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
EBT
3451
Enterprise Bank & Trust
Massachusetts
$223M +$17.1M +8% 97
FSWA
3452
Financial Synergies Wealth Advisors
Texas
$222M +$17.5M +9% 36
JWM
3453
Janiczek Wealth Management
Colorado
$222M +$2.36M +1% 172
KLI
3454
Kelman-Lazarov Inc
Tennessee
$222M +$19.4M +10% 99
PIC
3455
PCJ Investment Counsel
Ontario, Canada
$222M +$29.9M +16% 76
EWA
3456
ERTS Wealth Advisors
Michigan
$222M +$24.4M +12% 87
BCCM
3457
Bridge Creek Capital Management
Massachusetts
$222M +$15.4M +7% 90
IFA
3458
Interactive Financial Advisors
Illinois
$222M +$4.46M +2% 144
BRA
3459
Bender Robert & Associates
California
$222M +$21.7M +11% 50
USGIU
3460
U.S. Global Investors (USGI)
Texas
$222M +$38.6M +21% 192
WCM
3461
Weik Capital Management
Pennsylvania
$221M +$12.9M +6% 121
DI
3462
Diligent Investors
California
$221M +$16.5M +8% 227
QCM
3463
Quadrant Capital Management
New Jersey
$221M +$17.6M +9% 89
CAM
3464
Capco Asset Management
Florida
$221M +$20.1M +10% 22
AEPI
3465
AH Equity Partners I
California
$221M 1
CVSCT
3466
C.V. Starr & Co Trust
New York
$221M -$9.46M -4% 28
BWM
3467
Buckley Wealth Management
Nevada
$220M +$16.1M +8% 139
IDA
3468
Intelligence Driven Advisers
California
$220M +$8.98M +4% 96
SIA
3469
Sovereign Investment Advisors
Arizona
$220M 21
CIM
3470
Corbyn Investment Management
Maryland
$220M -$28.9M -12% 51
TP
3471
TenCore Partners
New York
$220M 13
RCP
3472
Rothschild Capital Partners
New York
$220M +$21M +11% 38
NTCM
3473
Nut Tree Capital Management
New York
$220M +$25.8M +13% 15
AIA
3474
Alera Investment Advisors
Illinois
$220M +$17.7M +9% 81
HIP
3475
Harrell Investment Partners
Texas
$219M 79