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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 Avg Holding
Period (Yrs)
Mark Sheptoff Financial Planning
4876
Mark Sheptoff Financial Planning
Connecticut
$171M +$6.29M +4% 8.07% 92.4% 405 9.14% 4.5
Congress Park Capital
4877
Congress Park Capital
New York
$170M -$2.25M -1% 6.78% 99.9% 145 14.48% 2.5
OGF
4878
Orin Green Financial
California
$170M +$16.5M +11% 6.33% 59.1% 69 8.7% 1.6
Provident Wealth Management
4879
Provident Wealth Management
Tennessee
$170M +$5.06M +3% 8.67% 61.1% 97 11.34% 1.8
Providence First Trust
4880
Providence First Trust
Arizona
$170M +$6.19M +4% 7.52% 64.1% 146 41.1% 2.8
Radcliff Management
4881
Radcliff Management
New York
$170M -$3.44M -2% 6.02% 47.6% 2 0% 1
UID
4882
Union Investments & Development
Israel
$170M -$51.8M -23% 2.37% 17% 64 29.69% 0.8
Highland Financial Advisors
4883
Highland Financial Advisors
New Jersey
$170M +$25.7M +18% 7.79% 70% 62 38.71% 0.4
Iyo Bank
4884
Iyo Bank
Japan
$170M -$16.8M -9% 3.29% 125% 32 9.38% 0.9
Fusion Capital
4885
Fusion Capital
South Carolina
$170M +$16.3M +11% 11.1% 108% 76 10.53% 2.1
HPS Investment Partners
4886
HPS Investment Partners
New York
$170M +$59.5M +54% 31.4% 55.9% 8 12.5% 0.9
Worth Venture Partners
4887
Worth Venture Partners
New Jersey
$169M +$6.16M +4% 7.89% 105% 221 46.15% 0.7
Vantage Consulting Group
4888
Vantage Consulting Group
Virginia
$169M -$1.78M -1% 8.35% 261% 233 17.6% 1.5
BIMC
4889
Benson Investment Management Company
Virginia
$169M +$27.4M +19% 10.6% 99.8% 73 61.64% 1.8
Tiller Private Wealth
4890
Tiller Private Wealth
Pennsylvania
$169M +$13.9M +9% 11.5% 60.2% 50 12% 2.8
Bill Few Associates
4891
Bill Few Associates
Pennsylvania
$169M +$21.6M +15% 11.7% 91.5% 132 14.39% 0.8
Financial Partners Group (Tennessee)
4892
Financial Partners Group (Tennessee)
Tennessee
$169M – – 13.8% – 69 – 0
Meros Investment Management
4893
Meros Investment Management
Texas
$169M +$72.3M +75% 18% 102% 40 12.5% 0.8
Watchtower Advisors
4894
Watchtower Advisors
Connecticut
$169M +$40.5M +31% 25% 384% 17 64.71% 0.3
Veery Capital
4895
Veery Capital
Delaware
$169M +$12.9M +8% 7.7% 63.4% 74 8.11% 1.7
BNC Wealth Management
4896
BNC Wealth Management
Oregon
$169M +$3.81M +2% 10.4% 204% 119 28.57% 1.3
United Fire Group
4897
United Fire Group
Iowa
$169M +$19.6M +13% 13.9% 27.4% 46 0% 7.8
AMJ Financial Wealth Management
4898
AMJ Financial Wealth Management
Virginia
$169M +$15.2M +10% 9.68% 167% 62 32.26% 1.2
Aevitas Wealth Management
4899
Aevitas Wealth Management
Massachusetts
$169M +$35.9M +27% 7.3% 36.4% 118 11.86% 3.6
Garden State Investment Advisory Services
4900
Garden State Investment Advisory Services
New Jersey
$169M – – 6.36% 94% 198 – 0