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
HIS
3801
Harvest Investment Services
Illinois
$359M -$49.3M -12% 367
EPAM
3802
Evelyn Partners Asset Management
$359M -$12.5M -3% 252
FGWP
3803
Founders Grove Wealth Partners
Virginia
$359M +$13.5M +4% 123
EWM
3804
EPG Wealth Management
Georgia
$359M -$20.6M -5% 435
ACG
3805
Arch Capital Group
Bermuda
$359M -$69.4M -16% 4
V
3806
VeraBank
Texas
$358M +$3.78M +1% 147
CG
3807
Castellan Group
Kentucky
$358M +$127M +55% 80
CP
3808
Capital Planning
Washington
$358M -$23.7M -6% 98
SL
3809
SWF LLC
Nebraska
$358M +$62.4M +21% 5
MSS
3810
Mitchell Sinkler & Starr
Pennsylvania
$357M -$17.6M -5% 192
PIM
3811
Progressive Investment Management
Oregon
$357M -$32.3M -8% 58
SCA
3812
St. Clair Advisors
Ohio
$357M +$8.66M +2% 82
ECA
3813
Elevated Capital Advisors
Utah
$357M -$10.1M -3% 263
WG
3814
Watchman Group
Texas
$357M -$24M -6% 89
ICP
3815
Interchange Capital Partners
Pennsylvania
$357M +$81.3M +29% 282
DBIA
3816
Dumont & Blake Investment Advisors
New Jersey
$357M -$15.8M -4% 211
SB
3817
Sunflower Bank
Texas
$357M -$3.05M -0.8% 130
AFG
3818
ABLE Financial Group
Arizona
$357M +$18M +5% 212
WMWM
3819
Whitaker-Myers Wealth Managers
Ohio
$357M +$13.6M +4% 148
SL
3820
Sentinus LLC
Illinois
$357M +$14.6M +4% 211
DC
3821
Decheng Capital
California
$356M -$110M -24% 29
WWM
3822
Wiser Wealth Management
Georgia
$356M +$172K +0% 49
FFG
3823
Frisch Financial Group
New York
$356M +$26M +8% 137
CIM
3824
Coleford Investment Management
Canada
$356M -$22.5M -6% 20
B
3825
BetterWealth
California
$356M -$6.62M -2% 72