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
CT
5276
Clearstead Trust
Maine
$154M -$15.3M -9% 208
PM
5277
Penbrook Management
New York
$154M -$11.8M -7% 114
MWA
5278
Miller Wealth Advisors
Colorado
$154M +$5.37M +4% 101
LC
5279
Lakehouse Capital
Australia
$154M -$23.9M -13% 15
TOPU
5280
Trustees of Princeton University
New Jersey
$154M +$71.9M +88% 9
FDC
5281
Flight Deck Capital
California
$154M -$59.3M -28% 24
LC
5282
Legacy CG
Texas
$154M -$12.5M -8% 73
PP
5283
Pacifica Partners
Canada
$154M +$709K +0.5% 509
MWM
5284
McNaughton Wealth Management
California
$154M -$707K -0.5% 53
LI
5285
Latash Investments
Alaska
$154M -$7.92M -5% 22
PFG
5286
Pacific Financial Group
Washington
$154M +$1.26M +0.8% 69
NS
5287
Newman & Schimel
Illinois
$154M -$22.7M -13% 52
NC
5288
Naman Capital
Brazil
$154M -$17.2M -10% 17
BCM
5289
Brooktree Capital Management
Michigan
$153M -$10.2M -6% 49
WPW
5290
Warther Private Wealth
Ohio
$153M +$18.7M +14% 148
CHA
5291
Cooper/Haims Advisors
New York
$153M -$9.07M -6% 89
BFAG
5292
Blackston Financial Advisory Group
Florida
$153M -$19.3M -11% 98
WAM
5293
Worth Asset Management
Texas
$153M 562
SOAG
5294
Silver Oak Advisory Group
Oregon
$153M -$4.72M -3% 61
P2P
5295
Phase 2 Partners
California
$153M +$2.32M +2% 29
OGF
5296
Orin Green Financial
California
$153M +$15.2M +11% 68
BCM
5297
Bancreek Capital Management
California
$153M +$46.1M +43% 31
YCM
5298
Yost Capital Management
Texas
$153M +$11.1M +8% 17
HFS
5299
Heritage Financial Services
Massachusetts
$153M +$25.3M +20% 84
WDC
5300
Woodward Diversified Capital
California
$153M -$17M -10% 211