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
WI
5026
Wahed Invest
New York
$170M -$9.88M -5% 244
MSA
5027
Mason Street Advisors
Wisconsin
$170M +$32.2M +23% 11
PHM
5028
Prospect Hill Management
New Jersey
$170M -$3.62M -2% 16
ACM
5029
Ayrshire Capital Management
Connecticut
$170M -$27.4M -14% 58
PC
5030
Phoenician Capital
New York
$170M -$39M -19% 13
EFIC
5031
Eliot Finkel Investment Counsel
California
$169M -$1.49M -0.9% 33
EML
5032
Eos Management LP
New York
$169M -$527K -0.3% 33
TLA
5033
Tree Line Advisors
Hong Kong
$169M -$161M -49% 7
FF
5034
Friedenthal Financial
New Jersey
$169M +$7.83M +5% 82
SAM
5035
Soditic Asset Management
United Kingdom
$169M -$25.1M -13% 19
SIAM
5036
Sterling Investment Advisors (Missouri)
Missouri
$169M -$6.67M -4% 32
FEM
5037
Fulcrum Equity Management
Texas
$169M -$98.5M -37% 207
LBC
5038
Lawrence B. Cohen
$169M -$87.4M -34% 100
WG
5039
Watchman Group
Texas
$169M -$22.2M -12% 87
ZIMP
5040
Zimmermann Investment Management & Planning
Pennsylvania
$169M -$9.71M -5% 99
AWA
5041
Alta Wealth Advisors
Massachusetts
$169M +$6.29M +4% 165
I2I
5042
Insight 2811 Inc
Illinois
$169M -$7.73M -4% 97
PWS
5043
Precision Wealth Strategies
Missouri
$168M +$29.7M +21% 183
HSWM
5044
Hubbell Strickland Wealth Management
Louisiana
$168M -$12.3M -7% 68
SAM
5045
Seelaus Asset Management
New Jersey
$168M -$15.9M -9% 316
SCM
5046
Susquehanna Capital Management
Pennsylvania
$168M -$105M -38% 2
CWA
5047
Capital Wealth Alliance
Arizona
$168M -$3.31M -2% 157
MWM
5048
MBE Wealth Management
Wisconsin
$168M -$26.5M -14% 74
SC
5049
Steph & Co
Wisconsin
$168M -$4.92M -3% 314
WLPWM
5050
Walled Lake Planning & Wealth Management
Illinois
$168M -$4.43M -3% 102