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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
EP
4851
Essential Planning
New Hampshire
$314M +$23.1M +8% 2.66% 38.1% 92 9.78%
HP
4852
HealthInvest Partners
Sweden
$313M +$59.4M +23% 18.4% 46 32.61%
FUBT
4853
First United Bank & Trust
Maryland
$313M +$5.26M +2% 1.82% 69.2% 425 8.71%
MIM
4854
MTM Investment Management
South Carolina
$313M -$1.42M -0.4% 2.49% 80.5% 746 7.37%
GIM
4855
Gold Investment Management
Alberta, Canada
$313M +$15.6M +5% 5.93% 205 1.46%
IB
4856
Iyo Bank
Japan
$313M +$48.2M +18% 6.13% 125% 45 26.67%
DC
4857
Dorval Corp
Minnesota
$313M +$11.1M +4% 0.05% 43 2.33%
SM
4858
Sensible Money
Arizona
$313M +$18.9M +6% 3.64% 65% 92 10.87%
HBW
4859
Hazlett, Burt & Watson
West Virginia
$313M +$30M +11% 3.18% 97.1% 972 12.45%
PWAC
4860
Private Wealth Advisors (California)
California
$313M +$15.6M +5% 3.8% 63.6% 97 13.4%
RF
4861
Robinswood Financial
Washington
$313M +$12.8M +4% 1.23% 38.8% 419 10.74%
RGC
4862
Regents Gate Capital
United Kingdom
$312M +$30.7M +11% 3.52% 57 57.89%
NCM
4863
Next Capital Management
New York
$312M +$12.7M +4% 1.36% 61.3% 148 14.19%
RM
4864
Radcliff Management
New York
$312M -$41.1M -12% 11.6% 47.6% 1 0%
HM
4865
Harvest Management
New York
$312M +$80.6M +35% 23.5% 610% 97 71.13%
GWP
4866
Gen-Wealth Partners
Michigan
$312M +$15.9M +5% 2.64% 736 13.86%
CW
4867
Cabot-Wellington
Massachusetts
$312M +$2.7M +0.9% 2.21% 65% 5 0%
VSI
4868
Verde Servicos Internacionais
Brazil
$312M -$38.9M -11% 1.9% 120% 54 66.67%
PS
4869
Planned Solutions
California
$312M +$20.9M +7% 2.58% 60.8% 146 10.27%
SC
4870
Sykon Capital
New York
$312M +$11.8M +4% 1.28% 63.7% 123 21.95%
BW
4871
Balance Wealth
Ohio
$312M -$93.3M -23% 2.21% 151 17.22%
SC
4872
Schiavi & Co
Delaware
$311M +$7.73M +3% 1.72% 41.4% 47 12.77%
SCM
4873
Sophron Capital Management
New Jersey
$311M -$13.6M -4% 4.25% 43 18.6%
BBWA
4874
Bell & Brown Wealth Advisors
California
$311M +$5.3M +2% 5.35% 75 9.33%
CRI
4875
Commonwealth Retirement Investments
Virginia
$311M +$16.5M +6% 2.3% 84.4% 438 72.6%