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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
EFIC
4776
Eliot Finkel Investment Counsel
California
$101M +$9.31M +10% 13.9% 55.2% 28 17.86%
GPA
4777
Garrison Point Advisors
California
$101M +$19.2M +23% 21.6% 69.7% 128 15.63%
VFA
4778
Values First Advisors
Tennessee
$101M +$17.7M +21% 27.4% 70.5% 146 19.18%
SAM
4779
Shone Asset Management
California
$101M +$16.5M +19% 19.5% 37 16.22%
FA
4780
Fortis Advisors
Pennsylvania
$101M -$48.4M -32% 16.4% 48.4% 351 54.42%
DJC
4781
Daily Journal Corp
California
$101M +$1.24M +1% 2.46% 108% 4 0%
CPSC
4782
Carl P. Sherr & Co
Massachusetts
$101M +$16.4M +19% 17.6% 61.4% 107 13.08%
VPMV
4783
Venrock Partners Management V
California
$101M 50.4% 3
PWM
4784
Peterson Wealth Management
Nevada
$101M +$18.5M +23% 15.3% 68.5% 54 33.33%
SCIM
4785
Spring Creek Investment Management
Pennsylvania
$100M -$4.35M -4% 25.9% 45.9% 11 36.36%
SC
4786
Steph & Co
Wisconsin
$100M +$12.5M +14% 18.1% 56.8% 273 21.25%
AC
4787
AlphaCore Capital
California
$100M -$26.8M -21% 21.9% 68.3% 349 79.94%
CCMW
4788
Cypress Capital Management (Wyoming)
Wyoming
$100M +$29.1M +41% 28.5% 138% 214 22.43%
ACM
4789
AUA Capital Management
Pennsylvania
$100M -$5.55M -5% 15.7% 53.5% 193 15.54%
SCA
4790
Strategic Capital Advisers
Colorado
$99.5M +$16.9M +20% 20.6% 51.4% 54 20.37%
DI
4791
DAGCO Inc
Ohio
$99.5M +$7.54M +8% 19.8% 66.5% 98 15.31%
BWA
4792
Beam Wealth Advisors
Louisiana
$99.3M -$1.61M -2% 18% 51.3% 172 36.05%
VIG
4793
Vienna Insurance Group
Poland
$99.2M +$19.9M +25% 33.6% 88.1% 13 7.69%
ACM
4794
AREX Capital Management
New York
$99M +$13.5M +16% 47.6% 36.2% 10 30%
KLC
4795
Knowledge Leaders Capital
Colorado
$98.8M +$67.5M +216% 25.5% 51.6% 118 84.75%
PHAM
4796
Portland Hill Asset Management
United Kingdom
$98.8M +$21.6M +28% 43.8% 30.2% 23 4.35%
HAC
4797
Harbor Advisory Corp
New Hampshire
$98.7M +$5.44M +6% 15.9% 49.2% 35 2.86%
CWM
4798
Concentrum Wealth Management
California
$98.6M +$24.1M +32% 32.4% 145% 44 38.64%
T2I
4799
Turim 21 Investimentos
Brazil
$98.6M +$50.2M +104% 34.6% 62% 36 38.89%
VWM
4800
Vigilare Wealth Management
Arizona
$98.5M +$15M +18% 21.4% 56.9% 154 46.1%