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
5051
Eliot Finkel Investment Counsel
California
$138M -$31.4M -19% 33
PLU
5052
Performa Ltd (US)
South Carolina
$138M -$4.33M -3% 71
FIM
5053
FWL Investment Management
Texas
$138M -$24.1M -15% 49
AWP
5054
Accretive Wealth Partners
New Jersey
$138M -$21.6M -14% 116
LAM
5055
L2 Asset Management
Massachusetts
$138M -$23M -14% 144
RFG
5056
Range Financial Group
Oregon
$138M -$18.9M -12% 185
FPCG
5057
Forum Private Client Group
Indiana
$138M +$8.72M +7% 69
BC
5058
Birchview Capital
Vermont
$137M -$1.43M -1% 64
SV
5059
Stilwell Value
New York
$137M -$4.43M -3% 42
RWP
5060
Ridgecrest Wealth Partners
California
$137M -$20.1M -13% 113
PAA
5061
Peregrine Asset Advisers
Oregon
$137M -$58.2M -30% 131
FCPV
5062
FS Capital Partners VI
California
$137M -$122M -47% 1
FMTCOCP
5063
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137M -$19.5M -12% 371
DFS
5064
Dixon Fnancial Services
California
$137M +$5.76M +4% 24
APC
5065
Aristotle Pacific Capital
California
$137M +$22.7M +20% 13
SCM
5066
Salem Capital Management
Massachusetts
$137M -$41.2M -23% 69
MADR
5067
Milestones Administradora de Recursos
Brazil
$137M +$24.1M +21% 19
WWM
5068
Wolff Wiese Magana
California
$137M -$12.2M -8% 1,013
APA
5069
Astoria Portfolio Advisors
New York
$137M +$9.05M +7% 168
HHRDM
5070
H&H Retirement Design & Management
Nevada
$137M -$9.76M -7% 75
SAM
5071
S.A. Mason
Michigan
$137M -$23.4M -15% 334
BAG
5072
Briggs Advisory Group
Rhode Island
$137M -$13.8M -9% 57
RWA
5073
Rainsberger Wealth Advisors
Colorado
$137M -$19.5M -12% 64
BHCM
5074
Brevan Howard Capital Management
Jersey
$137M +$3.85M +3% 56
WPW
5075
Warther Private Wealth
Ohio
$137M -$16.8M -11% 141