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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 Avg Holding
Period (Yrs)
Pelion Inc
4776
Pelion Inc
Utah
$190M -$27.6M -13% 11.8% 16.9% 4 0% 1.8
EnerVest
4777
EnerVest
Texas
$190M +$16.7M +10% 9.62% 20.5% 1 0% 4.8
Mill Road Capital Management
4778
Mill Road Capital Management
Connecticut
$190M +$5.27M +3% 7.37% 85.1% 28 14.29% 2.5
IP
4779
Investment Partners
Ohio
$190M -$1.87M -1% 3.4% 83.2% 136 8.09% 5.1
Engine No 1 LLC
4780
Engine No 1 LLC
California
$190M -$15.2M -7% 3.44% 536% 18 50% 0.7
West Tower Group
4781
West Tower Group
Virginia
$190M +$49.9M +36% 0.3% 120% 860 64.88% 0.1
Nebula Research & Development
4782
Nebula Research & Development
New York
$190M +$57.8M +44% 6.2% – 699 85.98% 0.1
Lunt Capital Management
4783
Lunt Capital Management
Utah
$190M +$4.37M +2% 0.74% 36.9% 87 21.84% 0.2
Whelan Financial
4784
Whelan Financial
California
$190M -$1.7M -0.9% 3.86% 64.6% 34 5.88% 1.3
Beacon Bridge Wealth Partners
4785
Beacon Bridge Wealth Partners
Pennsylvania
$189M -$6.12M -3% 3.8% 52% 104 19.23% 0.6
EAM
4786
Eukles Asset Management
Ohio
$189M -$6.2M -3% 3.34% 77.2% 258 7.75% 3.3
Exeter Financial
4787
Exeter Financial
Arizona
$189M -$4.55M -2% 2.76% 59.1% 88 1.14% 4.5
Beacon Wealthcare LLC
4788
Beacon Wealthcare LLC
North Carolina
$189M -$6.82M -3% 3.87% 47% 16 0% 1.7
1776 Wealth
4789
1776 Wealth
Georgia
$189M -$672K -0.4% 1.61% 90.4% 161 34.16% 2
Sandbox Financial Partners
4790
Sandbox Financial Partners
Maryland
$189M -$2.37M -1% 4.01% 69.6% 96 12.5% 1.9
Client 1st Advisory Group
4791
Client 1st Advisory Group
Florida
$189M -$683K -0.4% 2.99% 64.5% 106 13.21% 2.1
Bull Street Advisors
4792
Bull Street Advisors
Georgia
$189M -$5.98M -3% 1.87% 48.5% 91 2.2% 3.8
Keystone Financial Services (Colorado)
4793
Keystone Financial Services (Colorado)
Colorado
$189M -$6.9M -4% 3.34% 66% 83 25.3% 1.3
OPL
4794
Orland Properties Ltd
British Virgin Islands
$189M -$4.57M -2% 6.18% 77.6% 14 14.29% 0.9
Root Financial Partners
4795
Root Financial Partners
California
$189M +$20.8M +12% 3.34% 62.5% 71 15.49% 0.4
CCM
4796
Consolidated Capital Management
California
$189M -$14.8M -7% 3.65% 166% 49 2.04% 3.1
Reliant Wealth Planning
4797
Reliant Wealth Planning
Kentucky
$189M +$22.8M +14% 3.25% 39.4% 20 55% 0.8
Enzi Wealth
4798
Enzi Wealth
Texas
$188M -$8.07M -4% 2.51% 77% 61 22.95% 0.8
Brick & Kyle Associates
4799
Brick & Kyle Associates
Pennsylvania
$188M +$1.64M +0.9% 1.94% 97.4% 60 10% 5.3
STF Management
4800
STF Management
Texas
$188M +$95.5M +103% 2.01% 208% 102 15.69% 0.6