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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
PFW
6951
Petros Family Wealth
Minnesota
$150M +$30.7M +26% 3.45% 176 42.05%
TPCM
6952
Templeton & Phillips Capital Management
Tennessee
$150M +$11.2M +8% 6.49% 70.2% 59 37.29%
LWA
6953
LifeGoal Wealth Advisors
New York
$150M +$29.7M +25% 1.99% 82 21.95%
KCIC
6954
Kuhn & Co Investment Counsel
Illinois
$150M +$23.7M +19% 4.02% 147 17.69%
WCM
6955
Winebrenner Capital Management
Kentucky
$150M +$10.9M +8% 0.77% 148 14.19%
1IA
6956
1620 Investment Advisors
Massachusetts
$150M +$2.75M +2% 2.48% 68.9% 678 8.85%
SC
6957
Settian Capital
New York
$150M +$2.84M +2% 1.14% 54.6% 26 15.38%
DG
6958
DMC Group
Alabama
$150M +$5.42M +4% 2.33% 99.2% 154 13.64%
TCM
6959
TABR Capital Management
California
$150M +$3.93M +3% 2.45% 75 61.33%
PCM
6960
Pincus Capital Management
New York
$150M 4.12% 51
CIG
6961
Cascade Investment Group
Colorado
$150M -$1.24M -0.8% 1.54% 86.8% 153 11.11%
MA
6962
Minerva Advisors
Pennsylvania
$150M -$7.73M -5% 0.64% 149% 58 5.17%
CRIG
6963
Charter Research & Investment Group
Connecticut
$150M +$5.33M +4% 7.06% 71.1% 86 5.81%
CCM
6964
Collar Capital Management
Wisconsin
$150M +$7.52M +5% 5.97% 75 5.33%
E
6965
Evansbrook
Illinois
$149M 3% 113
BFM
6966
Broadview Financial Management
Wisconsin
$149M +$1.15M +0.8% 1.78% 41.8% 41 0%
CC
6967
Commons Capital
Massachusetts
$149M -$4.63M -3% 2.44% 138% 127 25.2%
CWP
6968
Corepath Wealth Partners
Arizona
$149M +$11.4M +8% 2.8% 56% 44 15.91%
AIP
6969
Alapocas Investment Partners
Massachusetts
$149M +$3.3M +2% 5.8% 51.7% 20 5%
CZI
6970
Chan Zuckerberg Initiative
California
$149M +$55.4M +59% 3.15% 39.6% 3 33.33%
CI
6971
CPR Investments
Michigan
$149M +$3.73M +3% 1.59% 79.3% 54 18.52%
LAIC
6972
Lederer & Associates Investment Counsel
California
$149M -$5.07M -3% 2.37% 75.5% 87 6.9%
AFM
6973
Aspetuck Financial Management
Connecticut
$149M +$2.92M +2% 2.71% 74 4.05%
DRC
6974
Darwins River Capital
New York
$149M 0.82% 24
LI
6975
Latash Investments
Alaska
$149M +$11.6M +8% 11.3% 126% 19 15.79%