We are live on ! Find out more

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
BFA
6001
Brendel Financial Advisors
New Hampshire
$195M +$16.2M +9% 10.6% 110% 127 40.16%
TF
6002
Tenon Financial
New Jersey
$195M -$31.7M -14% 6.12% 49 8.16%
MP
6003
Makaira Partners
California
$195M -$134M -41% 8.89% 22% 13 7.69%
BAM
6004
Bosun Asset Management
Illinois
$195M -$141M -42% 8.35% 240% 200 66.5%
TCPG
6005
Trivant Custom Portfolio Group
California
$195M +$12.5M +7% 7.66% 86.1% 105 23.81%
E
6006
EntreWealth
Texas
$194M +$49.7M +34% 5.26% 86 26.74%
EFSCE
6007
Enterprise Financial Services Corp (EFSC)
Missouri
$194M +$6.61M +4% 8.06% 67.6% 170 12.35%
SERBOO
6008
School Employees Retirement Board of Ohio
Ohio
$194M +$19M +11% 8.15% 5 40%
ATIA
6009
American Trust Investment Advisors
New Hampshire
$194M -$4.26M -2% 6.36% 81.1% 93 25.81%
FF
6010
Friedenthal Financial
New Jersey
$194M +$11.2M +6% 6.1% 111% 324 37.65%
BWM
6011
Birchcreek Wealth Management
Ohio
$194M +$17M +10% 6.9% 54.9% 122 11.48%
DCM
6012
Delta Capital Management
New Jersey
$193M +$14.6M +8% 10.1% 125% 106 8.49%
BDL
6013
Banque de Luxembourg
Luxembourg
$193M +$18.8M +11% 8.56% 93 20.43%
B
6014
Birchbrook
Maine
$193M +$6.74M +4% 5.16% 279 4.66%
TVWM
6015
Tower View Wealth Management
Wisconsin
$193M +$371K +0.2% 6.18% 132% 200 16%
TC
6016
Tenret Company
Florida
$193M +$9.94M +5% 5.18% 36 2.78%
BFP
6017
Beacon Financial Planning
Massachusetts
$193M +$14M +8% 7.87% 58.7% 54 9.26%
GW
6018
Griffith & Werner
Georgia
$193M 7.54% 71
PCA
6019
Prospect Capital Advisors
California
$193M +$27M +16% 20% 136% 29 13.79%
KA
6020
Kerrisdale Advisers
Florida
$193M +$1.14M +0.6% 14.5% 49.7% 76 14.47%
SAM
6021
Soviero Asset Management
New York
$193M +$27.4M +17% 30.5% 503% 83 57.83%
RF
6022
RHS Financial
California
$193M +$16.7M +10% 7.53% 47.5% 142 14.08%
CWM
6023
CarsonAllaria Wealth Management
Illinois
$192M +$5.83M +3% 6.65% 51.7% 357 80.67%
RBC
6024
Rye Brook Capital
Connecticut
$192M +$96.4M +101% 14.8% 67.3% 31 22.58%
FC
6025
FACT Capital
New York
$192M -$18.1M -9% 11.3% 169% 20 25%