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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
HIS
4176
Harvest Investment Services
Illinois
$194M +$19.8M +11% 257
CCC
4177
Chelsea Counsel Company
California
$194M +$25.1M +15% 94
NCM
4178
New Capital Management
Texas
$194M +$103M +114% 155
VCM
4179
Voce Capital Management
California
$194M +$36.9M +23% 12
FWM
4180
Foresight Wealth Management
Utah
$194M +$36.4M +23% 119
UIA
4181
UBP Investment Advisors
Switzerland
$194M +$64.6M +50% 82
BA
4182
Ballast Advisors
Minnesota
$194M +$33.7M +21% 179
OWP
4183
Old Well Partners
North Carolina
$194M +$87M +81% 56
CPIM
4184
Coalescence Partners Investment Management
New York
$194M 10
FLI
4185
Family Legacy Inc
South Carolina
$194M +$16.7M +9% 116
BWM
4186
Biltmore Wealth Management
Arizona
$194M +$21.1M +12% 47
VIM
4187
VCU Investment Management
Virginia
$194M -$14.9M -7% 10
SSWG
4188
Seven Springs Wealth Group
Tennessee
$193M +$34.4M +22% 280
AB
4189
Atlas Brown
Kentucky
$193M +$24.3M +14% 164
MA
4190
Modus Advisors
Minnesota
$193M +$19.3M +11% 88
HCA
4191
Horan Capital Advisors
Ohio
$193M +$16.6M +9% 306
FLA
4192
Financial Life Advisors
Texas
$193M +$2.21M +1% 51
PHAM
4193
Palisades Hudson Asset Management
Florida
$193M +$38.2M +25% 109
APW
4194
Acima Private Wealth
Virginia
$193M +$27.3M +16% 250
TWA
4195
Tillar-Wenstrup Advisors
Ohio
$193M +$20.6M +12% 39
HAFS
4196
Hapanowicz & Associates Financial Services
Pennsylvania
$193M +$22.9M +13% 36
ACM
4197
Arrow Capital Management
New York
$193M 19
AAM
4198
Augustine Asset Management
Florida
$193M +$22.6M +13% 88
IBOK
4199
Independence Bank of Kentucky
Kentucky
$193M +$16.9M +10% 389
DCM
4200
Disciplina Capital Management
Tennessee
$193M +$37.5M +24% 47