We are live on ! Find out more

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
EW
4201
Enzi Wealth
Texas
$204M 4.79% 72.1% 70
CPFP
4202
Clear Perspectives Financial Planning
Ohio
$204M -$52.6M -20% 5.36% 243 27.98%
SFWC
4203
Strategic Family Wealth Counselors
New Jersey
$204M -$4.65M -2% 2.36% 72.3% 99 8.08%
PIC
4204
PCJ Investment Counsel
Ontario, Canada
$204M +$1.65M +0.8% 6.08% 164% 90 44.44%
SEP
4205
Southland Equity Partners
Missouri
$204M -$15.5M -7% 4.58% 58.6% 170 10.59%
RA
4206
Ramius Advisors
New York
$203M +$1.62M +0.8% 6.92% 187% 340 21.18%
AC
4207
Arjuna Capital
North Carolina
$203M -$3.13M -2% 3.32% 105% 103 29.13%
RWA
4208
Roberts Wealth Advisors
California
$203M -$26.1M -11% 5.53% 73.2% 88 14.77%
GPSPJS
4209
General Pension Society PZU Joint Stock
Poland
$203M -$20.7M -9% 7.75% 116% 19 0%
MAG
4210
Mokosak Advisory Group
Iowa
$203M -$6.42M -3% 4.88% 57.1% 24 12.5%
BSG
4211
Black Swift Group
Colorado
$203M -$12.2M -6% 2.46% 139% 88 47.73%
MCA
4212
MSH Capital Advisors
Arizona
$203M -$12.2M -6% 5.56% 66.5% 197 7.11%
ECG
4213
EPIQ Capital Group
California
$203M -$51.8M -20% 14.2% 6.25% 48 10.42%
IBOK
4214
Independence Bank of Kentucky
Kentucky
$203M -$20.3M -9% 5.73% 80.6% 437 8.01%
SC
4215
Stolper & Co
Oklahoma
$203M -$10.2M -5% 6.93% 70.5% 84 5.95%
RGMC
4216
Revolution Growth Management Company
District of Columbia
$203M +$42.8M +27% 36.4% 23.5% 4 0%
LJHT
4217
Laurie J. Hall Trustee
$203M -$11M -5% 5.15% 96% 328 4.27%
HCA
4218
Hyperion Capital Advisors
New York
$203M -$11.4M -5% 1.56% 86.1% 59 6.78%
IFO
4219
Independent Family Office
New York
$203M +$185K +0.1% 3.77% 68.4% 72 15.28%
EN1L
4220
Engine No 1 LLC
California
$203M -$24.2M -11% 6.05% 536% 20 50%
SOW
4221
State of Wyoming
Wyoming
$203M +$41.1M +25% 2.66% 131% 2,125 40.14%
FMN
4222
Financial Management Network
California
$203M +$14.5M +8% 5.19% 57.4% 136 12.5%
SFS
4223
Shaker Financial Services
Virginia
$202M -$3.09M -2% 7.82% 13.1% 170 31.76%
NS
4224
Newman & Schimel
Illinois
$202M -$5.46M -3% 4.8% 46 4.35%
WDG
4225
Wealth Dimensions Group
Ohio
$202M -$8.53M -4% 5.74% 57.1% 127 5.51%