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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
OFG
1576
Oxford Financial Group
Indiana
$1.68B +$257M +18% 6.37% 77.2% 272 8.82%
EA
1577
Efficient Advisors
Ohio
$1.68B +$144M +9% 6.56% 30.6% 101 44.55%
RMA
1578
Roffman Miller Associates
Pennsylvania
$1.67B +$88.6M +6% 7.6% 68.9% 75 1.33%
SC
1579
SRB Corp
Massachusetts
$1.67B +$134M +9% 11.8% 87.3% 23 0%
UF
1580
Univest Financial
Pennsylvania
$1.67B +$136M +9% 10.9% 82.6% 289 12.8%
CAM
1581
Cidel Asset Management
Ontario, Canada
$1.66B +$135M +9% 8.72% 69.1% 368 9.78%
ST
1582
Spinnaker Trust
Maine
$1.66B +$131M +9% 9.02% 68.2% 295 6.78%
MC
1583
Maren Capital
Illinois
$1.66B +$193M +13% 9.32% 25 0%
MFWM
1584
Motley Fool Wealth Management
Virginia
$1.66B -$33.6M -2% 10.6% 70.7% 138 17.39%
SWA
1585
Sax Wealth Advisors
New Jersey
$1.66B +$259M +19% 8.08% 57.2% 427 16.86%
FDP
1586
Financiere des Professionnels
Quebec, Canada
$1.66B +$110M +7% 9.94% 79.7% 395 58.23%
LC
1587
L1 Capital
Australia
$1.65B +$581M +54% 19% 127% 31 58.06%
RCAG
1588
Rehmann Capital Advisory Group
Michigan
$1.65B +$62.8M +4% 7.91% 64.6% 651 13.82%
KOCAA
1589
Knights of Columbus Asset Advisors
Connecticut
$1.65B +$198M +14% 12.6% 137% 394 14.97%
CC
1590
Courier Capital
New York
$1.65B +$119M +8% 7.92% 64.1% 397 8.82%
CWM
1591
Cornerstone Wealth Management
Missouri
$1.65B +$170M +11% 8.83% 69.8% 664 10.99%
TP
1592
Theleme Partners
United Kingdom
$1.65B +$373M +29% 14.7% 35.5% 13 30.77%
EMFAT
1593
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.64B +$233M +17% 29.1% 478% 239 24.69%
EK
1594
Evensky & Katz
Florida
$1.64B +$147M +10% 8.6% 57.1% 79 8.86%
SW
1595
SoFi Wealth
California
$1.64B +$307M +23% 10.6% 62.2% 46 13.04%
SI
1596
Sofinnova Investments
California
$1.64B +$104M +7% 13.9% 450% 80 41.25%
CTC
1597
Chai Trust Company
Illinois
$1.63B +$23M +1% 2.12% 12.7% 12 8.33%
GIA
1598
Guyasuta Investment Advisors
Pennsylvania
$1.63B +$103M +7% 11.2% 88.9% 263 7.6%
B
1599
BloombergSen
Ontario, Canada
$1.63B +$17.5M +1% 4.75% 46.9% 34 17.65%
AWMS
1600
Advocacy Wealth Management Services
Georgia
$1.63B +$161M +11% 7.44% 48.3% 64 15.63%