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
4351
Madrona Financial Services
Washington
$138M +$1.51M +1% 60
BC
4352
Birchview Capital
Vermont
$138M -$12.5M -8% 58
NWS
4353
Newport Wealth Strategies
California
$138M +$27.8M +25% 98
PVMCV
4354
Polaris Venture Management Co V
Massachusetts
$137M -$38.5M -22% 11
FFC
4355
First Financial Corp
Indiana
$137M +$9.2M +7% 388
FBT
4356
First Bank & Trust
South Dakota
$137M +$4.74M +4% 419
LWPC
4357
Legacy Wealth Partners (California)
California
$137M 87
ATIA
4358
American Trust Investment Advisors
New Hampshire
$137M +$7.02M +5% 78
DA
4359
Detalus Advisors
Missouri
$137M 102
CFA
4360
CWS Financial Advisors
Michigan
$137M 124
BA
4361
Baugh & Associates
Georgia
$137M +$7.95M +6% 41
DC
4362
Diametric Capital
Massachusetts
$137M +$15.7M +13% 163
SHIM
4363
Stone House Investment Management
Pennsylvania
$137M -$63.7M -32% 50
NL
4364
NKCFO LLC
Illinois
$137M +$1.27M +0.9% 113
LFASL
4365
Lugano Financial Advisors SA (LFA)
Switzerland
$137M 135
EWM
4366
EPG Wealth Management
Georgia
$137M 667
CT
4367
Clearstead Trust
Maine
$136M +$8.21M +6% 211
MIM
4368
Mittleman Investment Management
New York
$136M -$3.46M -2% 7
PSC
4369
Piper Sandler & Co
Minnesota
$136M +$21.2M +18% 33
UOMF
4370
University of Maryland Foundation
Maryland
$136M 8
BA
4371
Ballast Advisors
Minnesota
$136M 163
SL
4372
SIB LLC
New York
$136M -$5.13M -4% 26
EI
4373
Ethic Inc
New York
$136M 225
ACH
4374
Axis Capital Holdings
Bermuda
$136M +$10.6M +8% 2
CA
4375
Centerpoint Advisors
Massachusetts
$136M +$10M +8% 295