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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)
SPC
4501
Stony Point Capital
New York
$138M – – 8.46% 208% 22 – 0
CP
4502
Corbenic Partners
Pennsylvania
$138M – – 7.63% – 181 – 2.6
NSB
4503
Norway Savings Bank
Maine
$138M +$15.1M +12% 6.56% 101% 274 9.12% 2.4
CIM
4504
Coastal Investment Management
California
$138M – – 13.4% – 12 – 0
MFS
4505
Madrona Financial Services
Washington
$138M +$1.51M +1% 5.78% 75.4% 60 5% 2.1
BC
4506
Birchview Capital
Vermont
$138M -$12.5M -8% 23.6% 327% 58 24.14% 2.2
NWS
4507
Newport Wealth Strategies
California
$138M +$27.8M +25% 8.3% 51.5% 98 18.37% 1.3
PVMCV
4508
Polaris Venture Management Co V
Massachusetts
$137M -$38.5M -22% 12.4% 281% 11 0% 3.4
FFC
4509
First Financial Corp
Indiana
$137M +$9.2M +7% 7.67% 95.3% 388 7.47% 4.2
FBT
4510
First Bank & Trust
South Dakota
$137M +$4.74M +4% 5.75% 78.5% 419 8.83% 1.8
LWPC
4511
Legacy Wealth Partners (California)
California
$137M – – 8.09% – 87 – 0
ATIA
4512
American Trust Investment Advisors
New Hampshire
$137M +$7.02M +5% 9.83% 91% 78 8.97% 2.5
DA
4513
Detalus Advisors
Missouri
$137M – – 4.69% 75.7% 102 – 0
CFA
4514
CWS Financial Advisors
Michigan
$137M – – 2.9% 47.7% 124 – 0
BA
4515
Baugh & Associates
Georgia
$137M +$7.95M +6% 8.94% 83.8% 41 2.44% 1.9
SHIM
4516
Stone House Investment Management
Pennsylvania
$137M -$63.7M -32% 3.98% 53.1% 50 62% 1.1
DC
4517
Diametric Capital
Massachusetts
$137M +$15.7M +13% 18.6% 175% 163 64.42% 0.4
NL
4518
NKCFO LLC
Illinois
$137M +$1.27M +0.9% 8.61% 211% 113 32.74% 0.6
LFASL
4519
Lugano Financial Advisors SA (LFA)
Switzerland
$137M – – 5.31% 44.9% 135 – 1.1
EWM
4520
EPG Wealth Management
Georgia
$137M – – 7.28% 96% 665 – 0
CT
4521
Clearstead Trust
Maine
$136M +$8.21M +6% 6.85% 111% 211 15.64% 1.9
MIM
4522
Mittleman Investment Management
New York
$136M -$3.46M -2% 5.34% 11.6% 7 0% 3.8
PSC
4523
Piper Sandler & Co
Minnesota
$136M +$21.2M +18% 0.21% 0.04% 28 32.14% 0.2
UOMF
4524
University of Maryland Foundation
Maryland
$136M – – 4.61% 51.2% 8 – 0
BA
4525
Ballast Advisors
Minnesota
$136M – – 9.4% 66.7% 163 – 0