We are live on ! Find out more

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
CP
4501
Corbenic Partners
Pennsylvania
$138M 7.63% 181
NSB
4502
Norway Savings Bank
Maine
$138M +$15.1M +12% 6.56% 101% 274 9.12%
CIM
4503
Coastal Investment Management
California
$138M 13.4% 12
MFS
4504
Madrona Financial Services
Washington
$138M +$1.51M +1% 5.78% 75.4% 60 5%
BC
4505
Birchview Capital
Vermont
$138M -$12.5M -8% 23.6% 327% 58 24.14%
NWS
4506
Newport Wealth Strategies
California
$138M +$27.8M +25% 8.3% 51.5% 98 18.37%
PVMCV
4507
Polaris Venture Management Co V
Massachusetts
$137M -$38.5M -22% 12.4% 281% 11 0%
FFC
4508
First Financial Corp
Indiana
$137M +$9.2M +7% 7.67% 88.3% 388 7.47%
FBT
4509
First Bank & Trust
South Dakota
$137M +$4.74M +4% 5.75% 78.5% 419 8.83%
LWPC
4510
Legacy Wealth Partners (California)
California
$137M 8.09% 87
ATIA
4511
American Trust Investment Advisors
New Hampshire
$137M +$7.02M +5% 9.83% 91% 78 8.97%
DA
4512
Detalus Advisors
Missouri
$137M 4.69% 67.9% 102
CFA
4513
CWS Financial Advisors
Michigan
$137M 2.9% 47.7% 124
BA
4514
Baugh & Associates
Georgia
$137M +$7.95M +6% 8.94% 83.8% 41 2.44%
SHIM
4515
Stone House Investment Management
Pennsylvania
$137M -$63.7M -32% 3.98% 53.1% 50 62%
DC
4516
Diametric Capital
Massachusetts
$137M +$15.7M +13% 18.6% 175% 163 64.42%
NL
4517
NKCFO LLC
Illinois
$137M +$1.27M +0.9% 8.61% 211% 113 32.74%
LFASL
4518
Lugano Financial Advisors SA (LFA)
Switzerland
$137M 5.31% 44.9% 135
EWM
4519
EPG Wealth Management
Georgia
$137M 7.28% 96% 665
CT
4520
Clearstead Trust
Maine
$136M +$8.21M +6% 6.85% 111% 211 15.64%
MIM
4521
Mittleman Investment Management
New York
$136M -$3.46M -2% 5.34% 11.6% 7 0%
PSC
4522
Piper Sandler & Co
Minnesota
$136M +$21.2M +18% 0.21% 0.04% 28 32.14%
UOMF
4523
University of Maryland Foundation
Maryland
$136M 4.61% 51.2% 8
BA
4524
Ballast Advisors
Minnesota
$136M 9.4% 66.7% 163
SL
4525
SIB LLC
New York
$136M -$5.13M -4% 9.92% 29.2% 26 15.38%