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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
BC
6901
Barnett & Company
Tennessee
$120M -$33.1M -22% 0.11% 50.8% 89 21.35%
UIA
6902
Ulland Investment Advisors
Minnesota
$120M -$37.2M -24% 5.69% 154% 230 10%
DWM
6903
David Wealth Management
Virginia
$120M -$1.53M -1% 1.48% 50 6%
MMRF
6904
Michelson Medical Research Foundation
California
$120M +$190K +0.2% 1.55% 37.3% 30 23.33%
RSWA
6905
Robinson Smith Wealth Advisors
Maine
$119M +$1.52M +1% 1.52% 88 12.5%
AIA
6906
Accelerate Investment Advisors
California
$119M +$6.05M +5% 0.72% 124 26.61%
EI
6907
EDMP Inc
Florida
$119M +$14.1M +13% 6.05% 68.1% 73 13.7%
CIM
6908
Courant Investment Management
Tennessee
$119M +$1.21M +1% 4.54% 33.5% 8 0%
OS
6909
Objectivity Squared
South Carolina
$119M -$24.5M -17% 2.28% 51 17.65%
AFR
6910
Applied Fundamental Research
Massachusetts
$119M -$8.54M -7% 2.68% 38% 13 15.38%
PAP
6911
Persistent Asset Partners
Hong Kong
$119M -$1.36M -1% 2.11% 221 57.01%
PHIC
6912
Pine Haven Investment Counsel
Massachusetts
$119M -$2.52M -2% 0.2% 72.1% 115 8.7%
AAA
6913
American Alpha Advisors
New York
$119M +$5.34M +5% 2.36% 116 68.1%
LM
6914
Lansing Management
New York
$119M +$5.61M +5% 1.85% 87.3% 8 12.5%
BF
6915
Baring Financial
Washington
$119M +$6.92M +6% 3.18% 66 7.58%
DW
6916
Durante & Waters
New York
$119M -$2.15M -2% 1.84% 30 3.33%
CCG
6917
Coastwise Capital Group
California
$119M -$6.33M -5% 1.95% 88.8% 128 9.38%
GIM
6918
Guardian Investment Management
California
$119M -$21.3M -15% 2.82% 89.7% 59 6.78%
TCM
6919
TT Capital Management
California
$119M -$6.63M -5% 1.52% 82 23.17%
KCIC
6920
Kuhn & Co Investment Counsel
Illinois
$119M +$1.03M +0.9% 0.44% 135 11.11%
LAS
6921
Legacy Advisory Services
Pennsylvania
$118M +$1.17M +1% 0.9% 59 28.81%
AWM
6922
Accredited Wealth Management
Kentucky
$118M +$4.12M +4% 0.38% 421 30.17%
SHF
6923
Stage Harbor Financial
Massachusetts
$118M +$3.18M +3% 1.83% 63 14.29%
KFSN
6924
Keystone Financial Services (Nebraska)
Nebraska
$118M +$9.05M +8% 3.18% 49 14.29%
1WM
6925
1858 Wealth Management
Ohio
$118M -$8.2M -6% 2.15% 135 23.7%