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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
MFS
8301
Miller Financial Services
Michigan
$91.3M +$6.06M +7% 0.46% 133 24.06%
GC
8302
Guilbault Capital
Louisiana
$91.3M +$1.93M +2% 1.64% 71 18.31%
AM
8303
Account Management
Massachusetts
$91.3M -$1.94M -2% 0.53% 87.4% 23 4.35%
MAM
8304
Markin Asset Management
New York
$91.1M +$112K +0.1% 2.57% 45 15.56%
PHIMC
8305
Private Harbour Investment Management & Counsel
Ohio
$91.1M -$4.59M -5% 3.23% 82.6% 37 2.7%
SPCM
8306
Spruce Point Capital Management
New York
$90.9M +$42.8M +89% 7.74% 27 55.56%
PGWA
8307
Plus Group Wealth Advisors
Wisconsin
$90.9M +$747K +0.8% 1.37% 43 4.65%
ML
8308
MLP3 LLC
New Jersey
$90.7M -$889K -1% 2.63% 92 11.96%
PLFS
8309
Provident Living Financial Services
Utah
$90.6M -$11.2M -11% 4.03% 49 2.04%
ICM
8310
Incision Capital Management
California
$90.6M -$19.6M -18% 9.25% 7 57.14%
GMH
8311
General Motors Holdings
Michigan
$90.5M -$95.4M -51% 10.7% 4.78% 5 20%
WTCUG
8312
WD Thunder CV Ultimate GP
Texas
$90.3M +$8.15M +10% 9.93% 1 0%
SI
8313
SCP Investment
California
$90.3M -$32.1M -26% 7.15% 32.8% 58 46.55%
CIM
8314
Catalyst Investment Management
New Hampshire
$90.2M -$15.3M -15% 1.08% 80 28.75%
SIC
8315
Sage Investment Counsel
Tennessee
$90.1M -$752K -0.8% 0.76% 131 9.16%
AOCA
8316
Angel Oak Capital Advisors
Georgia
$90M +$21.2M +31% 3.47% 39 25.64%
SHCM
8317
Stone House Capital Management
Florida
$90M -$1.24M -1% 8.18% 151% 3 0%
CWGL
8318
Cedrus Wealth Group LLC
Minnesota
$89.8M -$18.6M -17% 0.97% 50 8%
SIRP
8319
Shelter Insurance Retirement Plan
Missouri
$89.8M -$2.71M -3% 2.64% 60.5% 8 0%
PFO
8320
PMG Family Office
Texas
$89.6M +$3.03M +4% 4.84% 103 8.74%
CWM
8321
Coral Wealth Management
Florida
$89.4M 0.15% 16
ZWA
8322
Zinnia Wealth Advisory
Florida
$89.3M -$3.14M -3% 0.35% 103 18.45%
JTF
8323
J. Team Financial
Texas
$89.3M -$10.7M -11% 3.19% 97 23.71%
BC
8324
Bayforest Capital
United Kingdom
$89.3M -$44.9M -33% 2.77% 1,116 51.52%
UCM
8325
Up Capital Management
California
$89.1M -$22.7M -20% 0.99% 28 50%