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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
WKWM
4101
Walter & Keenan Wealth Management
Indiana
$280M +$23M +9% 10.9% 79.9% 144 4.86%
PIC
4102
Portland Investment Counsel
Ontario, Canada
$279M +$61.8M +28% 15.2% 104% 42 16.67%
HAC
4103
Harbor Advisory Corp
New Hampshire
$279M +$3.36M +1% 8.59% 49.2% 91 13.19%
DA
4104
DCM Advisors
New York
$279M +$57.7M +26% 11.9% 90.4% 116 35.34%
KPWG
4105
KFA Private Wealth Group
Virginia
$279M +$38.4M +16% 8.52% 57.5% 88 14.77%
MAG
4106
Mokosak Advisory Group
Iowa
$279M +$32.9M +13% 11.4% 42.7% 28 10.71%
BIG
4107
Builder Investment Group
Georgia
$278M +$23.7M +9% 9.24% 153% 106 12.26%
PGA
4108
Pilgrim Global Advisors
Nevada
$278M 11.4% 6
LFA
4109
Landmark Financial Advisors
Kentucky
$278M +$31.9M +13% 8.58% 11.8% 93 6.45%
FG
4110
Foresight Group
United Kingdom
$278M 13% 38
SA
4111
Stewardship Advisors
Pennsylvania
$277M +$21.4M +8% 8.01% 42.6% 47 12.77%
SPG
4112
Snow Phipps Group
New York
$277M +$68.7M +33% 39.3% 89.2% 2 0%
SW
4113
Solidarity Wealth
Utah
$277M +$1.19M +0.4% 10.8% 73.4% 97 23.71%
BU
4114
Brown University
Rhode Island
$277M +$27M +11% 10.9% 7.69% 8 12.5%
MLA
4115
My Legacy Advisors
Oregon
$277M +$31M +13% 9.49% 49.1% 215 12.56%
LF
4116
Lantz Financial
Illinois
$277M +$25.6M +10% 9.32% 67.1% 204 11.76%
HP
4117
Hartree Partners
New York
$277M +$26M +10% 2.62% 163% 83 60.24%
BCP
4118
BlackBarn Capital Partners
New York
$277M 9.59% 22
WCM
4119
Whitener Capital Management
North Carolina
$276M +$26.7M +11% 10.9% 98.5% 158 10.76%
NWM
4120
Northcape Wealth Management
New York
$276M +$14.9M +6% 9.47% 59.5% 149 12.75%
LIC
4121
Laurus Investment Counsel
Canada
$276M +$37.9M +16% 18.1% 14.1% 40 12.5%
HCM
4122
Hudson Capital Management
New Jersey
$276M +$24.9M +10% 9.04% 61.6% 73 20.55%
DBRC
4123
D.B. Root & Company
Pennsylvania
$276M +$19.3M +8% 9.93% 47.5% 173 8.67%
TI
4124
Truxt Investmentos
Brazil
$276M -$114M -29% 17.8% 26 69.23%
HS
4125
HighVista Strategies
Massachusetts
$276M +$59.5M +28% 16.9% 518% 157 35.67%