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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
5401
Eliot Finkel Investment Counsel
California
$149M -$8.73M -6% 4.77% 88.9% 32 3.13%
XSC
5402
X-Square Capital
Puerto Rico
$149M $0 0% 1.71% 158% 142 0%
HPWA
5403
Hall Private Wealth Advisors
North Carolina
$149M -$36.2M -20% 4.05% 48 22.92%
AFM
5404
Abbot Financial Management
Massachusetts
$149M -$7.14M -5% 2.89% 102% 116 4.31%
SI
5405
Saxon Interests
Texas
$149M -$38.1M -20% 3.83% 73% 206 91.26%
CWMU
5406
Caliber Wealth Management (Utah)
Utah
$149M -$575K -0.4% 3.83% 36.5% 56 1.79%
TWM
5407
Triton Wealth Management
Arizona
$149M -$29.3M -16% 5.65% 87 19.54%
QS
5408
Quantitative Strategies
California
$149M -$358K -0.2% 4.5% 20 0%
WCAU
5409
Working Capital Advisors (UK)
United Kingdom
$149M +$6.53M +5% 23.5% 24.8% 4 0%
EWA
5410
Etesian Wealth Advisors
Oregon
$149M -$4.62M -3% 2.34% 54.8% 108 2.78%
CFO
5411
Custos Family Office
Texas
$148M -$5.96M -4% 3.88% 57.4% 46 19.57%
RFS
5412
Retirement Financial Solutions
Tennessee
$148M +$2.78M +2% 3.72% 50% 46 43.48%
IFA
5413
Interactive Financial Advisors
Illinois
$148M +$1.12M +0.8% 3.83% 47.6% 84 4.76%
LBC
5414
Lawrence B. Cohen
$148M -$7.95M -5% 3.43% 41.8% 69 17.39%
DFS
5415
Dixon Fnancial Services
California
$148M -$5.75M -4% 2.37% 70% 24 0%
PWM
5416
Purus Wealth Management
California
$148M -$6.06M -4% 2.82% 156% 118 3.39%
CL
5417
COWA LLC
Oklahoma
$148M -$3.83M -3% 0.56% 65.5% 112 11.61%
MMRF
5418
Michelson Medical Research Foundation
California
$148M +$7.56M +5% 2.47% 52.2% 28 32.14%
RF
5419
Robbins Farley
New Hampshire
$148M +$3.54M +2% 4.45% 98.2% 194 22.68%
FAG
5420
Fortitude Advisory Group
Washington
$148M +$11.7M +9% 3.27% 131% 223 11.66%
VWMG
5421
Virginia Wealth Management Group
Virginia
$148M +$2.12M +1% 2.48% 42.1% 72 6.94%
6F
5422
626 Financial
Michigan
$148M -$8.85M -6% 3.58% 71.3% 116 9.48%
GL
5423
GHE LLC
Tennessee
$148M -$1.5M -1% 0.54% 188% 55 0%
NCM
5424
Northland Capital Management
Minnesota
$148M +$12.3M +9% 2.82% 36.1% 35 28.57%
ICP
5425
Indus Capital Partners
New York
$148M +$97.9M +197% 7.89% 117% 8 50%