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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
MPWS
5926
McCarter Private Wealth Services
Massachusetts
$195M +$20.4M +12% 130
PWMG
5927
Pinnacle Wealth Management Group
Michigan
$195M +$20.7M +12% 131
SM
5928
Salzhauer Michael
$195M +$36.5M +23% 89
TC
5929
Touchstone Capital
Pennsylvania
$195M 49
RWRC
5930
R.W. Roge & Company
New York
$195M +$18.9M +11% 59
QHA
5931
Quarry Hill Advisors
Minnesota
$195M +$23.1M +13% 52
MLRA
5932
Main Line Retirement Advisors
Montana
$195M +$19.3M +11% 46
YEPX
5933
Yorktown Energy Partners XI
New York
$195M +$79.8M +69% 3
FBC
5934
Fairfield, Bush & Co
Connecticut
$195M +$17.9M +10% 122
PAM
5935
Peninsula Asset Management
Florida
$195M +$5.36M +3% 45
BFA
5936
Brendel Financial Advisors
New Hampshire
$195M +$16.2M +9% 127
TF
5937
Tenon Financial
New Jersey
$195M -$31.7M -14% 49
MP
5938
Makaira Partners
California
$195M -$134M -41% 13
SWIM
5939
Smallwood Wealth Investment Management
New Jersey
$195M +$19.4M +11% 598
TCPG
5940
Trivant Custom Portfolio Group
California
$195M +$12.5M +7% 105
E
5941
EntreWealth
Texas
$194M +$49.7M +34% 86
EFSCE
5942
Enterprise Financial Services Corp (EFSC)
Missouri
$194M +$6.61M +4% 170
SERBOO
5943
School Employees Retirement Board of Ohio
Ohio
$194M +$19M +11% 5
ATIA
5944
American Trust Investment Advisors
New Hampshire
$194M -$4.26M -2% 93
FF
5945
Friedenthal Financial
New Jersey
$194M +$11.2M +6% 324
BWM
5946
Birchcreek Wealth Management
Ohio
$194M +$17M +10% 122
DCM
5947
Delta Capital Management
New Jersey
$193M +$14.6M +8% 106
BDL
5948
Banque de Luxembourg
Luxembourg
$193M +$18.8M +11% 93
B
5949
Birchbrook
Maine
$193M +$6.74M +4% 280
TVWM
5950
Tower View Wealth Management
Wisconsin
$193M +$371K +0.2% 200