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
MC
5526
Matisse Capital
Oregon
$222M +$10.6M +5% 183
LAI
5527
Legal Advantage Investments
California
$222M +$8.29M +4% 99
YP
5528
YANKCOM Partnership
South Dakota
$222M +$17.7M +9% 336
ATWA
5529
Arbor Trust Wealth Advisors
Michigan
$222M +$17.6M +9% 85
RA
5530
Ransom Advisory
Rhode Island
$222M +$9.89M +5% 329
ACG
5531
Ampersand Capital Group
California
$222M +$21M +10% 7
LFPWM
5532
Leicht Financial Planning & Wealth Management
New Jersey
$222M +$11.3M +5% 15
DCM
5533
Dudley Capital Management
Virginia
$222M +$22.2M +11% 136
MLM
5534
Mount Lucas Management
Pennsylvania
$222M +$11.5M +5% 166
CI
5535
Cordant Inc
Oregon
$222M +$14.3M +7% 72
PAM
5536
Prodigy Asset Management
Nebraska
$222M +$68.9M +45% 25
SWA
5537
Sightline Wealth Advisors
Connecticut
$221M +$14.4M +7% 96
PFSC
5538
Peoples Financial Services Corp
Pennsylvania
$221M +$19.1M +9% 269
ATC
5539
Advantage Trust Company
Kansas
$221M +$18.4M +9% 209
ORG
5540
Optimist Retirement Group
Washington
$221M +$12.7M +6% 131
KFS
5541
Kaizen Financial Strategies
California
$221M +$24.4M +12% 169
RWP
5542
Ridgecrest Wealth Partners
California
$221M +$31.7M +17% 119
GTAM
5543
Global Trust Asset Management
Florida
$221M +$34.1M +18% 529
MI
5544
Moneywise Inc
Virginia
$221M +$7.77M +4% 79
BCFD
5545
Boit C.F. David
$221M +$13.1M +6% 123
SOAG
5546
Silver Oak Advisory Group
Oregon
$221M +$14.6M +7% 80
LWMI
5547
Legacy Wealth Management (Idaho)
Idaho
$221M +$32M +17% 836
SIF
5548
State Insurance Fund
New York
$221M +$14.4M +7% 1
AWM
5549
AAF Wealth Management
Massachusetts
$221M +$1.23M +0.6% 49
MPW
5550
Melone Private Wealth
Michigan
$221M +$25.3M +13% 56