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
BI
4701
Berkeley Inc
Idaho
$279M +$65.5M +31% 75
JA
4702
JVL Associates
Michigan
$278M +$30.6M +12% 67
BCIM
4703
Bishop & Co Investment Management
Pennsylvania
$278M +$19.8M +8% 27
YAL
4704
Your Advocates Ltd
Texas
$278M +$17.6M +7% 218
WIP
4705
WealthCare Investment Partners
Rhode Island
$278M +$42.3M +18% 158
XSC
4706
X-Square Capital
Puerto Rico
$278M +$45.4M +20% 173
CAGAS
4707
Capital Advisory Group Advisory Services
Minnesota
$278M +$16M +6% 185
BFS
4708
Burkett Financial Services
South Carolina
$278M +$32.3M +13% 266
RFP
4709
Roth Financial Partners
Texas
$277M +$24.2M +10% 32
PSC
4710
Patient Square Capital
California
$277M +$35.7M +15% 22
TH
4711
Team Hewins
California
$277M +$20M +8% 38
FFA
4712
Fi3 Financial Advisors
Indiana
$277M +$31M +13% 181
RWM
4713
Revisor Wealth Management
Ohio
$277M +$52.5M +23% 283
WPWM
4714
Windward Private Wealth Management
Kansas
$277M +$20.9M +8% 44
LCAM
4715
Long Corridor Asset Management
Hong Kong
$277M +$141M +103% 23
OFG
4716
Omega Financial Group
California
$277M +$16.7M +6% 91
PH
4717
Pinnacle Holdings
Oklahoma
$277M +$14.1M +5% 262
RW
4718
Rede Wealth
Virginia
$277M -$6.09M -2% 107
DFA
4719
DHJJ Financial Advisors
Illinois
$277M +$28.6M +12% 996
SCA
4720
Sandy Cove Advisors
Massachusetts
$277M +$27.9M +11% 134
MIG
4721
Mariner Investment Group
New York
$277M +$23.7M +9% 67
CCM
4722
Consolidated Capital Management
California
$277M +$35.9M +15% 50
CPW
4723
Crestmont Private Wealth
Texas
$277M +$45.6M +20% 88
RWPA
4724
Richard W. Paul & Associates
Michigan
$277M +$21.6M +8% 357
WF
4725
Whelan Financial
California
$277M +$19.4M +8% 67