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
$157M -$908K -0.6% 31
TLA
5052
Tanglewood Legacy Advisors
Texas
$157M +$16.1M +11% 280
CI
5053
Ceera Investments
Texas
$157M -$1.46M -0.9% 85
BDFN
5054
Bond & Devick Financial Network
Minnesota
$157M +$16.4M +12% 131
G
5055
Gainplan
Michigan
$157M +$115M +274% 47
RA
5056
Riverstone Advisors
Texas
$157M +$12.5M +9% 52
TCOK
5057
Trust Company of Kansas
Kansas
$157M +$2.25M +1% 54
WA1
5058
Wimmer Associates 1
California
$157M +$5.08M +3% 110
KCP
5059
Keyframe Capital Partners
New York
$157M +$16.7M +12% 13
PBO
5060
Peoples Bank (Ohio)
Ohio
$157M +$1.26M +0.8% 131
BA
5061
Baugh & Associates
Georgia
$156M +$2.12M +1% 41
IPW
5062
IronBridge Private Wealth
Texas
$156M +$35M +29% 39
AIM
5063
Aspen Investment Management
Michigan
$156M +$3.4M +2% 140
IWN
5064
Independent Wealth Network
Iowa
$156M +$10.1M +7% 214
VBFG
5065
Vishria Bird Financial Group
Tennessee
$156M +$12.8M +9% 62
AWP
5066
Accretive Wealth Partners
New Jersey
$156M +$10.8M +7% 119
RWRC
5067
R.W. Roge & Company
New York
$156M +$5.72M +4% 46
QC
5068
Qalhat Capital
British Virgin Islands
$156M -$53.2M -25% 11
LP
5069
Lexington Partners
New York
$156M -$23.9M -13% 6
BOCH
5070
Blue Owl Capital Holdings
New York
$156M -$78.9M -34% 45
IFA
5071
Interactive Financial Advisors
Illinois
$156M -$10.9M -7% 167
MM
5072
MQS Management
New York
$156M +$8.97M +6% 641
IRAG
5073
Investment Research & Advisory Group
Georgia
$156M +$3.59M +2% 205
SFS
5074
Solitude Financial Services
Virginia
$156M +$9.89M +7% 45
HIS
5075
Horizon Investment Services
Indiana
$156M +$18.1M +13% 123