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
SCP
4701
Stevens Capital Partners
Nebraska
$279M +$66M +31% 86
EPIME
4702
Evelyn Partners Investment Management (Europe)
$279M +$11.4M +4% 189
BI
4703
Berkeley Inc
Idaho
$279M +$65.5M +31% 75
JA
4704
JVL Associates
Michigan
$278M +$30.6M +12% 67
BCIM
4705
Bishop & Co Investment Management
Pennsylvania
$278M +$19.8M +8% 27
YAL
4706
Your Advocates Ltd
Texas
$278M +$17.6M +7% 218
WIP
4707
WealthCare Investment Partners
Rhode Island
$278M +$42.3M +18% 158
XSC
4708
X-Square Capital
Puerto Rico
$278M +$45.4M +20% 173
CAGAS
4709
Capital Advisory Group Advisory Services
Minnesota
$278M +$16M +6% 185
BFS
4710
Burkett Financial Services
South Carolina
$278M +$32.3M +13% 266
RFP
4711
Roth Financial Partners
Texas
$277M +$24.2M +10% 32
PSC
4712
Patient Square Capital
California
$277M +$35.7M +15% 22
TH
4713
Team Hewins
California
$277M +$20M +8% 38
FFA
4714
Fi3 Financial Advisors
Indiana
$277M +$31M +13% 181
RWM
4715
Revisor Wealth Management
Ohio
$277M +$52.5M +23% 283
WPWM
4716
Windward Private Wealth Management
Kansas
$277M +$20.9M +8% 44
LCAM
4717
Long Corridor Asset Management
Hong Kong
$277M +$141M +103% 23
OFG
4718
Omega Financial Group
California
$277M +$16.7M +6% 91
PH
4719
Pinnacle Holdings
Oklahoma
$277M +$14.1M +5% 262
RW
4720
Rede Wealth
Virginia
$277M -$6.09M -2% 107
DFA
4721
DHJJ Financial Advisors
Illinois
$277M +$28.6M +12% 996
SCA
4722
Sandy Cove Advisors
Massachusetts
$277M +$27.9M +11% 134
MIG
4723
Mariner Investment Group
New York
$277M +$23.7M +9% 67
CCM
4724
Consolidated Capital Management
California
$277M +$35.9M +15% 50
CPW
4725
Crestmont Private Wealth
Texas
$277M +$45.6M +20% 88