We are live on ! Find out more

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
SWTS
8026
Stonehaven Wealth & Tax Solutions
Wisconsin
$111M +$3.09M +3% 1.28% 102 37.25%
D
8027
Drystone
Virginia
$111M +$109K +0.1% 2.71% 18 5.56%
IPS
8028
Investors Portfolio Services
Washington
$111M 0.9% 406
AFC
8029
Avise Financial Cooperative
California
$111M 2.49% 94
TBNY
8030
Trustco Bank (New York)
New York
$111M -$141K -0.1% 4.57% 131% 72 5.56%
NCTC
8031
New Covenant Trust Company
Indiana
$111M +$3.44M +3% 3.08% 91 5.49%
PB
8032
Prosperity Bancshares
Texas
$111M 3.4% 396
CSIA
8033
Carl Stuart Investment Advisor
Texas
$111M +$4.37M +4% 6.03% 84.4% 18 11.11%
RI
8034
Ruggiero Investments
Florida
$111M 2.88% 78
WDOM
8035
Wasserstein Debt Opportunities Management
New York
$111M +$4.58M +4% 8.88% 1 0%
CIM
8036
Courant Investment Management
Tennessee
$111M -$15.9M -13% 5.18% 33.5% 7 14.29%
MGI
8037
Miller Global Investments
Texas
$110M 4.7% 246
PC
8038
Parrish Capital
Georgia
$110M 4.68% 86
LG
8039
Lane Generational
Massachusetts
$110M -$10M -8% 5.86% 148% 38 28.95%
ICM
8040
Incision Capital Management
California
$110M 3.05% 6
PWP
8041
PrairieView Wealth Partners
Illinois
$110M +$3.79M +4% 1.16% 30 3.33%
HCA
8042
Hardworking Capital Advisors
California
$110M 0.12% 84
AA
8043
Ahara Advisors
New Jersey
$110M 3.63% 50
HIIL
8044
HS Investments IV Ltd
$110M 47.4% 2
RQS
8045
Ramsey Quantitative Systems
Kentucky
$110M +$4.57M +4% 0.91% 42% 16 87.5%
GW
8046
Graetz Wealth
Michigan
$110M 0.97% 77
IWC
8047
Infinity Wealth Counsel
Ohio
$110M +$6.59M +6% 1.03% 65 6.15%
TIM
8048
Titan Investment Management
Indiana
$110M 0.64% 39
BAM
8049
Banta Asset Management
California
$110M 1.15% 17
PWM
8050
Pathway Wealth Management
Texas
$110M 8.28% 29