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
$269M +$20.4M +8% 83
CCME
4802
CIBC Capital Markets (Europe)
Luxembourg
$268M +$203M +311% 10
FP
4803
Flagship Pioneering
Massachusetts
$268M +$32.7M +14% 4
IRAG
4804
Investment Research & Advisory Group
Georgia
$268M +$29M +12% 276
RWM
4805
RBA Wealth Management
California
$268M +$15.6M +6% 97
HP
4806
Holowesko Partners
Bahamas
$268M +$606K +0.2% 30
CWM
4807
Capital Wealth Management
Rhode Island
$268M +$27.1M +11% 40
EWA
4808
Etesian Wealth Advisors
Oregon
$268M +$36.2M +16% 142
FW
4809
FullCircle Wealth
Texas
$268M +$25.2M +10% 277
ILI
4810
Invesco LLC (Illinois)
Illinois
$268M +$24.6M +10% 137
GM
4811
Granger Management
New York
$268M -$9.41M -3% 6
CPI
4812
Crestview Partners IV
New York
$268M -$42.2M -14% 2
LRIC
4813
Long Road Investment Counsel
Michigan
$268M +$10.1M +4% 82
BAMG
4814
Brand Asset Management Group
Missouri
$268M +$28.1M +12% 95
DK
4815
David Kennon
Florida
$268M +$16.4M +7% 37
WAOI
4816
Wealth Advisors of Iowa
Iowa
$268M +$34.9M +15% 83
ACM
4817
Allred Capital Management
Texas
$267M +$17.2M +7% 166
EBT
4818
Enterprise Bank & Trust
Massachusetts
$267M +$8.53M +3% 139
TFO
4819
Timonier Family Office
North Carolina
$267M +$41.3M +18% 55
WE
4820
Wealth Effects
Massachusetts
$267M +$29.2M +12% 212
HAM
4821
Harmony Asset Management
Arizona
$267M +$28.8M +12% 179
VWM
4822
Vigilare Wealth Management
Arizona
$267M +$16.3M +7% 131
BC
4823
Barrett & Company
Rhode Island
$267M +$34.4M +15% 652
GFPC
4824
Global Financial Private Client
Florida
$267M +$4.9M +2% 1,684
S
4825
Siemens
Germany
$267M +$73.9M +38% 1