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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
E
6076
EntreWealth
Texas
$194M +$49.7M +34% 5.26% 86 26.74%
EFSCE
6077
Enterprise Financial Services Corp (EFSC)
Missouri
$194M +$6.61M +4% 8.06% 100% 170 12.35%
SERBOO
6078
School Employees Retirement Board of Ohio
Ohio
$194M +$19M +11% 8.15% 5 40%
ATIA
6079
American Trust Investment Advisors
New Hampshire
$194M -$4.26M -2% 6.36% 91% 93 25.81%
FF
6080
Friedenthal Financial
New Jersey
$194M +$11.2M +6% 6.1% 111% 324 37.65%
BWM
6081
Birchcreek Wealth Management
Ohio
$194M +$17M +10% 6.9% 80.7% 122 11.48%
DCM
6082
Delta Capital Management
New Jersey
$193M +$14.6M +8% 10.1% 125% 106 8.49%
BDL
6083
Banque de Luxembourg
Luxembourg
$193M +$18.8M +11% 8.56% 93 20.43%
B
6084
Birchbrook
Maine
$193M +$6.74M +4% 5.16% 279 4.66%
TVWM
6085
Tower View Wealth Management
Wisconsin
$193M +$371K +0.2% 6.18% 132% 200 16%
TC
6086
Tenret Company
Florida
$193M +$9.94M +5% 5.18% 36 2.78%
BFP
6087
Beacon Financial Planning
Massachusetts
$193M +$14M +8% 7.87% 71.1% 54 9.26%
GW
6088
Griffith & Werner
Georgia
$193M 7.54% 71
PCA
6089
Prospect Capital Advisors
California
$193M +$27M +16% 20% 202% 29 13.79%
KA
6090
Kerrisdale Advisers
Florida
$193M +$1.14M +0.6% 14.5% 78.8% 76 14.47%
SAM
6091
Soviero Asset Management
New York
$193M +$27.4M +17% 30.5% 676% 83 57.83%
RF
6092
RHS Financial
California
$193M +$16.7M +10% 7.53% 57.8% 142 14.08%
CWM
6093
CarsonAllaria Wealth Management
Illinois
$192M +$5.83M +3% 6.65% 51.7% 357 80.67%
RBC
6094
Rye Brook Capital
Connecticut
$192M +$96.4M +101% 14.8% 67.3% 31 22.58%
FC
6095
FACT Capital
New York
$192M -$18.1M -9% 11.3% 227% 20 25%
MRCM
6096
Mill Road Capital Management
Connecticut
$192M +$35.9M +23% 27.1% 85.1% 26 11.54%
OF
6097
Optimize Financial
California
$192M +$28.6M +17% 9.79% 458 79.04%
BS
6098
Brighton Securities
New York
$192M +$9M +5% 5.71% 65 15.38%
PPG
6099
Peak Planning Group
Colorado
$192M +$35.7M +23% 9.43% 105% 99 14.14%
AIM
6100
Athena Investment Management
California
$192M +$13.1M +7% 8.28% 80.6% 159 5.03%