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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
MPPW
5151
Mitchell & Pahl Private Wealth
Oklahoma
$135M -$8.55M -6% 6.38% 75.2% 157 3.82%
SFG
5152
Steward Financial Group
Texas
$135M +$15M +12% 4.64% 1,500 97.13%
EFIC
5153
Eliot Finkel Investment Counsel
California
$135M -$2.84M -2% 4.25% 88.9% 34 23.53%
LA
5154
Lindenwold Advisors
Pennsylvania
$135M -$5.51M -4% 3.83% 75% 112 8.04%
SHA
5155
Seneca House Advisors
Virginia
$135M -$18.2M -12% 5.56% 58.2% 87 10.34%
MAM
5156
Maytree Asset Management
Hong Kong
$135M +$49.1M +57% 1.04% 402% 22 36.36%
WWMSC
5157
Wagner Wealth Management (South Carolina)
South Carolina
$135M +$9.31M +7% 4.74% 36.9% 796 16.58%
HCM
5158
Highview Capital Management
Illinois
$135M +$4.72M +4% 3.47% 123% 104 20.19%
SIM
5159
Strategic Investment Management
Virginia
$135M +$14.5M +12% 6.91% 53.3% 10 0%
RCA
5160
Rex Capital Advisors
Rhode Island
$135M -$20.7M -13% 4.91% 7.31% 18 5.56%
PCM
5161
Prentice Capital Management
Connecticut
$135M -$110M -45% 9.16% 128% 26 38.46%
WB
5162
West Bancorporation
Iowa
$135M -$7.3M -5% 5.25% 64.4% 302 17.22%
MAG
5163
Members Advisory Group
New York
$135M -$6.29M -4% 4.26% 70.6% 21 14.29%
CWP
5164
Corepath Wealth Partners
Arizona
$135M -$487K -0.4% 6.66% 56% 38 2.63%
RC
5165
RDST Capital
Washington
$135M -$6.21M -4% 6.25% 43% 17 11.76%
GB
5166
Goepper Burkhardt
South Carolina
$134M -$7.46M -5% 3.99% 50.4% 62 8.06%
ACM
5167
Ayrshire Capital Management
Connecticut
$134M -$7.02M -5% 4.55% 78.4% 52 9.62%
PU
5168
Petiole USA
New York
$134M +$19.9M +17% 0.81% 105% 42 11.9%
BCM
5169
Banyan Capital Management
Georgia
$134M -$13.9M -9% 7.59% 42.5% 18 0%
SP
5170
StackLine Partners
New York
$134M -$41.6M -24% 4.58% 12.7% 12 8.33%
EFSCE
5171
Enterprise Financial Services Corp (EFSC)
Missouri
$134M -$379M -74% 3.74% 100% 292 52.74%
VWMG
5172
Virginia Wealth Management Group
Virginia
$134M +$30M +29% 5.67% 42.1% 76 22.37%
AC
5173
Almitas Capital
California
$134M -$59.5M -31% 9.96% 86.1% 124 37.9%
PWA
5174
Providence Wealth Advisors
Illinois
$134M -$4.7M -3% 4.22% 112% 99 5.05%
AIM
5175
Aquila Investment Management
New York
$134M -$6.99M -5% 2.57% 53.3% 101 23.76%