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
EP
4801
Essential Planning
New Hampshire
$227M +$27.6M +14% 76
FFA
4802
Fi3 Financial Advisors
Indiana
$227M +$9.74M +4% 91
EW
4803
Enzi Wealth
Texas
$227M +$14.2M +7% 67
SWM
4804
Selective Wealth Management
Virginia
$227M -$3.09M -1% 107
ECML
4805
Eagle Capital Management (Louisiana)
Louisiana
$227M +$4.76M +2% 41
DC
4806
Dorval Corp
Minnesota
$227M +$10.8M +5% 27
MHP
4807
Manatuck Hill Partners
Connecticut
$227M -$575K -0.3% 149
FWM
4808
Foguth Wealth Management
Michigan
$227M +$40.2M +22% 162
OWIM
4809
Old West Investment Management
California
$227M +$29M +15% 63
MW
4810
Marks Wealth
Maryland
$227M -$38M -14% 24
SST
4811
S Squared Technology
New York
$227M +$8.8M +4% 36
RWA
4812
Rooted Wealth Advisors
Illinois
$227M +$23.6M +12% 88
MFG
4813
Monte Financial Group
Connecticut
$226M -$1.76M -0.8% 86
CG
4814
Clarus Group
Texas
$226M +$83.6M +59% 125
PWM
4815
Purus Wealth Management
California
$226M +$23.9M +12% 118
IAS
4816
IMA Advisory Services
Colorado
$226M +$14.9M +7% 77
VWM
4817
Vigilare Wealth Management
Arizona
$226M +$23.4M +12% 100
KIC
4818
Kensington Investment Counsel
California
$226M +$7.12M +3% 111
LIM
4819
Letson Investment Management
Georgia
$226M -$10.5M -4% 96
MS
4820
Madden Securities
Texas
$226M +$9.22M +4% 109
BAG
4821
Bridgewealth Advisory Group
California
$226M +$21.5M +10% 87
IRAG
4822
Investment Research & Advisory Group
Georgia
$226M +$8.36M +4% 216
ROC
4823
Robertson Opportunity Capital
Texas
$226M +$3.4M +2% 26
DI
4824
DAGCO Inc
Ohio
$225M +$5.73M +3% 232
CAG
4825
Compass Advisory Group
New York
$225M -$1.05M -0.5% 79