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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
TCPG
6076
Trivant Custom Portfolio Group
California
$195M +$12.5M +7% 7.66% 86.1% 105 23.81%
E
6077
EntreWealth
Texas
$194M +$49.7M +34% 5.26% 86 26.74%
EFSCE
6078
Enterprise Financial Services Corp (EFSC)
Missouri
$194M +$6.61M +4% 8.06% 100% 170 12.35%
SERBOO
6079
School Employees Retirement Board of Ohio
Ohio
$194M +$19M +11% 8.15% 5 40%
ATIA
6080
American Trust Investment Advisors
New Hampshire
$194M -$4.26M -2% 6.36% 91% 93 25.81%
FF
6081
Friedenthal Financial
New Jersey
$194M +$11.2M +6% 6.1% 111% 324 37.65%
BWM
6082
Birchcreek Wealth Management
Ohio
$194M +$17M +10% 6.9% 80.7% 122 11.48%
DCM
6083
Delta Capital Management
New Jersey
$193M +$14.6M +8% 10.1% 125% 106 8.49%
BDL
6084
Banque de Luxembourg
Luxembourg
$193M +$18.8M +11% 8.56% 93 20.43%
B
6085
Birchbrook
Maine
$193M +$6.74M +4% 5.16% 279 4.66%
TVWM
6086
Tower View Wealth Management
Wisconsin
$193M +$371K +0.2% 6.18% 132% 200 16%
TC
6087
Tenret Company
Florida
$193M +$9.94M +5% 5.18% 36 2.78%
BFP
6088
Beacon Financial Planning
Massachusetts
$193M +$14M +8% 7.87% 71.1% 54 9.26%
GW
6089
Griffith & Werner
Georgia
$193M 7.54% 71
PCA
6090
Prospect Capital Advisors
California
$193M +$27M +16% 20% 202% 29 13.79%
KA
6091
Kerrisdale Advisers
Florida
$193M +$1.14M +0.6% 14.5% 78.8% 76 14.47%
SAM
6092
Soviero Asset Management
New York
$193M +$27.4M +17% 30.5% 676% 83 57.83%
RF
6093
RHS Financial
California
$193M +$16.7M +10% 7.53% 57.8% 142 14.08%
CWM
6094
CarsonAllaria Wealth Management
Illinois
$192M +$5.83M +3% 6.65% 51.7% 357 80.67%
RBC
6095
Rye Brook Capital
Connecticut
$192M +$96.4M +101% 14.8% 67.3% 31 22.58%
FC
6096
FACT Capital
New York
$192M -$18.1M -9% 11.3% 227% 20 25%
MRCM
6097
Mill Road Capital Management
Connecticut
$192M +$35.9M +23% 27.1% 85.1% 26 11.54%
OF
6098
Optimize Financial
California
$192M +$28.6M +17% 9.79% 458 79.04%
BS
6099
Brighton Securities
New York
$192M +$9M +5% 5.71% 65 15.38%
PPG
6100
Peak Planning Group
Colorado
$192M +$35.7M +23% 9.43% 105% 99 14.14%