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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
MGB
4226
Mass General Brigham
Massachusetts
$192M -$21.5M -10% 3.5% 3 0%
EBT
4227
Enterprise Bank & Trust
Massachusetts
$192M -$28.5M -13% 5.17% 65.9% 92 9.78%
BL
4228
BWCP LP
Texas
$192M +$6.46M +3% 4.33% 161% 22 22.73%
LF
4229
Lantz Financial
Illinois
$192M -$29.4M -13% 6.11% 67.1% 176 10.8%
DC
4230
DeDora Capital
California
$192M -$6.32M -3% 4.83% 81.7% 103 9.71%
PWS
4231
Peloton Wealth Strategists
Indiana
$192M -$12.9M -6% 6.4% 41.1% 87 2.3%
SC
4232
Schulhoff & Co
Ohio
$192M -$22.2M -10% 8.2% 42.7% 118 6.78%
TFCM
4233
Taylor Frigon Capital Management
Arizona
$192M -$280K -0.1% 4.61% 131% 89 6.74%
FLC
4234
Fifth Lane Capital
Texas
$192M +$33.1M +21% 11.9% 92% 475 76.63%
SFCL
4235
Strengthening Families & Communities LLC
Massachusetts
$192M +$26.9M +16% 3.67% 82.7% 567 43.21%
HC
4236
Hillman Company
Pennsylvania
$192M -$12.2M -6% 1.4% 134% 18 33.33%
GTAM
4237
Global Trust Asset Management
Florida
$192M -$11.6M -6% 4.88% 109% 457 12.69%
PP
4238
Prosperity Planning
Missouri
$191M -$4.2M -2% 5.92% 40.5% 83 9.64%
ES
4239
Eagle Strategies
New York
$191M -$82.9M -30% 5.77% 70.1% 150 45.33%
WWM
4240
Wiser Wealth Management
Georgia
$191M -$1.65M -0.9% 5.3% 46.7% 39 20.51%
JGIA
4241
Jackson Grant Investment Advisers
Connecticut
$191M -$10.6M -5% 5.32% 45% 356 3.93%
GCP
4242
Gill Capital Partners
Colorado
$191M -$36.2M -16% 4.94% 41.8% 129 17.05%
QWM
4243
Quaker Wealth Management
New Jersey
$191M -$6.99M -4% 5.34% 52 28.85%
1M
4244
13D Management
New York
$191M -$35M -15% 9.17% 82.8% 35 25.71%
GI
4245
Glovista Investments
New Jersey
$191M -$51.4M -21% 10.1% 2.48% 52 42.31%
OWM
4246
OneAscent Wealth Management
Alabama
$191M -$4.95M -3% 4.7% 36.8% 198 33.33%
MCIA
4247
Mountain Capital Investment Advisors
Colorado
$191M -$9.1M -5% 7.4% 63.3% 88 19.32%
SIC
4248
Shoker Investment Counsel
Ohio
$191M +$2.45M +1% 5.27% 58.5% 88 4.55%
EGP
4249
Entrust Global Partners
New York
$191M +$4.78M +3% 5.62% 75.6% 12 0%
THWM
4250
Taylor Hoffman Wealth Management
Virginia
$191M -$13.2M -6% 4.28% 47.8% 130 4.62%