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
3901
Elwood & Goetz Wealth Advisory Group
Georgia
$219M +$33.5M +18% 49
CI
3902
Cavalier Investments
Georgia
$219M +$71.6M +49% 104
TFA
3903
Tobias Financial Advisors
Florida
$219M +$36.2M +20% 70
WCM
3904
Whitener Capital Management
North Carolina
$218M +$11.2M +5% 134
SCP
3905
Silverleafe Capital Partners
Tennessee
$218M +$22.1M +11% 77
MIM
3906
Montgomery Investment Management
Maryland
$218M +$27.4M +14% 81
BDF
3907
Black Diamond Financial
Maryland
$218M +$39.5M +22% 83
RG
3908
Retirement Group
California
$218M +$39.5M +22% 777
MMPW
3909
Mitchell McLeod Pugh & Williams
Alabama
$218M +$22.2M +11% 209
GPA
3910
Guidance Point Advisors
Massachusetts
$218M +$36.2M +20% 84
WRM
3911
Weybosset Research & Management
Rhode Island
$218M +$35.2M +19% 54
CMP
3912
Courage Miller Partners
Virginia
$218M +$31.5M +17% 78
SVG
3913
Sun Valley Gold
Idaho
$218M -$11.7M -5% 10
SWA
3914
Sax Wealth Advisors
New Jersey
$218M 133
EPP
3915
ETF Portfolio Partners
Kansas
$218M +$26.1M +14% 48
EE
3916
EWG Elevate
California
$217M +$45.7M +27% 79
DI
3917
DFPG Investments
Utah
$217M +$30.2M +16% 195
PFSC
3918
Peoples Financial Services Corp
Pennsylvania
$217M +$18.8M +9% 298
HIP
3919
HUB Investment Partners
Texas
$217M 158
UBPAM
3920
Union Bancaire Privee Asset Management
New York
$217M -$44.8M -17% 40
AP
3921
Arlington Partners
Alabama
$217M +$34.7M +19% 241
SAM
3922
Smithbridge Asset Management
Pennsylvania
$217M +$23.5M +12% 88
HWA
3923
Heritage Way Advisors
Illinois
$217M +$26.6M +14% 67
SRSA
3924
S.R. Schill & Associates
Washington
$217M +$19.9M +10% 91
CSUI
3925
Cincinnati Specialty Underwriters Insurance
Ohio
$217M +$23.7M +12% 37