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
WGCA
3401
Wolf Group Capital Advisors
Virginia
$152M +$3.63M +2% 104
KAS
3402
Kemnay Advisory Services
New York
$152M +$12.5M +9% 46
NME
3403
Notis-McConarty Edward
$152M +$7.17M +5% 98
MKC
3404
M. Kraus & Co
Vermont
$152M +$6.07M +4% 51
HA
3405
Havens Advisors
New York
$152M +$5.02M +3% 46
RA
3406
Rational Advisors
New York
$152M +$47.4M +45% 325
SFG
3407
SevenBridge Financial Group
Pennsylvania
$152M +$14.5M +11% 694
LWA
3408
Lowe Wealth Advisors
Maryland
$152M +$5.86M +4% 253
EECFV
3409
EnCap Energy Capital Fund VIII
Texas
$152M -$7.76M -5% 1
PPCP
3410
Pivot Point Capital Partners
California
$152M -$14.4M -9% 12
RAA
3411
RWC Asset Advisors
Florida
$151M +$12.5M +9% 17
PO
3412
Private Ocean
California
$151M +$3.49M +2% 188
CPA
3413
Clear Perspective Advisors
Illinois
$151M +$516K +0.3% 442
SIAS
3414
Shine Investment Advisory Services
Colorado
$151M +$30.4M +25% 89
OAM
3415
Occidental Asset Management
California
$151M +$12M +9% 144
NG
3416
Northstar Group
New York
$151M +$5.88M +4% 111
IF
3417
Ironwood Financial
Arizona
$151M +$8.36M +6% 291
CMO
3418
Covenant Multifamily Offices
Texas
$151M -$12.4M -8% 40
DJC
3419
Daily Journal Corp
California
$151M +$4.44M +3% 4
MWM
3420
Marietta Wealth Management
Georgia
$151M +$25.7M +21% 125
LWIC
3421
Leith Wheeler Investment Counsel
British Columbia, Canada
$151M -$5.84M -4% 43
LBS
3422
Lawrence B. Seidman
$151M +$8.55M +6% 28
BWL
3423
Bogart Wealth LLC
Virginia
$150M +$2.67M +2% 73
KCM
3424
Kempner Capital Management
Texas
$150M +$12.6M +9% 68
WCA
3425
Westover Capital Advisors
Delaware
$150M +$10.3M +7% 115