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
EPG
5776
Estate Planners Group
Pennsylvania
$208M -$22.5M -10% 481
CRC
5777
Catawba River Capital
South Carolina
$208M -$16.8M -7% 24
MIP
5778
Ma Investment Partnership
California
$208M +$93.4M +82% 10
WI
5779
Wealth Intelligence
Georgia
$208M +$6.44M +3% 66
FHWM
5780
Fox Hill Wealth Management
Massachusetts
$208M -$7.28M -3% 124
HB
5781
Horizon Bancorp
Indiana
$208M +$2.44M +1% 213
BC
5782
BDFS Capital
Delaware
$208M +$9.66M +5% 148
KIC
5783
Kensington Investment Counsel
California
$208M -$38.5M -16% 109
HCA
5784
Hyperion Capital Advisors
New York
$208M +$3.38M +2% 75
BWM
5785
Birchcreek Wealth Management
Ohio
$208M +$4.03M +2% 121
BS
5786
Brighton Securities
New York
$208M +$4.98M +2% 54
SNBOSD
5787
Security National Bank of So Dak
Iowa
$207M +$4.51M +2% 125
RIM
5788
Reliant Investment Management
Tennessee
$207M -$39.2M -16% 60
SG
5789
StepStone Group
California
$207M +$20.6M +11% 26
MPCG
5790
Matrix Private Capital Group
New York
$207M +$10.3M +5% 144
BWM
5791
BlackDiamond Wealth Management
New York
$207M +$2.13M +1% 219
CC
5792
CIBRA Capital
United Kingdom
$207M +$149M +256% 37
RCM
5793
Richardson Capital Management
Wisconsin
$207M +$7.82M +4% 401
JWM
5794
Johnson Wealth Management
North Dakota
$207M +$6.18M +3% 51
PM
5795
Plustick Management
Virginia
$207M -$18.9M -8% 29
NAMNJ
5796
NorthStar Asset Management (New Jersey)
New Jersey
$207M -$15.2M -7% 109
TC
5797
Tenret Company
Florida
$207M +$9.53M +5% 33
CWM
5798
Chronos Wealth Management
Florida
$207M -$9.31M -4% 39
MCP
5799
Miller Capital Partners
Michigan
$207M +$10.8M +5% 266
IAM
5800
Infusive Asset Management
New York
$207M -$27.4M -12% 37