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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
4876
Eliot Finkel Investment Counsel
California
$155M +$22.9M +17% 11.8% 55.2% 29 6.9%
AA
4877
Argent Advisors
Louisiana
$155M -$7.97M -5% 9.82% 51.7% 162 22.22%
SMP
4878
Santa Monica Partners
Florida
$155M +$20.1M +15% 26.9% 123% 25 0%
JFG
4879
Jefferies Financial Group
New York
$155M -$39M -20% 13.4% 104% 7 28.57%
BCM
4880
Brookmont Capital Management
Texas
$155M +$13.3M +9% 10.9% 36.6% 55 12.73%
GWM
4881
Gitterman Wealth Management
New Jersey
$155M 2.13% 33% 65
GPFA
4882
Game Plan Financial Advisors
Ohio
$155M +$14.4M +10% 9.79% 111 27.03%
SLWS
4883
Swaine & Leidel Wealth Services
Florida
$155M +$17.2M +12% 7.26% 76 30.26%
AWM
4884
Act Wealth Management
Texas
$155M -$719K -0.5% 3.96% 66.7% 36 22.22%
RM
4885
Rudius Management
New York
$155M +$74.2M +92% 12.9% 8.21% 4 25%
AA
4886
Altman Advisors
Illinois
$155M -$4.35M -3% 0.74% 87 16.09%
HA
4887
HC Advisors
Georgia
$155M +$8.44M +6% 4.58% 55.2% 102 27.45%
EAM
4888
Eukles Asset Management
Ohio
$155M +$10M +7% 6.23% 69.7% 216 21.76%
AWA
4889
ARQ Wealth Advisors
Arizona
$155M -$4.56M -3% 4.67% 53.3% 51 11.76%
LB
4890
Legacy Bridge
Iowa
$155M +$16.6M +12% 9.09% 149% 297 3.37%
LFPWM
4891
Leicht Financial Planning & Wealth Management
New Jersey
$154M +$6.94M +5% 5.89% 46.3% 25 24%
MWM
4892
Maltin Wealth Management
New Jersey
$154M +$11.6M +8% 4.76% 51.9% 108 16.67%
TC
4893
Tacita Capital
Ontario, Canada
$154M +$2.25M +1% 7.51% 60.3% 213 21.13%
APC
4894
Aristotle Pacific Capital
California
$154M +$982K +0.6% 6.05% 1.3% 22 4.55%
SSCM
4895
Summit Street Capital Management
New York
$154M +$20.3M +15% 26.6% 144% 36 13.89%
CWA
4896
Clearview Wealth Advisors
Oregon
$154M +$5.23M +4% 3.64% 45.2% 664 14.76%
WFAG
4897
Wescott Financial Advisory Group
Pennsylvania
$154M +$11.6M +8% 5.25% 45% 69 24.64%
CI
4898
Cordant Inc
Oregon
$154M +$26.9M +21% 5.22% 47% 92 43.48%
AIA
4899
Armor Investment Advisors
North Carolina
$154M +$12.4M +9% 6.66% 43.8% 169 9.47%
MFM
4900
Mohican Financial Management
Connecticut
$154M +$55.6M +56% 0% 0% 57 29.82%