Illinois
$328M +$42.9M +15% 13.9% 204 21.57%
TAM
5013
Tabor Asset Management
New York
$328M +$78.8M +32% 16.7% 215% 57 49.12%
EC
5014
Engaged Capital
California
$327M +$23.7M +8% 21.8% 26.2% 10 10%
RWPA
5015
Richard W. Paul & Associates
Michigan
$327M +$29.9M +10% 12.9% 65.2% 334 14.37%
WAOTB
5016
Wealth Advisors of Tampa Bay
Florida
$327M +$24.6M +8% 12.8% 86.2% 96 5.21%
DS
5017
Dalal Street
Texas
$327M -$96.1M -23% 18.7% 92.7% 4 25%
TAFW
5018
Tred Avon Family Wealth
Maryland
$327M +$25.4M +8% 14.7% 278 11.87%
RL
5019
Rogco LP
Oklahoma
$327M +$27.2M +9% 10.2% 53.3% 236 18.22%
JAM
5020
JCIC Asset Management
Ontario, Canada
$326M $0 0% 9.06% 113 0%
CIM
5021
Capital Investment Management
Missouri
$326M +$35.2M +12% 11.3% 139 15.11%
VWM
5022
Vigilare Wealth Management
Arizona
$326M +$30.3M +10% 9.28% 56.9% 130 21.54%
MFC
5023
Morris Financial Concepts
South Carolina
$326M +$31.6M +11% 12% 56.5% 207 7.25%
RFA
5024
Register Financial Advisors
Georgia
$326M +$55.5M +21% 27.2% 126% 438 14.38%
HWM
5025
Hassell Wealth Management
Louisiana
$326M +$28M +9% 8.97% 46.3% 29 3.45%