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
EFN
4651
Equita Financial Network
Pennsylvania
$239M +$16.7M +7% 83
ERP
4652
Eldred Rock Partners
Texas
$239M +$55.8M +30% 30
ILI
4653
Invesco LLC (Illinois)
Illinois
$239M +$4.09M +2% 157
GFPC
4654
Global Financial Private Client
Florida
$239M +$6.53M +3% 733
CFP
4655
Cypress Financial Planning
New Jersey
$239M +$20.6M +9% 71
UOMF
4656
University of Massachusetts Foundation
Massachusetts
$239M -$1.4M -0.6% 4
AWP
4657
Accretive Wealth Partners
New Jersey
$239M +$12.9M +6% 139
RLIM
4658
Red Lighthouse Investment Management
New York
$239M -$9.84M -4% 107
HAM
4659
Harmony Asset Management
Arizona
$239M -$3.93M -2% 162
JWS
4660
Juncture Wealth Strategies
Arizona
$239M +$6.24M +3% 124
HIP
4661
Hengistbury Investment Partners
United Kingdom
$239M +$10.8M +5% 6
WA
4662
Waterford Advisors
New York
$239M +$2.85M +1% 57
SAS
4663
Stelac Advisory Services
New York
$238M +$25.5M +12% 114
DFG
4664
Delta Financial Group
New Jersey
$238M -$101M -30% 246
WHAM
4665
Windmill Hill Asset Management
United Kingdom
$238M -$41M -15% 29
YAL
4666
Your Advocates Ltd
Texas
$238M +$1.25M +0.5% 264
FP
4667
FFG Partners
Florida
$238M +$8.38M +4% 33
DK
4668
David Kennon
Florida
$238M +$4.19M +2% 34
3C
4669
325 Capital
New York
$238M +$21.5M +10% 13
HLCM
4670
Hi-Line Capital Management
South Dakota
$238M -$43.7M -16% 40
UC
4671
Unio Capital
New Jersey
$238M +$10.8M +5% 37
VBFG
4672
Vishria Bird Financial Group
Tennessee
$238M +$4.4M +2% 64
NG
4673
NWK Group
California
$238M +$24.6M +12% 65
MADR
4674
Milestones Administradora de Recursos
Brazil
$238M +$51.7M +28% 30
ATFA
4675
All Terrain Financial Advisors
Minnesota
$238M +$5.86M +3% 88