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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
MDA
7751
Minot DeBlois Advisors
Massachusetts
$111M +$971K +0.9% 3.13% 255 15.69%
MSAGDF
7752
Moneda SA Administradora General de Fondos
Chile
$111M +$20.8M +23% 6.63% 31.4% 32 18.75%
SWTS
7753
Stonehaven Wealth & Tax Solutions
Wisconsin
$111M +$3.09M +3% 1.28% 102 37.25%
D
7754
Drystone
Virginia
$111M +$109K +0.1% 2.71% 18 5.56%
IPS
7755
Investors Portfolio Services
Washington
$111M 0.9% 406
AFC
7756
Avise Financial Cooperative
California
$111M 2.49% 94
TBNY
7757
Trustco Bank (New York)
New York
$111M -$141K -0.1% 4.57% 84.3% 72 5.56%
NCTC
7758
New Covenant Trust Company
Indiana
$111M +$3.44M +3% 3.08% 91 5.49%
PB
7759
Prosperity Bancshares
Texas
$111M 3.4% 396
CSIA
7760
Carl Stuart Investment Advisor
Texas
$111M +$4.37M +4% 6.03% 78.6% 18 11.11%
RI
7761
Ruggiero Investments
Florida
$111M 2.88% 78
WDOM
7762
Wasserstein Debt Opportunities Management
New York
$111M +$4.58M +4% 8.88% 1 0%
CIM
7763
Courant Investment Management
Tennessee
$111M -$15.9M -13% 5.18% 33.5% 7 14.29%
MGI
7764
Miller Global Investments
Texas
$110M 4.7% 246
PC
7765
Parrish Capital
Georgia
$110M 4.68% 86
LG
7766
Lane Generational
Massachusetts
$110M -$10M -8% 5.86% 112% 38 28.95%
PWP
7767
PrairieView Wealth Partners
Illinois
$110M +$3.79M +4% 1.16% 30 3.33%
RQS
7768
Ramsey Quantitative Systems
Kentucky
$110M +$4.57M +4% 0.91% 42% 16 87.5%
IWC
7769
Infinity Wealth Counsel
Ohio
$110M +$6.59M +6% 1.03% 65 6.15%
CWMS
7770
CFG Wealth Management Services
Indiana
$110M 0.54% 157
KP
7771
Kitching Partners
Pennsylvania
$110M +$3.7M +3% 2.2% 47 27.66%
SCP
7772
SymBiosis Capital Partners
Arkansas
$109M 20.6% 11
2WWM
7773
21 West Wealth Management
California
$109M +$4.01M +4% 1.54% 64 12.5%
SFAM
7774
Sawyer Falduto Asset Management
Illinois
$109M 1.89% 260
SC
7775
Shuttleworth & Co
Ohio
$109M -$866K -0.8% 0.05% 64 9.38%