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
4926
Harvest Investment Services
Illinois
$175M +$46.2M +36% 191
EP
4927
Essential Planning
New Hampshire
$175M +$10.4M +6% 58
FA
4928
Forefront Analytics
Pennsylvania
$175M -$18.7M -10% 80
TCMP
4929
Thrive Capital Management (Pennsylvania)
Pennsylvania
$175M +$16.8M +11% 142
MSFP
4930
Mark Sheptoff Financial Planning
Connecticut
$175M +$3.02M +2% 409
ZIG
4931
Zullo Investment Group
Pennsylvania
$175M +$14.6M +9% 141
EBA
4932
Eagle Bay Advisors
New York
$175M -$7.43M -4% 958
SCG
4933
Social Capital Group
California
$175M -$7.38M -4% 4
HSC
4934
Harbor Spring Capital
New York
$175M -$73.5M -30% 23
WPM
4935
Worldly Partners Management
Massachusetts
$175M +$16.2M +10% 4
FPCG
4936
Forum Private Client Group
Indiana
$175M +$16.4M +10% 70
CFP
4937
Cypress Financial Planning
New Jersey
$174M +$10.3M +6% 55
VC
4938
Vision Capital
Ontario, Canada
$174M -$29.1M -14% 11
AFS
4939
Axiom Financial Strategies
Indiana
$174M -$5.49M -3% 37
AUIM
4940
Aegon USA Investment Management
Iowa
$174M -$6.07M -3% 44
NOI
4941
Newton One Investments
Delaware
$174M +$7.89M +5% 127
BFA
4942
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 223
PCMK
4943
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 55
CIP
4944
Convergence Investment Partners
Florida
$174M +$4.15M +2% 208
STT
4945
Singapore Technologies Telemedia
Singapore
$174M -$121M -41% 1
LFP
4946
Leeward Financial Partners
Washington
$174M +$10.7M +7% 86
CW
4947
Channel Wealth
California
$174M +$18.6M +12% 214
VCG
4948
Vantage Consulting Group
Virginia
$174M -$2.27M -1% 237
TF
4949
Theory Financial
Colorado
$174M +$7M +4% 64
BSI
4950
Bennett Selby Investments
Maine
$174M +$21M +14% 55