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
PAM
5901
Peninsula Asset Management
Florida
$195M +$5.36M +3% 45
BFA
5902
Brendel Financial Advisors
New Hampshire
$195M +$16.2M +9% 127
TF
5903
Tenon Financial
New Jersey
$195M -$31.7M -14% 49
MP
5904
Makaira Partners
California
$195M -$134M -41% 13
SWIM
5905
Smallwood Wealth Investment Management
New Jersey
$195M +$19.4M +11% 598
TCPG
5906
Trivant Custom Portfolio Group
California
$195M +$12.5M +7% 105
E
5907
EntreWealth
Texas
$194M +$49.7M +34% 86
EFSCE
5908
Enterprise Financial Services Corp (EFSC)
Missouri
$194M +$6.61M +4% 170
SERBOO
5909
School Employees Retirement Board of Ohio
Ohio
$194M +$19M +11% 5
ATIA
5910
American Trust Investment Advisors
New Hampshire
$194M -$4.26M -2% 93
FF
5911
Friedenthal Financial
New Jersey
$194M +$11.2M +6% 324
BWM
5912
Birchcreek Wealth Management
Ohio
$194M +$17M +10% 122
DCM
5913
Delta Capital Management
New Jersey
$193M +$14.6M +8% 106
BDL
5914
Banque de Luxembourg
Luxembourg
$193M +$18.8M +11% 93
B
5915
Birchbrook
Maine
$193M +$6.74M +4% 280
TVWM
5916
Tower View Wealth Management
Wisconsin
$193M +$371K +0.2% 200
BFP
5917
Beacon Financial Planning
Massachusetts
$193M +$14M +8% 54
GW
5918
Griffith & Werner
Georgia
$193M 71
PCA
5919
Prospect Capital Advisors
California
$193M +$27M +16% 29
RF
5920
Rubicon Founders
Tennessee
$193M +$127M +195% 2
KA
5921
Kerrisdale Advisers
Florida
$193M +$1.14M +0.6% 76
RF
5922
RHS Financial
California
$193M +$16.7M +10% 142
CWM
5923
CarsonAllaria Wealth Management
Illinois
$192M +$5.83M +3% 357
FC
5924
FACT Capital
New York
$192M -$18.1M -9% 20
PC
5925
Pelham Capital
United Kingdom
$192M +$6.13M +3% 17