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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
IFPG
4626
Intrepid Financial Planning Group
Indiana
$193M -$15.4M -7% 2.72% 64.1% 130 14.62%
SFS
4627
Stiles Financial Services
Minnesota
$193M -$8.45M -4% 3.15% 88.2% 198 14.65%
FHC
4628
Forest Hill Capital
Arkansas
$193M -$18.1M -9% 0.55% 138% 48 8.33%
IP
4629
Isomer Partners
New York
$193M -$6.53M -3% 3.28% 57.2% 18 27.78%
PIWA
4630
Prevail Innovative Wealth Advisors
Kansas
$193M +$10.3M +6% 2.07% 33.5% 171 66.67%
PAA
4631
Peregrine Asset Advisers
Oregon
$193M +$62.3M +48% 0.53% 163% 169 66.27%
PE
4632
Platinum Equity
California
$193M +$6.49M +3% 3.95% 56.5% 7 0%
ACM
4633
Alight Capital Management
New York
$193M -$71.8M -27% 0.33% 311% 63 52.38%
OCM
4634
Ogborne Capital Management
California
$193M -$29.7M -13% 2.7% 223% 9 11.11%
IAG
4635
Investment Advisory Group
Massachusetts
$192M -$2.88M -1% 3.43% 50.3% 152 8.55%
LWMM
4636
Legacy Wealth Management (Mississippi)
Mississippi
$192M -$7M -4% 3.75% 89.1% 77 10.39%
EM
4637
Excalibur Management
Massachusetts
$192M -$4.01M -2% 3.18% 68.9% 162 8.02%
HM
4638
Harvest Management
New York
$192M +$76.3M +66% 12% 609% 69 63.77%
SHA
4639
Seneca House Advisors
Virginia
$192M -$8.45M -4% 3.58% 48% 85 16.47%
CPC
4640
Congress Park Capital
New York
$192M -$8.1M -4% 1.2% 95.6% 133 14.29%
FCB
4641
First County Bank
Connecticut
$192M -$13.9M -7% 3.15% 89.1% 172 8.14%
RHP
4642
Royal Harbor Partners
Texas
$192M -$11.9M -6% 3.43% 49.5% 77 45.45%
TC
4643
Truvestments Capital
Florida
$192M -$8.9M -4% 4.61% 86.7% 730 11.64%
CSCSIM
4644
Clear Sky Carbon Solutions Investment Management
Texas
$192M -$121M -39% 1.67% 65 43.08%
NG
4645
NatWest Group
United Kingdom
$192M -$612K -0.3% 2.06% 186% 40 7.5%
ACM
4646
Altium Capital Management
New York
$192M +$59.6M +45% 4.3% 90 44.44%
RHI
4647
Richmond Hill Investments
New York
$192M -$11.1M -5% 0.94% 55.2% 5 20%
FF
4648
Francis Financial
$192M +$6.61M +4% 3.49% 48% 49 10.2%
AMIM
4649
Aull & Monroe Investment Management
Alabama
$192M -$7.07M -4% 1.24% 96.6% 133 4.51%
IAMH
4650
IvyRock Asset Management (HK)
Hong Kong
$192M +$19.7M +11% 17.5% 103% 19 31.58%