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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
SHFC
7326
Safe Harbor Family Capital
North Carolina
$128M +$14M +12% 0.94% 59 20.34%
AUIM
7327
Aegon USA Investment Management
Iowa
$128M -$13.7M -10% 5.26% 39.9% 43 9.3%
YG
7328
York GP
Cayman Islands
$128M +$49.7M +64% 65.1% 2 0%
TR
7329
Tepp RIA
New Jersey
$128M +$26.6M +26% 0.52% 47 31.91%
IUC
7330
Ivory Union Consulting
$128M -$13.6M -10% 7.02% 4 25%
SCFS
7331
Stewardship Concepts Financial Services
Washington
$128M +$9.06M +8% 0.59% 63 17.46%
PC
7332
Pelham Capital
United Kingdom
$128M -$60.3M -32% 2.94% 141% 12 33.33%
WCM
7333
WLTH Capital Management
Arizona
$128M -$1.68M -1% 1.01% 26 0%
SIM
7334
Summitas Investment Management
Texas
$128M -$5.38M -4% 1.24% 10 0%
S
7335
Storgate
Texas
$127M +$5.81M +5% 1.46% 191 30.89%
CRA
7336
Clear Retirement Advice
California
$127M -$1.19M -0.9% 0.14% 54 1.85%
CF
7337
Concorde Financial
Texas
$127M -$1.67M -1% 11.8% 85.6% 27 3.7%
AFC
7338
Ares Financial Consulting
California
$127M +$22.3M +21% 0.17% 1,091 20.44%
AWMI
7339
Aegis Wealth Management (Iowa)
Iowa
$127M -$73.8K -0.1% 3.57% 117 18.8%
ACM
7340
ACT Capital Management
Pennsylvania
$127M +$3.56M +3% 18.3% 78 53.85%
MPCA
7341
Madison Park Capital Advisors
Washington
$127M +$4M +3% 2.31% 66 12.12%
PIM
7342
Peregrine Investment Management
Ontario, Canada
$127M -$33.8M -21% 10.5% 26 50%
SGWP
7343
Sun Group Wealth Partners
California
$127M +$2.63M +2% 0.78% 82 35.37%
MF
7344
Midwestern Financial
Iowa
$127M +$6.25M +5% 0.81% 54 3.7%
SAP
7345
Strategic Advisory Partners
North Carolina
$127M +$6.58M +5% 2.14% 99 66.67%
PIP
7346
PB Investment Partners
California
$127M -$30.4M -19% 18.2% 73.3% 11 27.27%
VDC
7347
Van Diest Capital
Iowa
$127M +$60M +90% 1.77% 212 45.28%
PA
7348
Persium Advisors
Georgia
$127M -$11.6M -8% 0.34% 65 12.31%
VB
7349
Value Base
Israel
$127M -$6.6M -5% 10.1% 8 12.5%
TBF
7350
True Blue Financial
Michigan
$127M +$5.72M +5% 1.11% 54 9.26%