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
MMM
4926
Mendel Money Management
Illinois
$231M +$17.7M +8% 137
OIA
4927
Optimum Investment Advisors
Illinois
$231M +$8.5M +4% 663
IWP
4928
Invenio Wealth Partners
Florida
$231M +$29.4M +15% 103
GIA
4929
Goodwin Investment Advisory
Georgia
$231M +$13.1M +6% 36
GP
4930
Geneva Partners
Wisconsin
$231M -$11.8M -5% 86
RWP
4931
Reliant Wealth Planning
Kentucky
$231M +$14.2M +7% 27
EECFX
4932
EnCap Energy Capital Fund X
Texas
$231M 1
TFG
4933
Tilson Financial Group
New Jersey
$231M +$132M +133% 72
BC
4934
Barrett & Company
Rhode Island
$231M +$9.84M +4% 615
CA
4935
Claris Advisors
Missouri
$231M +$36.5M +19% 1,236
SFG
4936
Socha Financial Group
New York
$230M +$16.8M +8% 23
2L
4937
25 LLC
Missouri
$230M +$19.8M +9% 55
CH
4938
CVS Health
Rhode Island
$230M +$13.4M +6% 6
BCP
4939
BlackBarn Capital Partners
New York
$230M +$36.1M +19% 25
RS
4940
Rakuten Securities
Japan
$230M -$2.89M -1% 803
CWG
4941
Crown Wealth Group
North Carolina
$230M +$29.8M +15% 123
CFLC
4942
California First Leasing Corp
California
$230M +$6.24M +3% 45
DR
4943
Davis Rea
Ontario, Canada
$230M +$29.8M +15% 39
SIC
4944
Samalin Investment Counsel
New York
$230M +$15.8M +7% 294
RA
4945
Ruggaard & Associates
Ohio
$230M +$13.5M +6% 119
PIP
4946
Palisades Investment Partners
California
$230M +$27.8M +14% 43
LWMNY
4947
Landmark Wealth Management (New York)
New York
$230M +$101M +79% 77
VU
4948
Valence8 US
Massachusetts
$229M +$37.6M +20% 56
HC
4949
Hillman Company
Pennsylvania
$229M +$20.9M +10% 14
WS
4950
Wela Strategies
Georgia
$229M +$14.7M +7% 54