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
HP
5051
Harvey Partners
New York
$129M +$52.8M +69% 55
LFASL
5052
Lugano Financial Advisors SA (LFA)
Switzerland
$129M +$21.5M +20% 117
HFS
5053
HBC Financial Services
Washington
$129M +$10.3M +9% 210
ACH
5054
Axis Capital Holdings
Bermuda
$129M +$19M +17% 3
BEI
5055
Benjamin Edwards Inc
Missouri
$129M +$7.86M +6% 394
AWM
5056
Altus Wealth Management
Kentucky
$129M +$20.1M +19% 35
SIS
5057
SVB Investment Services
Utah
$129M +$10.8M +9% 65
SAM
5058
Shone Asset Management
California
$129M +$16.6M +15% 42
LAI
5059
Legal Advantage Investments
California
$128M 96
DI
5060
DUMAC Inc
North Carolina
$128M 35
KP
5061
Kuvari Partners
United Kingdom
$128M 6
RCM
5062
Rain Capital Management
Oregon
$128M -$14.5M -10% 36
MSWMA
5063
Market Street Wealth Management Advisors
Indiana
$128M +$16.4M +15% 43
JIC
5064
Juniper Investment Company
New York
$128M +$33.6M +36% 12
DIS
5065
Diversified Investment Strategies
Louisiana
$128M +$32M +33% 43
LIM
5066
Loudon Investment Management
New Hampshire
$128M +$9.68M +8% 78
MFS
5067
Monetta Financial Services
Illinois
$128M +$9.46M +8% 44
WMP
5068
Wealth Management Partners
Arizona
$128M 120
FNWM
5069
Financial Network Wealth Management
Utah
$128M 96
WWP
5070
Waypoint Wealth Partners
California
$128M 35
SFMG
5071
Sage Financial Management Group
Virginia
$127M 30
HWMG
5072
Hurlow Wealth Management Group
Indiana
$127M +$18.2M +17% 95
CFG
5073
CMC Financial Group
Georgia
$127M +$24.7M +24% 30
FWM
5074
ForthRight Wealth Management
Georgia
$127M 189
OPWM
5075
Oakwell Private Wealth Management
Texas
$127M 62