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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
EFL
4001
ERn Financial LLC
Wisconsin
$140M +$7.29M +5% 0.41% 55.9% 58 1.72%
AB
4002
Atlas Brown
Kentucky
$140M -$4.67M -3% 2.41% 102% 153 6.54%
EFIC
4003
Eliot Finkel Investment Counsel
California
$140M -$15.8M -10% 3.05% 55.2% 39 12.82%
MIM
4004
Mittleman Investment Management
New York
$140M +$20.9M +18% 12.1% 11.6% 7 0%
GCM
4005
Garland Capital Management
Washington
$140M -$835K -0.6% 1.26% 55.7% 34 0%
SL
4006
SOF Ltd
Cayman Islands
$140M +$3.28M +2% 2.44% 63.6% 1 0%
PIM
4007
Profit Investment Management
Maryland
$140M +$4M +3% 1.79% 101% 75 4%
W
4008
WealthOne
New York
$140M -$1.59M -1% 1.04% 23.4% 105 25.71%
SPIO
4009
Seven Post Investment Office
California
$140M -$7.78M -5% 5.95% 54.5% 25 12%
SC
4010
Sagil Capital
United Kingdom
$140M -$5.34M -4% 9.21% 140% 31 51.61%
ISSM
4011
Invesco Senior Secured Management
New York
$140M -$50.7M -27% 6.53% 18.1% 20 15%
RC
4012
RV Capital
Switzerland
$140M +$3.9M +3% 5.86% 278% 4 0%
ILM
4013
Indigo Latam Management
Arizona
$140M +$8.78M +7% 6.72% 39.3% 1 0%
WAM
4014
Westport Asset Management
Connecticut
$139M -$6.98M -5% 2.7% 61.4% 64 3.13%
MFM
4015
Mirsky Financial Management
New York
$139M +$6.37M +5% 0.55% 39.3% 37 8.11%
SIC
4016
Shoker Investment Counsel
Ohio
$139M +$2.24M +2% 1.85% 58.5% 101 6.93%
NEGWA
4017
New England Guild Wealth Advisors
Connecticut
$139M +$4.58M +3% 0.36% 6.04% 55 3.64%
MFS
4018
Monetta Financial Services
Illinois
$139M -$6.79M -5% 1.35% 197% 45 33.33%
BIMC
4019
Benson Investment Management Company
Virginia
$139M +$6.25M +5% 3.3% 91.6% 63 12.7%
TA
4020
TCG Advisors
Texas
$139M +$30.1M +28% 0.98% 480 77.5%
SWMG
4021
Strategic Wealth Management Group
Maryland
$139M +$7.55M +6% 1.65% 89 12.36%
WCM
4022
WealthBridge Capital Management
Ohio
$139M +$29.4M +27% 0.79% 82.1% 130 20%
BWI
4023
Beacon Wealthcare Inc
North Carolina
$139M +$7.43M +6% 1.05% 31.6% 10 10%
FWM
4024
Foresight Wealth Management
Utah
$139M +$6.33M +5% 1.06% 19.1% 130 16.92%
WPA
4025
Winning Points Advisors
Florida
$139M +$875K +0.6% 1.79% 72 4.17%