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
4301
Elwood & Goetz Wealth Advisory Group
Georgia
$139M +$13M +10% 31
VBFP
4302
Valtinson Bruner Financial Planning
Minnesota
$139M +$16.6M +13% 75
NEGWA
4303
New England Guild Wealth Advisors
Connecticut
$139M +$50K +0% 57
SFS
4304
Searcy Financial Services
Kansas
$139M +$4.31M +3% 16
SV
4305
Stilwell Value
New York
$139M +$6.12M +5% 44
RIM
4306
Rush Island Management
New York
$139M -$47.8M -26% 17
JAM
4307
JW Asset Management
Florida
$139M +$25.1M +22% 13
HI
4308
Hoey Investments
Pennsylvania
$139M 160
WLPWM
4309
Walled Lake Planning & Wealth Management
Illinois
$139M 279
UA
4310
Unison Advisors
District of Columbia
$139M +$8.54M +7% 168
SAS
4311
Stelac Advisory Services
New York
$138M -$2.34M -2% 117
BAM
4312
Boyar Asset Management
New York
$138M +$6.69M +5% 72
WTFG
4313
Wells Trecaso Financial Group
Ohio
$138M +$12.8M +10% 69
CMI
4314
Clare Market Investments
Texas
$138M +$33M +31% 95
WSC
4315
White Square Capital
United Kingdom
$138M +$18.1M +15% 17
BA
4316
Bennicas & Associates
California
$138M +$9.19M +7% 87
NF
4317
Nikulski Financial
Iowa
$138M +$18.2M +15% 95
SP
4318
Solel Partners
Massachusetts
$138M 7
AC
4319
Arjuna Capital
North Carolina
$138M +$20.9M +18% 90
AA
4320
Armor Advisors
New York
$138M 8
BDF
4321
Black Diamond Financial
Maryland
$138M +$2.42M +2% 73
SWMG
4322
Sanchez Wealth Management Group
Florida
$138M +$16.8M +14% 26
GCM
4323
Garland Capital Management
Washington
$138M -$1.89M -1% 37
GGI
4324
GPM Growth Investors
Michigan
$138M 34
SPIO
4325
Seven Post Investment Office
California
$138M -$1.71M -1% 29