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
FI
5026
Financial Insights
Washington
$129M +$11.6M +10% 81
HP
5027
Harvey Partners
New York
$129M +$52.8M +69% 55
LFASL
5028
Lugano Financial Advisors SA (LFA)
Switzerland
$129M +$21.5M +20% 117
HFS
5029
HBC Financial Services
Washington
$129M +$10.3M +9% 210
ACH
5030
Axis Capital Holdings
Bermuda
$129M +$19M +17% 3
BEI
5031
Benjamin Edwards Inc
Missouri
$129M +$7.86M +6% 394
AWM
5032
Altus Wealth Management
Kentucky
$129M +$20.1M +19% 35
SIS
5033
SVB Investment Services
Utah
$129M +$10.8M +9% 65
SAM
5034
Shone Asset Management
California
$129M +$16.6M +15% 42
LAI
5035
Legal Advantage Investments
California
$128M 96
KP
5036
Kuvari Partners
United Kingdom
$128M 6
RCM
5037
Rain Capital Management
Oregon
$128M -$14.5M -10% 36
MSWMA
5038
Market Street Wealth Management Advisors
Indiana
$128M +$16.4M +15% 43
JIC
5039
Juniper Investment Company
New York
$128M +$33.6M +36% 12
DIS
5040
Diversified Investment Strategies
Louisiana
$128M +$32M +33% 43
LIM
5041
Loudon Investment Management
New Hampshire
$128M +$9.68M +8% 78
MFS
5042
Monetta Financial Services
Illinois
$128M +$9.46M +8% 44
WMP
5043
Wealth Management Partners
Arizona
$128M 120
FNWM
5044
Financial Network Wealth Management
Utah
$128M 96
WWP
5045
Waypoint Wealth Partners
California
$128M 35
SFMG
5046
Sage Financial Management Group
Virginia
$127M 30
HWMG
5047
Hurlow Wealth Management Group
Indiana
$127M +$18.2M +17% 95
CFG
5048
CMC Financial Group
Georgia
$127M +$24.7M +24% 30
FWM
5049
ForthRight Wealth Management
Georgia
$127M 189
EGVF
5050
ESA Global Value Fund
Cayman Islands
$127M 5