Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MFS
4326
Madrona Financial Services
Washington
$138M +$1.51M +1% 5.78% 54.3% 60
BC
4327
Birchview Capital
Vermont
$138M -$12.5M -8% 23.6% 103% 58
NWS
4328
Newport Wealth Strategies
California
$138M +$27.8M +25% 8.3% 51.3% 98
PVMCV
4329
Polaris Venture Management Co V
Massachusetts
$137M -$38.5M -22% 12.4% 279% 11
FFC
4330
First Financial Corp
Indiana
$137M +$9.2M +7% 7.66% 64.8% 388
FBT
4331
First Bank & Trust
South Dakota
$137M +$4.74M +4% 5.75% 60% 419
LWP
4332
Legacy Wealth Partners
California
$137M – – 8.09% – 87
ATIA
4333
American Trust Investment Advisors
New Hampshire
$137M +$7.02M +5% 9.83% 95.4% 78
DA
4334
Detalus Advisors
Missouri
$137M – – 4.69% 49.8% 102
CFA
4335
CWS Financial Advisors
Michigan
$137M – – 2.9% 66.6% 124
BA
4336
Baugh & Associates
Georgia
$137M +$7.95M +6% 8.94% 47.2% 41
SHIM
4337
Stone House Investment Management
Pennsylvania
$137M -$63.7M -32% 3.98% 38.9% 50
DC
4338
Diametric Capital
Massachusetts
$137M +$15.7M +13% 18.5% 190% 162
NL
4339
NKCFO LLC
Illinois
$137M +$1.27M +0.9% 8.69% 131% 113
LFASL
4340
Lugano Financial Advisors SA (LFA)
Switzerland
$137M – – 5.31% 31.2% 135
EWM
4341
EPG Wealth Management
Georgia
$137M – – 7.28% 72% 667
CT
4342
Clearstead Trust
Maine
$136M +$8.21M +6% 6.85% 87.1% 211
MIM
4343
Mittleman Investment Management
New York
$136M -$3.46M -2% 5.34% 11.6% 7
PSC
4344
Piper Sandler & Co
Minnesota
$136M +$21.2M +18% 0.21% 0.42% 33
UOMF
4345
University of Maryland Foundation
Maryland
$136M – – 4.61% 47.2% 8
BA
4346
Ballast Advisors
Minnesota
$136M – – 9.4% 64.9% 163
SL
4347
SIB LLC
New York
$136M -$5.13M -4% 9.91% 29.1% 26
EI
4348
Ethic Inc
New York
$136M – – 10.1% 102% 225
ACH
4349
Axis Capital Holdings
Bermuda
$136M +$10.6M +8% 8.48% 62.2% 2
CA
4350
Centerpoint Advisors
Massachusetts
$136M +$10M +8% 7.51% 62.2% 295
172 173
174
175 176