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
$169M -$1.49M -0.9% 33
EECFV
5027
EnCap Energy Capital Fund VIII
Texas
$169M 3
EML
5028
Eos Management LP
New York
$169M -$527K -0.3% 33
TLA
5029
Tree Line Advisors
Hong Kong
$169M -$161M -49% 7
FF
5030
Friedenthal Financial
New Jersey
$169M +$7.83M +5% 82
SAM
5031
Soditic Asset Management
United Kingdom
$169M -$25.1M -13% 19
SIAM
5032
Sterling Investment Advisors (Missouri)
Missouri
$169M -$6.67M -4% 32
FEM
5033
Fulcrum Equity Management
Texas
$169M -$98.5M -37% 207
LBC
5034
Lawrence B. Cohen
$169M -$87.4M -34% 100
WG
5035
Watchman Group
Texas
$169M -$22.2M -12% 87
ZIMP
5036
Zimmermann Investment Management & Planning
Pennsylvania
$169M -$9.71M -5% 99
AWA
5037
Alta Wealth Advisors
Massachusetts
$169M +$6.29M +4% 165
I2I
5038
Insight 2811 Inc
Illinois
$169M -$7.73M -4% 97
PWS
5039
Precision Wealth Strategies
Missouri
$168M +$29.7M +21% 183
HSWM
5040
Hubbell Strickland Wealth Management
Louisiana
$168M -$12.3M -7% 68
SAM
5041
Seelaus Asset Management
New Jersey
$168M -$15.9M -9% 316
SCM
5042
Susquehanna Capital Management
Pennsylvania
$168M -$105M -38% 2
CWA
5043
Capital Wealth Alliance
Arizona
$168M -$3.31M -2% 157
MWM
5044
MBE Wealth Management
Wisconsin
$168M -$26.5M -14% 74
SC
5045
Steph & Co
Wisconsin
$168M -$4.92M -3% 314
WLPWM
5046
Walled Lake Planning & Wealth Management
Illinois
$168M -$4.43M -3% 102
ICM
5047
Intrepid Capital Management
Florida
$168M -$28.5M -15% 68
HFA
5048
HC Financial Advisors
California
$168M -$12M -7% 346
WWP
5049
WR Wealth Planners
Missouri
$168M 519
LFPWM
5050
Leicht Financial Planning & Wealth Management
New Jersey
$168M -$7.33M -4% 24