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
EFH
4801
Eaton Financial Holdings
Florida
$241M -$18.8M -7% 70
CCM
4802
Consolidated Capital Management
California
$241M +$11.5M +5% 51
OFA
4803
Oak Family Advisors
Illinois
$241M -$14.8M -6% 121
VM
4804
Valor Management
Illinois
$241M -$8.58M -3% 4
BO
4805
Bank OZK
Arkansas
$240M -$754K -0.3% 148
ECM
4806
Engle Capital Management
Connecticut
$240M -$93.9M -28% 30
TC
4807
TFR Capital
Texas
$240M +$38.9M +19% 154
AWA
4808
Acorn Wealth Advisors
Michigan
$240M -$1.98M -0.8% 241
LCC
4809
Lincoln Capital Corp
Rhode Island
$240M -$3.38M -1% 99
LFP
4810
Lakeshore Financial Planning
Michigan
$240M +$5.7M +2% 85
1CM
4811
14B Capital Management
California
$240M +$10.3M +4% 12
TPW
4812
Tiller Private Wealth
Pennsylvania
$240M +$4.14M +2% 60
SIMC
4813
Squire Investment Management Company
Utah
$240M +$12.7M +6% 70
WWM
4814
Waterway Wealth Management
Texas
$240M +$12.6M +6% 89
SW
4815
StrongBox Wealth
Missouri
$240M +$3.68M +2% 95
GFG
4816
Greenberg Financial Group
Arizona
$240M 110
PCM
4817
Presidio Capital Management
California
$240M +$53M +28% 81
MDCM
4818
Morgan Dempsey Capital Management
Wisconsin
$240M -$8.75M -4% 114
HIA
4819
HTG Investment Advisors
Connecticut
$240M +$21.1M +10% 69
BAMG
4820
Brand Asset Management Group
Missouri
$240M -$6.57M -3% 94
WIM
4821
WIM Investment Management
Hong Kong
$240M -$51.5M -18% 17
GWP
4822
Gen-Wealth Partners
Michigan
$240M +$6.94M +3% 678
SIM
4823
Synergy Investment Management
Florida
$239M +$6.94M +3% 678
CWA
4824
Consilio Wealth Advisors
Washington
$239M -$5.05M -2% 81
JAM
4825
JCIC Asset Management
Ontario, Canada
$239M -$7.33M -3% 165