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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
DMBA
3076
Deseret Mutual Benefit Administrators
Utah
$413M +$209M +103% 501
AG
3077
Arctis Global
Puerto Rico
$413M -$278M -40% 20
PFU
3078
Parus Finance (UK)
United Kingdom
$413M +$48.3M +13% 30
CG
3079
Compass Group
New York
$413M -$29.3M -7% 20
ICP
3080
ION Crossover Partners
Israel
$412M +$295M +253% 5
PMFA
3081
Plante Moran Financial Advisors
Michigan
$412M +$46.1M +13% 1,160
ISWM
3082
Independent Solutions Wealth Management
New York
$412M +$47.6M +13% 217
SPIA
3083
Strategic Point Investment Advisors
Rhode Island
$411M +$33.7M +9% 30
PP
3084
PDS Planning
Ohio
$411M +$66.2M +19% 203
HI
3085
Human Investing
Oregon
$411M +$18.2M +5% 311
NC
3086
NBW Capital
Massachusetts
$411M +$47.7M +13% 82
LCM
3087
Lionstone Capital Management
New York
$411M +$18.6M +5% 23
PAM
3088
Pinpoint Asset Management
Hong Kong
$410M +$16.7M +4% 46
EPAM
3089
Euro Pacific Asset Management
Puerto Rico
$410M +$20.8M +5% 53
MGB
3090
Mass General Brigham
Massachusetts
$410M -$230M -36% 10
HFS
3091
Haverford Financial Services
Pennsylvania
$409M +$26.6M +7% 67
VW
3092
Vantage Wealth
California
$409M +$17.7M +5% 36
PWPS
3093
Pinnacle Wealth Planning Services
Ohio
$409M +$22.1M +6% 372
UI
3094
Untitled Investments
New York
$408M +$66.5M +19% 17
KCMH
3095
Keywise Capital Management (HK)
Hong Kong
$408M +$43.5M +12% 29
G1
3096
Greylock 15
California
$408M 2
UAM
3097
UAS Asset Management
New York
$408M +$47M +13% 30
ZF
3098
Zhang Financial
Michigan
$408M +$34.8M +9% 146
CVM
3099
Cheviot Value Management
California
$407M +$47.5M +13% 81
PCA
3100
PL Capital Advisors
Florida
$407M -$4.44M -1% 42