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
EFG
6701
Ehrlich Financial Group
California
$99.7M 94
GF
6702
Gimbal Financial
Indiana
$99.7M 41
AC
6703
AWH Capital
Texas
$99.6M -$12.7M -11% 29
GECH
6704
Garnet Equity Capital Holdings
New York
$99.6M -$8.75M -8% 27
MA
6705
Marquette Associates
Illinois
$99.5M 33
UIA
6706
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 238
PFS
6707
Prospect Financial Services
New York
$99.2M 69
SWM
6708
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 157
LL
6709
LMDAGG LLC
California
$99.1M 1
SWMG
6710
Sard Wealth Management Group
Georgia
$99.1M 42
PBT
6711
Pictet Bank & Trust
Bahamas
$98.7M +$5.56M +6% 43
POIA
6712
Pin Oak Investment Advisors
Texas
$98.7M +$9.88M +11% 487
MCM
6713
Moon Capital Management
New York
$98.6M +$15.7M +19% 15
GSPF
6714
Grafton Street Partners Fund
Florida
$98.6M 11
SPW
6715
Surience Private Wealth
Washington
$98.5M +$46.8M +91% 30
DIM
6716
DC Investments Management
Virginia
$98.4M +$18.7M +23% 89
KGC
6717
Kennon-Green & Company
Ohio
$98.4M -$2.42M -2% 44
YEPI
6718
Yorktown Energy Partners IX
New York
$98.3M +$14.5M +17% 4
RTC
6719
Riverview Trust Company
Washington
$98.3M -$14.5M -13% 675
CCM
6720
Crew Capital Management
Ohio
$98.3M +$5.38M +6% 95
SFC
6721
Sprinkle Financial Consultants
Colorado
$98.2M 59
CC
6722
Copperleaf Capital
North Carolina
$98.2M +$5.74M +6% 89
XC
6723
XY Capital
Hong Kong
$98.2M -$11M -10% 78
CGF
6724
Constant Guidance Financial
Massachusetts
$98.1M +$22.4M +30% 29
TPCM
6725
Templeton & Phillips Capital Management
Tennessee
$98.1M +$3.17M +3% 31