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
BI
4026
Bulldog Investors
New Jersey
$303M -$1.77M -0.6% 206
EFMC
4027
Empire Financial Management Company
New York
$303M +$47.1M +18% 213
RDFA
4028
Ritter Daniher Financial Advisory
Ohio
$302M +$32.5M +12% 351
LHC
4029
Little House Capital
Massachusetts
$302M +$27.7M +10% 143
NL
4030
Navalign LLC
California
$302M +$15.2M +5% 127
UIA
4031
UG Investment Advisers
Taiwan
$302M -$15.1M -5% 14
SI
4032
Sapience Investments
California
$302M -$118M -28% 86
BRA
4033
Biechele Royce Advisors
Indiana
$302M -$3.85M -1% 68
NF
4034
Nikulski Financial
Iowa
$302M +$28.4M +10% 140
BC
4035
Bruce & Co
Illinois
$301M +$14.9M +5% 39
FFG
4036
Frisch Financial Group
New York
$301M +$35.8M +14% 140
MCM
4037
Multicoin Capital Management
Texas
$301M +$188M +167% 4
MFF
4038
Mango Five Family
Nevada
$301M +$35.3M +13% 90
AIC
4039
Ayalon Insurance Company
Israel
$301M +$25.3M +9% 76
MIC
4040
Meridian Investment Counsel
California
$301M +$9.41M +3% 212
CFG
4041
Carr Financial Group
Massachusetts
$301M +$30.3M +11% 184
BWA
4042
Bordeaux Wealth Advisors
California
$300M +$6.23M +2% 125
OIS
4043
Okabena Investment Services
Minnesota
$300M +$43.4M +17% 104
CLC
4044
Charles-Lim Capital
Hong Kong
$300M -$48.9M -14% 8
FMC
4045
FTV Management Company
California
$300M -$14.6M -5% 1
SCP
4046
Siena Capital Partners
Illinois
$300M -$18.7M -6% 108
BIA
4047
Barry Investment Advisors
Massachusetts
$300M +$4.39M +1% 124
GA
4048
GoalVest Advisory
New York
$300M +$72.5M +32% 487
AFWM
4049
AMJ Financial Wealth Management
Virginia
$299M +$61.8M +26% 84
APWA
4050
Atlas Private Wealth Advisors
New Jersey
$299M -$239M -44% 170