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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
BOC
5501
Bull Oak Capital
California
$219M +$36M +20% 9.2% 55.7% 32 28.13%
RF
5502
rebel Financial
Ohio
$219M 7.74% 62
SCA
5503
Sander Capital Advisors
Washington
$219M +$29.3M +15% 22.7% 68.8% 15 13.33%
FL
5504
FreeGulliver LLC
Louisiana
$219M +$16.4M +8% 11.5% 102 21.57%
ERFOTCOFW
5505
Employees Retirement Fund of the City of Fort Worth
Texas
$219M +$15.9M +8% 5.32% 31.5% 13 23.08%
SRWM
5506
Shira Ridge Wealth Management
California
$219M +$18.4M +9% 10.2% 64.9% 86 16.28%
BAM
5507
Bayshore Asset Management
Florida
$219M +$18.1M +9% 7.8% 62.3% 40 10%
WIA
5508
Wetzel Investment Advisors
Indiana
$219M +$20.3M +10% 8.51% 137 21.17%
BRG
5509
Bay Rivers Group
Virginia
$219M +$27.9M +15% 18.9% 166% 91 12.09%
QP
5510
Quartz Partners
New York
$219M +$53.9M +33% 15.9% 190 32.11%
NECFA
5511
New England Capital Financial Advisors
Connecticut
$218M +$21.9M +11% 8.95% 55.6% 431 11.37%
RP
5512
Raelipskie Partnership
Ontario, Canada
$218M +$23.9M +12% 9.03% 127 10.24%
GPC
5513
Guardian Point Capital
Virginia
$218M +$52.6M +32% 5.67% 142% 12 33.33%
RCM
5514
Ratan Capital Management
Florida
$218M -$91.6M -30% 33.7% 616% 36 25%
CSC
5515
Caldwell Sutter Capital
California
$218M +$8.13M +4% 7.07% 79.5% 903 6.76%
CKAIS
5516
Christensen King & Associates Investment Services
Washington
$218M +$7.41M +4% 7.21% 103 7.77%
MWA
5517
Mills Wealth Advisors
Texas
$218M +$29.8M +16% 5.57% 37.4% 73 20.55%
HKIMG
5518
Hutchens & Kramer Investment Management Group
Indiana
$218M +$36.4M +20% 8.62% 84.6% 179 22.35%
A
5519
Argentarii
Ohio
$218M +$16.5M +8% 15.6% 170 17.06%
BB
5520
Burford Brothers
Texas
$218M +$11.9M +6% 9.73% 174 16.67%
GPA
5521
Garrison Point Advisors
California
$218M +$11.7M +6% 10.1% 81.5% 169 6.51%
IWM
5522
Iams Wealth Management
Nebraska
$218M -$509K -0.2% 9.08% 51.3% 191 29.84%
SJIM
5523
St. Johns Investment Management
Florida
$218M +$15.6M +8% 8.8% 80.9% 210 10%
PFWA
5524
Paces Ferry Wealth Advisors
Georgia
$218M +$16.7M +8% 9.78% 72% 128 8.59%
USB
5525
Union Savings Bank
Connecticut
$218M +$13.1M +6% 6.86% 309 9.39%