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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
NSB
4401
Norway Savings Bank
Maine
$138M +$15.1M +12% 6.56% 101% 274 9.12%
CIM
4402
Coastal Investment Management
California
$138M 13.4% 12
MFS
4403
Madrona Financial Services
Washington
$138M +$1.51M +1% 5.78% 75.4% 60 5%
BC
4404
Birchview Capital
Vermont
$138M -$12.5M -8% 23.6% 233% 58 24.14%
NWS
4405
Newport Wealth Strategies
California
$138M +$27.8M +25% 8.3% 51.5% 98 18.37%
PVMCV
4406
Polaris Venture Management Co V
Massachusetts
$137M -$38.5M -22% 12.4% 281% 11 0%
FFC
4407
First Financial Corp
Indiana
$137M +$9.2M +7% 7.67% 88.3% 388 7.47%
FBT
4408
First Bank & Trust
South Dakota
$137M +$4.74M +4% 5.75% 78.5% 419 8.83%
LWPC
4409
Legacy Wealth Partners (California)
California
$137M 8.09% 87
ATIA
4410
American Trust Investment Advisors
New Hampshire
$137M +$7.02M +5% 9.83% 81.1% 78 8.97%
DA
4411
Detalus Advisors
Missouri
$137M 4.69% 67.9% 102
CFA
4412
CWS Financial Advisors
Michigan
$137M 2.9% 42.7% 124
BA
4413
Baugh & Associates
Georgia
$137M +$7.95M +6% 8.94% 83.8% 41 2.44%
DC
4414
Diametric Capital
Massachusetts
$137M +$15.7M +13% 18.6% 135% 163 64.42%
SHIM
4415
Stone House Investment Management
Pennsylvania
$137M -$63.7M -32% 3.98% 40.1% 50 62%
NL
4416
NKCFO LLC
Illinois
$137M +$1.27M +0.9% 8.61% 202% 113 32.74%
LFASL
4417
Lugano Financial Advisors SA (LFA)
Switzerland
$137M 5.31% 36.8% 135
EWM
4418
EPG Wealth Management
Georgia
$137M 7.28% 73.6% 665
CT
4419
Clearstead Trust
Maine
$136M +$8.21M +6% 6.85% 84.1% 211 15.64%
MIM
4420
Mittleman Investment Management
New York
$136M -$3.46M -2% 5.34% 11.6% 7 0%
PSC
4421
Piper Sandler & Co
Minnesota
$136M +$21.2M +18% 0.21% 0.09% 28 32.14%
UOMF
4422
University of Maryland Foundation
Maryland
$136M 4.61% 38.1% 8
BA
4423
Ballast Advisors
Minnesota
$136M 9.4% 60.4% 163
SL
4424
SIB LLC
New York
$136M -$5.13M -4% 9.92% 29.2% 26 15.38%
EI
4425
Ethic Inc
New York
$136M 10.1% 95.4% 225