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
5801
Eliot Finkel Investment Counsel
California
$155M +$5.95M +4% 30
SC
5802
Slotnik Capital
Texas
$155M +$10.7M +7% 26
SI
5803
SQN Investors
California
$155M -$4.91M -3% 24
LCM
5804
LCM Capital Management
Illinois
$155M +$16.5M +12% 95
DFG
5805
Delphi Financial Group
Delaware
$155M -$15.9M -9% 23
BMCM
5806
Burns Matteson Capital Management
New York
$155M +$12.3M +9% 179
EAM
5807
Eschler Asset Management
United Kingdom
$155M +$28.5M +23% 127
DCM
5808
DG Capital Management
New York
$154M +$2.8M +2% 24
CGC
5809
Continental Grain Company
New York
$154M +$10.7M +7% 3
ICM
5810
Intrepid Capital Management
Florida
$154M +$8.07M +6% 120
CIA
5811
Cohen Investment Advisors
New Hampshire
$154M +$18.5M +14% 77
LWM
5812
Lakeridge Wealth Management
Ohio
$154M +$16M +12% 140
CSIA
5813
Carl Stuart Investment Advisor
Texas
$154M +$5.73M +4% 32
OPWM
5814
Oxinas Partners Wealth Management
Indiana
$154M +$13.1M +9% 132
FGG
5815
Financial Guidance Group
Florida
$154M +$10.1M +7% 58
TWP
5816
Tower Wealth Partners
Pennsylvania
$154M +$12.5M +9% 59
HWMT
5817
Heritage Wealth Management (Texas)
Texas
$154M +$12M +8% 36
BCA
5818
Boundary Creek Advisors
New York
$154M -$1.03M -0.7% 42
ACP
5819
Acuta Capital Partners
California
$154M -$23.7M -13% 45
IWP
5820
Insight Wealth Partners
Texas
$154M +$21.4M +16% 87
GWAM
5821
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M +$10.5M +7% 81
CIA
5822
Cascade Investment Advisors
Oregon
$154M +$13M +9% 118
BAM
5823
Boyar Asset Management
New York
$153M +$20.1M +15% 83
YWM
5824
Yoder Wealth Management
California
$153M +$11.5M +8% 111
OIM
5825
Opus Investment Management
Massachusetts
$153M -$21.1M -12% 40