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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
ZC
5401
Zoom Communications
California
$140M +$10.1M +8% 8.04% 10.7% 3 0%
PFA
5402
Pinnacle Family Advisors
Missouri
$140M +$24.5M +21% 4.16% 85.8% 97 24.74%
KCP
5403
Keyframe Capital Partners
New York
$140M +$39.1M +39% 7.8% 6.45% 8 0%
FS
5404
Ferguson Shapiro
Georgia
$140M -$26.6M -16% 1.66% 39.6% 50 34%
SF
5405
Safeguard Financial
Wisconsin
$140M +$31.7M +29% 7.87% 21.9% 68 29.41%
BFA
5406
Beacon Financial Advisory
Ohio
$140M -$636K -0.5% 8.66% 68.1% 209 16.75%
YEPV
5407
Yorktown Energy Partners VIII
New York
$140M -$29.4M -17% 0.84% 15.2% 2 0%
BF
5408
Brooklyn FI
New York
$140M +$22.3M +19% 7.83% 54.7% 42 9.52%
MIM
5409
Moseley Investment Management
Florida
$140M +$3.41M +3% 6.85% 96.6% 150 10.67%
MA
5410
Macellum Advisors
New York
$139M -$7.55M -5% 1.17% 5 40%
AFA
5411
AllGen Financial Advisors
Florida
$139M +$11M +9% 7.04% 39.7% 45 35.56%
1W
5412
1776 Wealth
Georgia
$139M +$7.55M +6% 3.72% 90.4% 124 12.9%
WHGC
5413
Wealth High Governance Capital
Brazil
$139M 10.8% 622% 10
NFP
5414
NorthLanding Financial Partners
New York
$139M +$12.6M +10% 9.2% 48.7% 66 9.09%
SAMC
5415
Spectrum Asset Management (Connecticut)
Connecticut
$139M +$14.4M +12% 1.52% 0.74% 7 14.29%
CAM
5416
Clark Asset Management
New Hampshire
$139M 6.6% 45.5% 59
MCAI
5417
Members Capital Advisors Inc
Wisconsin
$139M +$12.1M +10% 14.7% 75 10.67%
MPIM
5418
McGinn Penninger Investment Management
Virginia
$139M +$22.7M +20% 14.3% 51.9% 30 16.67%
ENV
5419
Exor N.V.
Netherlands
$139M 11.2% 8.34% 1
AFR
5420
Applied Fundamental Research
Massachusetts
$139M +$15.7M +13% 8.41% 44.6% 12 16.67%
BWM
5421
Benchmark Wealth Management
Connecticut
$139M +$11.4M +9% 7.45% 42.7% 55 16.36%
BM
5422
Bislett Management
California
$139M -$6.88M -5% 8.06% 19.8% 15 13.33%
DCM
5423
Decatur Capital Management
Georgia
$139M +$6.65M +5% 5.44% 135% 61 13.11%
AAM
5424
Ascension Asset Management
New York
$139M +$11.2M +9% 11.6% 86 6.98%
CCM
5425
Compton Capital Management
Rhode Island
$139M -$10.7M -7% 7.55% 75.6% 83 10.84%