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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
HA
4876
Harborview Advisors
Maine
$179M +$13.2M +8% 4.66% 27.1% 105 9.52%
CCM
4877
Chicago Capital Management
Illinois
$178M -$36.3M -17% 15.3% 295% 56 80.36%
PBT
4878
Pictet Bank & Trust
Bahamas
$178M +$8.84M +5% 8.89% 66.3% 69 15.94%
ACI
4879
AB CarVal Investors
Minnesota
$178M -$23M -11% 21.6% 24% 3 0%
MWM
4880
MorganRosel Wealth Management
Colorado
$178M +$19.5M +12% 7.44% 67.5% 89 19.1%
SJL
4881
Shayne & Jacobs LLC
Tennessee
$178M +$11.3M +7% 7.54% 73.4% 37 5.41%
ECA
4882
Elevation Capital Advisory
Oregon
$178M 6.2% 21
CAM
4883
Concorde Asset Management
Michigan
$178M +$4.64M +3% 6.23% 231 25.11%
TP
4884
Tranquility Partners
Tennessee
$178M +$17.2M +11% 9.88% 67.4% 201 11.94%
DJYG
4885
David J. Yvars Group
Florida
$178M +$20.9M +13% 11.3% 125% 94 17.02%
KCM
4886
Kendall Capital Management
Maryland
$178M +$16.2M +10% 6.11% 120% 157 15.29%
KFA
4887
Kelleher Financial Advisors
New York
$178M +$22.1M +14% 8.48% 72.4% 138 26.09%
ACM
4888
Ayrshire Capital Management
Connecticut
$178M +$14.6M +9% 5.86% 78.4% 56 8.93%
NCM
4889
Northwest Capital Management
Oregon
$178M +$39.9M +29% 4.49% 57% 89 25.84%
WCG
4890
Weaver Consulting Group
California
$178M +$14.7M +9% 6.46% 50.5% 149 11.41%
I2I
4891
Insight 2811 Inc
Illinois
$177M +$5.98M +3% 3.37% 30.8% 81 13.58%
1W
4892
1776 Wealth
Georgia
$177M +$18.6M +12% 9.65% 90.4% 121 9.92%
IOOF
4893
Independent Order of Foresters
Ontario, Canada
$177M +$12.6M +8% 7.32% 66.3% 14 7.14%
BIP
4894
Bouvel Investment Partners
Pennsylvania
$177M +$21.3M +14% 10.5% 187% 64 6.25%
AA
4895
Altman Advisors
Illinois
$177M +$22.1M +14% 9.84% 127% 91 25.27%
SPI
4896
Santori & Peters Inc
Pennsylvania
$177M +$9.06M +5% 5.17% 88% 62 20.97%
IGYL
4897
I.G.Y. Ltd
United Kingdom
$177M +$13.5M +8% 10.9% 81.2% 3 0%
LB
4898
Legacy Bridge
Iowa
$177M +$22.3M +14% 8.7% 225% 298 4.7%
TCOK
4899
Trust Company of Kansas
Kansas
$177M +$23.7M +15% 8.39% 87% 65 27.69%
FWM
4900
Filbrandt Wealth Management
Wisconsin
$176M +$10.9M +7% 6.2% 208 22.6%