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
ODIJL
3426
One Day In July LLC
Vermont
$224M +$31M +16% 35
SNB
3427
Security National Bank
Nebraska
$224M +$12.4M +6% 76
TAS
3428
TIFF Advisory Services
Pennsylvania
$224M +$93.3M +71% 17
PC
3429
Peavine Capital
Nevada
$224M -$6.01M -3% 15
PCI
3430
Pacifica Capital Investments
Texas
$224M +$16M +8% 21
AWMG
3431
Alliance Wealth Management Group
New Jersey
$224M +$16.2M +8% 60
KFP
3432
Keystone Financial Planning
Ohio
$224M +$14.6M +7% 46
BSWM
3433
Boston Standard Wealth Management
Massachusetts
$224M +$16.5M +8% 31
EFM
3434
Ennismore Fund Management
United Kingdom
$224M 11
GII
3435
Gryphon International Investment
Ontario, Canada
$224M +$71.5M +47% 21
CFD
3436
Creative Financial Designs
Indiana
$224M +$38M +20% 689
PA
3437
Parkside Advisors
California
$224M +$33.7M +18% 71
PCM
3438
Princeton Capital Management
New Jersey
$224M +$17.7M +9% 262
WCA
3439
Westover Capital Advisors
Delaware
$224M +$11.8M +6% 152
EBT
3440
Enterprise Bank & Trust
Massachusetts
$223M +$17.1M +8% 97
FSWA
3441
Financial Synergies Wealth Advisors
Texas
$222M +$17.5M +9% 36
JWM
3442
Janiczek Wealth Management
Colorado
$222M +$2.36M +1% 172
KLI
3443
Kelman-Lazarov Inc
Tennessee
$222M +$19.4M +10% 99
PIC
3444
PCJ Investment Counsel
Ontario, Canada
$222M +$29.9M +16% 76
EWA
3445
ERTS Wealth Advisors
Michigan
$222M +$24.4M +12% 87
BCCM
3446
Bridge Creek Capital Management
Massachusetts
$222M +$15.4M +7% 90
IFA
3447
Interactive Financial Advisors
Illinois
$222M +$4.46M +2% 144
BRA
3448
Bender Robert & Associates
California
$222M +$21.7M +11% 50
USGIU
3449
U.S. Global Investors (USGI)
Texas
$222M +$38.6M +21% 192
WCM
3450
Weik Capital Management
Pennsylvania
$221M +$12.9M +6% 121