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
ECM
3801
Engle Capital Management
Connecticut
$276M -$47.4M -15% 34
WDG
3802
Wealth Dimensions Group
Ohio
$276M +$964K +0.4% 138
OPA
3803
Old Port Advisors
Maine
$276M 206
WA
3804
Wambolt & Associates
Colorado
$276M -$5.46M -2% 259
CP
3805
Covenant Partners
Tennessee
$275M -$1.4M -0.5% 200
BCFS
3806
Butensky & Cohen Financial Security
Florida
$275M -$2.73M -1% 96
IIC
3807
Integrated Investment Consultants
Michigan
$275M -$40.6M -13% 273
V
3808
ValueWorks
New York
$275M -$1.36M -0.5% 33
PFM
3809
Peak Financial Management
Massachusetts
$275M -$5.98M -2% 83
MP
3810
Mediatel Partners
Texas
$275M +$15M +6% 3
AIM
3811
Alpine Investment Management
Hong Kong
$275M -$65.4M -19% 13
BC
3812
Brahman Capital
New York
$275M -$93.6M -25% 24
LMKC
3813
L.M. Kohn & Company
Ohio
$274M +$9.08M +3% 253
SAS
3814
SMI Advisory Services
Indiana
$274M 43
DWM
3815
Drive Wealth Management
Utah
$274M +$4.18M +2% 315
GLAM
3816
Gardner Lewis Asset Management
Pennsylvania
$274M +$428K +0.2% 87
HA
3817
Hamel Associates
New Jersey
$274M -$12M -4% 77
BL
3818
BCWM LLC
Kansas
$274M -$30M -10% 61
EGA
3819
E&G Advisors
Texas
$273M -$12.4M -4% 202
OBGC
3820
O'Brien Greene & Co
Pennsylvania
$273M -$14.3M -5% 130
PRWA
3821
Platte River Wealth Advisors
Colorado
$273M -$12M -4% 102
KA
3822
Kozak & Associates
Colorado
$273M +$25.4M +10% 421
CIM
3823
CIM Investment Management
Pennsylvania
$273M -$20.7M -7% 297
ACM
3824
Argyle Capital Management
Pennsylvania
$273M -$4.42M -2% 125
WC
3825
Winmill & Co
New York
$273M -$6.59M -2% 75