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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
NFG
5326
Northeast Financial Group
Pennsylvania
$171M +$15.8M +10% 8% 31.6% 48 12.5%
EFIC
5327
Eliot Finkel Investment Counsel
California
$171M +$14.9M +10% 12% 88.9% 34 8.82%
CIA
5328
Citadel Investment Advisory
Ohio
$171M +$9.57M +6% 7.29% 67.4% 75 1.33%
SFG
5329
Sowa Financial Group
Rhode Island
$171M +$16.7M +11% 9.27% 77.7% 73 9.59%
NC
5330
Naman Capital
Brazil
$171M +$8.51M +5% 4.95% 89.9% 17 0%
TI
5331
Truehand Inc
New Hampshire
$171M +$1.59M +0.9% 9.55% 86.9% 194 2.06%
CIA
5332
Cascade Investment Advisors
Oregon
$171M +$17.3M +11% 9.66% 71.4% 266 3.38%
CI
5333
Cordant Inc
Oregon
$171M +$6.26M +4% 3.11% 47% 400 84.5%
JHA
5334
Jackson Hill Advisors
Texas
$171M 7.62% 61.2% 9
BHBT
5335
Burke & Herbert Bank & Trust
Virginia
$171M +$15.8M +10% 11.9% 67.8% 153 5.88%
BMA
5336
Brooks Moore & Associates
Tennessee
$170M +$17.7M +12% 11% 63.7% 100 7%
FLC
5337
Fifth Lane Capital
Texas
$170M 1.09% 80.4% 299
RTC
5338
Riverview Trust Company
Washington
$170M +$76M +80% 5.44% 87.6% 242 4.55%
ACM
5339
AUA Capital Management
Pennsylvania
$170M +$12.5M +8% 6.78% 61.4% 364 3.3%
RWA
5340
Rainsberger Wealth Advisors
Colorado
$170M 7.01% 66
CP
5341
CenterBook Partners
Connecticut
$170M 0.44% 62.4% 278
CFC
5342
Coyle Financial Counsel
Illinois
$170M -$752K -0.4% 8.94% 62.4% 68 8.82%
CCM
5343
Conway Capital Management
California
$170M +$22.7M +15% 14.6% 139% 75 25.33%
GSWM
5344
Greenup Street Wealth Management
Michigan
$170M 5.9% 65.6% 82
BI
5345
Bregal Investments
New York
$170M -$103M -38% 37.7% 1 0%
BNAGPJ
5346
Bregal North America General Partner Jersey
Jersey
$170M -$103M -38% 37.7% 71.3% 1 0%
BSI
5347
Bregal Sagemount I
Jersey
$170M -$103M -38% 37.7% 71.3% 1 0%
EA
5348
Eudaimonia Advisors
Tennessee
$170M 8.6% 165
WDC
5349
Woodward Diversified Capital
California
$170M +$10.5M +7% 8.96% 107% 219 25.57%
EML
5350
Eos Management LP
New York
$170M +$9.09M +6% 5.46% 152% 30 3.33%