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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
TC
3126
TAP Consulting
Missouri
$389M -$19M -5% 2.97% 3.08% 155 23.23%
PIFP
3127
Partners in Financial Planning
Virginia
$389M -$4.21M -1% 3.67% 31.6% 98 6.12%
JSL
3128
JT Stratford LLC
Georgia
$388M +$16M +4% 2.44% 81.3% 253 19.37%
AI
3129
AXS Investments
New York
$387M +$12.7M +3% 1.22% 69.6% 492 41.46%
VU
3130
Vanderbilt University
Tennessee
$387M -$3.31M -0.8% 4.34% 61.8% 63 41.27%
KM
3131
Kora Management
New York
$387M +$15.5M +4% 7.97% 197% 6 16.67%
IAS
3132
IMA Advisory Services
Colorado
$387M -$2.25M -0.6% 2.21% 55.7% 301 8.97%
SFG
3133
SevenBridge Financial Group
Pennsylvania
$387M -$333K -0.1% 2.94% 70.4% 192 12.5%
EFG
3134
Ethos Financial Group
Pennsylvania
$387M +$90.6M +31% 1.43% 49.7% 200 35.5%
PAMI
3135
Perseverance Asset Management International
Cayman Islands
$386M +$55.4M +17% 13.9% 68.4% 17 29.41%
EIG
3136
Ellenbecker Investment Group
Wisconsin
$386M -$10.2M -3% 4.08% 56.3% 103 12.62%
PPP
3137
Private Portfolio Partners
New Jersey
$386M -$3.78M -1% 3.33% 16.9% 266 12.03%
HM
3138
HCEP Management
Hong Kong
$386M -$141M -27% 6.64% 104% 18 50%
CAM
3139
Capco Asset Management
Florida
$386M -$2.88M -0.7% 0.65% 46.7% 20 0%
D
3140
Diversified
Delaware
$385M -$7.22M -2% 3.08% 34.4% 149 10.07%
PS
3141
Presima Securities
Quebec, Canada
$385M +$20.9M +6% 6.14% 10.3% 48 4.17%
ISB
3142
Iowa State Bank
Iowa
$385M -$13.1M -3% 2.52% 76% 110 2.73%
SCA
3143
Stieven Capital Advisors
Missouri
$385M -$1.2M -0.3% 5.65% 82.8% 43 23.26%
ISWM
3144
Independent Solutions Wealth Management
New York
$385M -$12.3M -3% 2.54% 111% 231 18.61%
PCI
3145
Planning Center Inc
Illinois
$385M -$8.68M -2% 3.28% 38.9% 71 14.08%
FPFS
3146
First Personal Financial Services
North Carolina
$384M -$18.2M -5% 4.75% 31.5% 403 9.18%
OFS
3147
OneAscent Financial Services
Alabama
$384M +$159M +71% 3.19% 47.1% 295 66.1%
TPC
3148
Tiger Pacific Capital
New York
$384M +$17.4M +5% 8.66% 69.6% 12 25%
SONJCPFE
3149
State of New Jersey Common Pension Fund E
New Jersey
$384M +$16.7M +5% 4.64% 26.4% 2 0%
PC
3150
Peavine Capital
Nevada
$384M -$40.4M -10% 3.49% 27.7% 11 0%