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
BMCM
4326
Bryn Mawr Capital Management
Pennsylvania
$138M +$18M +15% 92
MWA
4327
MFA Wealth Advisors
Pennsylvania
$138M +$15M +12% 44
SPC
4328
Stony Point Capital
New York
$138M 22
CP
4329
Corbenic Partners
Pennsylvania
$138M 181
NSB
4330
Norway Savings Bank
Maine
$138M +$15.1M +12% 274
CIM
4331
Coastal Investment Management
California
$138M 12
MFS
4332
Madrona Financial Services
Washington
$138M +$1.51M +1% 60
BC
4333
Birchview Capital
Vermont
$138M -$12.5M -8% 58
NWS
4334
Newport Wealth Strategies
California
$138M +$27.8M +25% 98
PVMCV
4335
Polaris Venture Management Co V
Massachusetts
$137M -$38.5M -22% 11
FFC
4336
First Financial Corp
Indiana
$137M +$9.2M +7% 388
FBT
4337
First Bank & Trust
South Dakota
$137M +$4.74M +4% 419
LWP
4338
Legacy Wealth Partners
California
$137M 87
ATIA
4339
American Trust Investment Advisors
New Hampshire
$137M +$7.02M +5% 78
DA
4340
Detalus Advisors
Missouri
$137M 102
CFA
4341
CWS Financial Advisors
Michigan
$137M 124
BA
4342
Baugh & Associates
Georgia
$137M +$7.95M +6% 41
SHIM
4343
Stone House Investment Management
Pennsylvania
$137M -$63.7M -32% 50
DC
4344
Diametric Capital
Massachusetts
$137M +$15.7M +13% 162
NL
4345
NKCFO LLC
Illinois
$137M +$1.27M +0.9% 113
LFASL
4346
Lugano Financial Advisors SA (LFA)
Switzerland
$137M 135
EWM
4347
EPG Wealth Management
Georgia
$137M 667
CT
4348
Clearstead Trust
Maine
$136M +$8.21M +6% 211
MIM
4349
Mittleman Investment Management
New York
$136M -$3.46M -2% 7
PSC
4350
Piper Sandler & Co
Minnesota
$136M +$21.2M +18% 33