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
3601
EnerVest
Texas
$320M -$33.6M -9% 1
CCG
3602
Cloverfields Capital Group
Minnesota
$320M -$1.12M -0.3% 75
ACA
3603
Affinity Capital Advisors
California
$320M -$11.4M -3% 127
FWP
3604
Falcon Wealth Planning
California
$320M +$13.9M +5% 83
MSS
3605
Mitchell Sinkler & Starr
Pennsylvania
$319M -$17.5M -5% 122
BLAM
3606
Bourne Lent Asset Management
New York
$319M -$54.4M -15% 63
TTSTC
3607
Texas Treasury Safekeeping Trust Company
Texas
$319M +$16.5M +5% 7
LCM
3608
LDR Capital Management
New York
$318M +$99.4M +45% 75
BFC
3609
Bedel Financial Consulting
Indiana
$318M -$3.29M -1% 1,115
VC
3610
Voss Capital
Texas
$318M -$5.46M -2% 47
IG
3611
Inherent Group
New York
$318M -$60.2M -16% 53
FA
3612
Flagstar Advisors
New York
$318M -$7.85M -2% 147
IWP
3613
IAG Wealth Partners
Wisconsin
$318M +$5.92M +2% 486
PIFP
3614
Partners in Financial Planning
Virginia
$318M -$9.01M -3% 95
LKIM
3615
Lawson Kroeker Investment Management
Nebraska
$318M -$4.39M -1% 61
HEIP
3616
Hudson Edge Investment Partners
New Jersey
$318M -$5.3M -2% 144
PIM
3617
Progressive Investment Management
Oregon
$317M -$43M -12% 57
PC
3618
Prysm Capital
New Jersey
$317M -$338M -52% 1
KS
3619
Karpas Strategies
Connecticut
$317M +$5.06M +2% 127
MSA
3620
Marino Stram & Associates
Massachusetts
$317M -$8.55M -3% 150
AIP
3621
Ahrens Investment Partners
Louisiana
$317M +$90.7M +40% 1,152
BDF
3622
Black Diamond Financial
Maryland
$317M +$19.9M +7% 131
CF
3623
Corrigan Financial
Rhode Island
$316M -$31.5M -9% 93
DA
3624
Doliver Advisors
Texas
$316M +$2.2M +0.7% 190
PIA
3625
Perennial Investment Advisors
California
$316M -$3.71M -1% 244