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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
TWM
6101
Trevian Wealth Management
Massachusetts
$91.5M +$2.86M +3% 7.02% 94.1% 37 13.51%
SSIM
6102
Sheets Smith Investment Management
Texas
$91.3M 7.61% 28
IAP
6103
Indie Asset Partners
Indiana
$91.2M -$6.34M -6% 7.49% 121% 94 15.96%
BC
6104
Breakline Capital
New York
$91.1M +$8.14M +10% 12.6% 34 44.12%
PHIC
6105
Pine Haven Investment Counsel
Massachusetts
$91M +$9.02M +11% 11.6% 72.1% 102 4.9%
HFAS
6106
Hummer Financial Advisory Services
Illinois
$90.9M +$5.82M +7% 7.71% 60.6% 91 6.59%
F4L
6107
Fortune 45 LLC
Louisiana
$90.9M +$4.74M +5% 5.72% 64.5% 39 7.69%
PFA
6108
Petra Financial Advisors
Colorado
$90.9M 7.27% 129% 95
EWM
6109
Endowment Wealth Management
Wisconsin
$90.9M +$8.39M +10% 6.38% 57.4% 138 19.57%
PHIMC
6110
Private Harbour Investment Management & Counsel
Ohio
$90.7M +$4.44M +5% 9.47% 95.1% 47 2.13%
CAAM
6111
Cape Ann Asset Management
United Kingdom
$90.6M +$7.23M +9% 8.48% 210% 8 25%
MC
6112
Metavasi Capital
New York
$90.6M -$91.9M -50% 4.05% 656% 32 59.38%
SC
6113
Sinecera Capital
Texas
$90.6M +$5.65M +7% 5.91% 13.7% 32 21.88%
CCG
6114
Capital CS Group
California
$90.6M -$2.5M -3% 9.72% 11.6% 70 51.43%
TBNY
6115
Trustco Bank (New York)
New York
$90.5M +$8.61M +11% 15% 84.3% 64 1.56%
LAS
6116
LWM Advisory Services
Florida
$90.5M +$2.15M +2% 6.81% 58.8% 127 45.67%
HPM
6117
Hudson Portfolio Management
New York
$90.4M +$5.81M +7% 9.81% 106 7.55%
PFP
6118
Paragon Financial Partners
California
$90.4M +$1.47M +2% 10.2% 80.6% 80 7.5%
LSC
6119
Lesa Sroufe & Co
Washington
$90.2M +$7.04M +8% 11.7% 72 15.28%
SMF
6120
Sterling Manor Financial
New York
$90.1M +$9.41M +12% 7.29% 42.4% 61 36.07%
PMAM
6121
Penn Mutual Asset Management
Pennsylvania
$89.6M +$13.2M +17% 12.3% 28.7% 77 38.96%
ACM
6122
Arlington Capital Management
Illinois
$89.5M +$48.9M +120% 14.8% 154% 91 93.41%
LCAM
6123
Long Corridor Asset Management
Hong Kong
$89.5M -$19.9M -18% 2.01% 58.7% 19 42.11%
MCA
6124
Martin Capital Advisors
Texas
$89.4M +$21.4M +31% 7.7% 117% 60 8.33%
CWR
6125
Chico Wealth RIA
California
$89.4M +$3.29M +4% 10.3% 55.6% 25 28%