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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
MSFP
5001
Mark Sheptoff Financial Planning
Connecticut
$175M +$3.02M +2% 5.65% 85.8% 409 10.02%
ZIG
5002
Zullo Investment Group
Pennsylvania
$175M +$14.6M +9% 11.7% 97.2% 141 6.38%
EBA
5003
Eagle Bay Advisors
New York
$175M -$7.43M -4% 5.64% 62.7% 948 16.88%
SCG
5004
Social Capital Group
California
$175M -$7.38M -4% 3.19% 4 0%
WPM
5005
Worldly Partners Management
Massachusetts
$175M +$16.2M +10% 9.57% 19.9% 4 0%
FPCG
5006
Forum Private Client Group
Indiana
$175M +$16.4M +10% 3.31% 40.5% 70 4.29%
AFS
5007
Axiom Financial Strategies
Indiana
$174M -$5.49M -3% 3.07% 41.2% 37 10.81%
AUIM
5008
Aegon USA Investment Management
Iowa
$174M -$6.07M -3% 3.72% 39.9% 41 4.88%
NOI
5009
Newton One Investments
Delaware
$174M +$7.89M +5% 3.31% 38.7% 127 7.09%
BFA
5010
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 5.18% 53.5% 223 7.17%
PCMK
5011
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 7.59% 75.8% 55 7.27%
CIP
5012
Convergence Investment Partners
Florida
$174M +$4.15M +2% 6.98% 199% 208 34.13%
STT
5013
Singapore Technologies Telemedia
Singapore
$174M -$121M -41% 41.1% 116% 1 0%
LFP
5014
Leeward Financial Partners
Washington
$174M +$10.7M +7% 8.91% 69.5% 86 19.77%
CW
5015
Channel Wealth
California
$174M +$18.6M +12% 5.25% 50.2% 214 19.63%
VCG
5016
Vantage Consulting Group
Virginia
$174M -$2.27M -1% 2.39% 261% 237 11.39%
TF
5017
Theory Financial
Colorado
$174M +$7M +4% 2.87% 40.5% 64 12.5%
BSI
5018
Bennett Selby Investments
Maine
$174M +$21M +14% 12.3% 69.8% 55 3.64%
IIM
5019
Ironwood Investment Management
Massachusetts
$174M +$13.6M +8% 21.5% 149% 170 5.88%
SG
5020
Sharper & Granite
California
$174M +$6.94M +4% 3.6% 47.1% 100 4%
ARIS
5021
Advanced Research Investment Solutions
California
$174M -$1.02M -0.6% 0.3% 13.1% 34 38.24%
KFA
5022
Kelleher Financial Advisors
New York
$174M +$22.1M +15% 11.2% 73.2% 117 12.82%
RIM
5023
Reliant Investment Management
Tennessee
$174M +$15.1M +10% 7.71% 122% 65 26.15%
RPCONE
5024
Retirement Planning Company of New England
Rhode Island
$173M +$8.77M +5% 7.13% 90.1% 234 8.12%
E
5025
EnerVest
Texas
$173M -$8.13M -4% 4.48% 20.5% 1 0%