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
EGWAG
3526
Elwood & Goetz Wealth Advisory Group
Georgia
$404M +$51.6M +15% 108
AFFA
3527
ALM First Financial Advisors
Texas
$404M +$56.1M +16% 23
VC
3528
Vision Capital
Ontario, Canada
$404M +$95.4M +31% 24
QPWM
3529
Quadrant Private Wealth Management
Pennsylvania
$404M -$32M -7% 271
CBA
3530
Coastal Bridge Advisors
Connecticut
$403M +$968K +0.2% 183
WFPG
3531
Waller Financial Planning Group
Ohio
$403M +$31.1M +8% 73
BAM
3532
Blueshift Asset Management
New Jersey
$403M +$105M +35% 496
VFPW
3533
Vantage Financial Partners (Wisconsin)
Wisconsin
$403M +$17.9M +5% 200
SL
3534
Systelligence LLC
Minnesota
$403M +$27.2M +7% 48
JSC
3535
Jackson Square Capital
California
$403M -$3.43M -0.8% 153
ACGA
3536
Atlanta Consulting Group Advisors
Georgia
$403M -$60.9M -13% 234
CCT
3537
Capital City Trust
Florida
$403M +$34.6M +9% 119
BWM
3538
Bulltick Wealth Management
Florida
$403M +$45.6M +13% 116
BAM
3539
Brave Asset Management
New Jersey
$403M +$10.1M +3% 172
SCM
3540
Sarissa Capital Management
Connecticut
$402M -$190M -32% 11
PFM
3541
Privium Fund Management
Netherlands
$402M +$9.94M +3% 141
MWM
3542
Mascoma Wealth Management
New Hampshire
$402M +$24.9M +7% 509
PWM
3543
Praetorian Wealth Management
California
$402M +$11.1M +3% 58
SA
3544
SoftVest Advisors
Texas
$402M +$62.5M +18% 5
CDR
3545
Clayton Dubilier & Rice
New York
$402M -$260M -39% 4
CAM
3546
Cypress Asset Management
Texas
$402M +$13.2M +3% 108
BWP
3547
Balboa Wealth Partners
Arizona
$401M +$22.8M +6% 380
GCP
3548
Garda Capital Partners
Minnesota
$401M +$215M +115% 262
FSA
3549
Financial Security Advisor
Virginia
$401M +$103M +34% 124
LSC
3550
Logan Stone Capital
Illinois
$401M +$13.9M +4% 176