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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
PHIC
7076
Pine Haven Investment Counsel
Massachusetts
$119M -$2.52M -2% 0.2% 72.1% 115 8.7%
AAA
7077
American Alpha Advisors
New York
$119M +$5.34M +5% 2.36% 116 68.1%
LM
7078
Lansing Management
New York
$119M +$5.61M +5% 1.85% 76.9% 8 12.5%
BF
7079
Baring Financial
Washington
$119M +$6.92M +6% 3.18% 66 7.58%
DW
7080
Durante & Waters
New York
$119M -$2.15M -2% 1.84% 30 3.33%
CCG
7081
Coastwise Capital Group
California
$119M -$6.33M -5% 1.95% 88.8% 128 9.38%
GIM
7082
Guardian Investment Management
California
$119M -$21.3M -15% 2.82% 89.7% 59 6.78%
TCM
7083
TT Capital Management
California
$119M -$6.63M -5% 1.52% 82 23.17%
KCIC
7084
Kuhn & Co Investment Counsel
Illinois
$119M +$1.03M +0.9% 0.44% 135 11.11%
LAS
7085
Legacy Advisory Services
Pennsylvania
$118M +$1.17M +1% 0.9% 59 28.81%
AWM
7086
Accredited Wealth Management
Kentucky
$118M +$4.12M +4% 0.38% 421 30.17%
CZI
7087
Chan Zuckerberg Initiative
California
$118M -$254M -68% 5.42% 59% 3 33.33%
SIP
7088
Stoneridge Investment Partners
Pennsylvania
$118M -$161M -58% 7.59% 44.2% 162 45.68%
BIO
7089
Blue Investment Opportunities
Florida
$118M 14.8% 1
SMCM
7090
Sky-Mountain Capital Management
Idaho
$118M 0.09% 32
SHF
7091
Stage Harbor Financial
Massachusetts
$118M +$3.18M +3% 1.83% 63 14.29%
KFSN
7092
Keystone Financial Services (Nebraska)
Nebraska
$118M +$9.05M +8% 3.18% 49 14.29%
1WM
7093
1858 Wealth Management
Ohio
$118M -$8.2M -6% 2.15% 135 23.7%
BRWM
7094
Blue Rock Wealth Management
North Carolina
$118M +$22.9M +24% 3.07% 98 31.63%
EBA
7095
Eagle Bay Advisors
New York
$118M -$41M -26% 1.65% 78.4% 1,001 88.61%
SHCM
7096
Stone House Capital Management
Florida
$118M -$50.8M -30% 13.3% 151% 3 0%
AI
7097
Axecap Investments
Ohio
$118M -$14.8M -11% 2.57% 93 49.46%
UOWF
7098
University of Wisconsin Foundation
Wisconsin
$118M -$19.7M -14% 8.42% 142% 8 12.5%
PWM
7099
Partnership Wealth Management
Maryland
$118M -$2.34M -2% 0.4% 76 10.53%
MCM
7100
Monimus Capital Management
New Jersey
$118M +$11.7M +11% 8.33% 66 50%