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
5876
Eliot Finkel Investment Counsel
California
$163M +$11.1M +7% 31
M1FG
5877
Mach-1 Financial Group
Arkansas
$163M +$21M +15% 90
MCM
5878
Mendel Capital Management
Arkansas
$163M +$8.21M +5% 100
SWM
5879
Salvus Wealth Management
New Jersey
$163M +$17.2M +12% 119
SVBP
5880
Strategic Value Bank Partners
Ohio
$163M +$11.9M +8% 22
NAAA
5881
New Age Alpha Advisors
New York
$163M -$18M -10% 179
AL
5882
ADE LLC
Maryland
$163M +$14.5M +10% 84
WAL
5883
W Advisors LLC
Tennessee
$162M +$9.92M +7% 120
TF
5884
Tudor Financial
Ohio
$162M 124
HCM
5885
Helios Capital Management
Singapore
$162M +$8.77M +6% 50
RB
5886
Richmond Brothers
Michigan
$162M +$112M +221% 38
TGI
5887
TRV GP IV
Massachusetts
$162M -$40.1M -20% 3
4FG
5888
4Thought Financial Group
New York
$162M +$1.12M +0.7% 109
FWM
5889
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 81
BFP
5890
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 45
TCFP
5891
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 35
GWAM
5892
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 84
WBWA
5893
William B. Walkup & Associates
South Carolina
$162M +$8.96M +6% 161
MWM
5894
Meritas Wealth Management
California
$162M +$19.8M +14% 51
VBWMG
5895
Von Berge Wealth Management Group
California
$162M +$4.32M +3% 70
SIA
5896
Schear Investment Advisers
Ohio
$162M +$23.1M +17% 86
GPA
5897
Garrison Point Advisors
California
$162M +$10.1M +7% 148
DJYG
5898
David J. Yvars Group
Florida
$161M +$1.67M +1% 85
HG
5899
Herbst Group
Connecticut
$161M -$3.01M -2% 69
DC
5900
Destiny Capital
Colorado
$161M +$15M +10% 50