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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 Avg Holding
Period (Yrs)
Corbenic Partners
4501
Corbenic Partners
Pennsylvania
$138M – – 7.63% – 181 – 2.6
Norway Savings Bank
4502
Norway Savings Bank
Maine
$138M +$15.1M +12% 6.56% 117% 274 9.12% 2.4
CIM
4503
Coastal Investment Management
California
$138M – – 13.4% – 12 – 0
Madrona Financial Services
4504
Madrona Financial Services
Washington
$138M +$1.51M +1% 5.78% 85.1% 60 5% 2.1
Birchview Capital
4505
Birchview Capital
Vermont
$138M -$12.5M -8% 23.6% 327% 58 24.14% 2.2
Newport Wealth Strategies
4506
Newport Wealth Strategies
California
$138M +$27.8M +25% 8.3% 51.5% 98 18.37% 1.3
Polaris Venture Management Co V
4507
Polaris Venture Management Co V
Massachusetts
$137M -$38.5M -22% 12.4% 281% 11 0% 3.4
First Financial Corp
4508
First Financial Corp
Indiana
$137M +$9.2M +7% 7.67% 95.3% 388 7.47% 4.2
FBT
4509
First Bank & Trust
South Dakota
$137M +$4.74M +4% 5.75% 85.6% 419 8.83% 1.8
LWPC
4510
Legacy Wealth Partners (California)
California
$137M – – 8.09% – 87 – 0
American Trust Investment Advisors
4511
American Trust Investment Advisors
New Hampshire
$137M +$7.02M +5% 9.83% 91% 78 8.97% 2.5
Detalus Advisors
4512
Detalus Advisors
Missouri
$137M – – 4.69% 75.7% 102 – 0
CWS Financial Advisors
4513
CWS Financial Advisors
Michigan
$137M – – 2.9% 55.7% 124 – 0
Baugh & Associates
4514
Baugh & Associates
Georgia
$137M +$7.95M +6% 8.94% 98.8% 41 2.44% 1.9
Stone House Investment Management
4515
Stone House Investment Management
Pennsylvania
$137M -$63.7M -32% 3.98% 57.9% 50 62% 1.1
Diametric Capital
4516
Diametric Capital
Massachusetts
$137M +$15.7M +13% 18.6% 175% 163 64.42% 0.4
NKCFO LLC
4517
NKCFO LLC
Illinois
$137M +$1.27M +0.9% 8.61% 211% 113 32.74% 0.6
Lugano Financial Advisors SA (LFA)
4518
Lugano Financial Advisors SA (LFA)
Switzerland
$137M – – 5.31% 44.8% 135 – 1.1
EPG Wealth Management
4519
EPG Wealth Management
Georgia
$137M – – 7.28% 96% 665 – 0
Clearstead Trust
4520
Clearstead Trust
Maine
$136M +$8.21M +6% 6.85% 111% 211 15.64% 1.9
Mittleman Investment Management
4521
Mittleman Investment Management
New York
$136M -$3.46M -2% 5.34% 11.6% 7 0% 3.8
Piper Sandler & Co
4522
Piper Sandler & Co
Minnesota
$136M +$21.2M +18% 0.21% 0.04% 28 32.14% 0.2
University of Maryland Foundation
4523
University of Maryland Foundation
Maryland
$136M – – 4.61% 51.2% 8 – 0
Ballast Advisors
4524
Ballast Advisors
Minnesota
$136M – – 9.4% 66.7% 163 – 0
SL
4525
SIB LLC
New York
$136M -$5.13M -4% 9.92% 29.2% 26 15.38% 5.6