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
EFIC
5026
Eliot Finkel Investment Counsel
California
$156M +$178K +0.1% 31
BHBT
5027
Burke & Herbert Bank & Trust
Virginia
$156M +$9.6M +7% 150
DAM
5028
Doheny Asset Management
California
$155M +$7.81M +5% 105
MWA
5029
Moser Wealth Advisors
Washington
$155M +$12.9M +9% 175
SIAG
5030
Signet Investment Advisory Group
Rhode Island
$155M +$26.2M +20% 95
AWM
5031
Altus Wealth Management
Kentucky
$155M +$14.3M +10% 36
BAM
5032
Boyar Asset Management
New York
$155M +$7.35M +5% 85
TWA
5033
TPB Wealth Advisors
Texas
$155M +$38.7M +33% 39
HCM
5034
Hall Capital Management
Rhode Island
$155M 95
MCM
5035
Masterton Capital Management
New York
$155M +$17M +12% 24
TWS
5036
Thomas W. Smith
$155M +$11M +8% 8
LI
5037
Lakestar II
Guernsey
$155M -$165M -52% 2
P
5038
&Partners
Tennessee
$155M +$17.1M +12% 183
SCM
5039
Spreng Capital Management
Ohio
$155M +$10.9M +8% 108
SIC
5040
Samalin Investment Counsel
New York
$154M +$5.21M +3% 248
PPWM
5041
PFG Private Wealth Management
Florida
$154M +$8.88M +6% 58
SHA
5042
Seneca House Advisors
Virginia
$154M +$12.7M +9% 85
SC
5043
Steph & Co
Wisconsin
$154M +$10M +7% 243
SFP
5044
Sterling Financial Planning
New Jersey
$154M +$13.7M +10% 414
EIA
5045
Eastover Investment Advisors
North Carolina
$154M +$12.5M +9% 47
WC
5046
Wealth CMT
New Jersey
$154M -$15.8M -9% 19
YAL
5047
Your Advocates Ltd
Texas
$154M +$18.6M +14% 156
WC
5048
Westhampton Capital
North Carolina
$154M +$9.06M +6% 110
MP
5049
Marlowe Partners
New York
$154M -$15.2M -9% 9
WLPWM
5050
Walled Lake Planning & Wealth Management
Illinois
$154M +$9.52M +7% 326