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
EWM
4701
Essex Woodlands Management
Texas
$279M -$67.5M -19% 6
BMC
4702
Bear Mountain Capital
Washington
$279M +$20.5M +8% 347
OAM
4703
Oak Asset Management
California
$279M +$6.14M +2% 104
LWM
4704
Luminvest Wealth Management
Arizona
$279M +$36.3M +15% 42
SCP
4705
Stevens Capital Partners
Nebraska
$279M +$66M +31% 86
EPIME
4706
Evelyn Partners Investment Management (Europe)
$279M +$11.4M +4% 189
BI
4707
Berkeley Inc
Idaho
$279M +$65.5M +31% 75
JA
4708
JVL Associates
Michigan
$278M +$30.6M +12% 67
BCIM
4709
Bishop & Co Investment Management
Pennsylvania
$278M +$19.8M +8% 27
YAL
4710
Your Advocates Ltd
Texas
$278M +$17.6M +7% 218
WIP
4711
WealthCare Investment Partners
Rhode Island
$278M +$42.3M +18% 158
XSC
4712
X-Square Capital
Puerto Rico
$278M +$45.4M +20% 173
CAGAS
4713
Capital Advisory Group Advisory Services
Minnesota
$278M +$16M +6% 185
BFS
4714
Burkett Financial Services
South Carolina
$278M +$32.3M +13% 266
RFP
4715
Roth Financial Partners
Texas
$277M +$24.2M +10% 32
PSC
4716
Patient Square Capital
California
$277M +$35.7M +15% 22
TH
4717
Team Hewins
California
$277M +$20M +8% 38
FFA
4718
Fi3 Financial Advisors
Indiana
$277M +$31M +13% 181
RWM
4719
Revisor Wealth Management
Ohio
$277M +$52.5M +23% 283
WPWM
4720
Windward Private Wealth Management
Kansas
$277M +$20.9M +8% 44
LCAM
4721
Long Corridor Asset Management
Hong Kong
$277M +$141M +103% 23
OFG
4722
Omega Financial Group
California
$277M +$16.7M +6% 91
PH
4723
Pinnacle Holdings
Oklahoma
$277M +$14.1M +5% 262
RW
4724
Rede Wealth
Virginia
$277M -$6.09M -2% 107
DFA
4725
DHJJ Financial Advisors
Illinois
$277M +$28.6M +12% 996