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
MLM
5551
Mount Lucas Management
Pennsylvania
$222M +$11.5M +5% 166
CI
5552
Cordant Inc
Oregon
$222M +$14.3M +7% 72
PAM
5553
Prodigy Asset Management
Nebraska
$222M +$68.9M +45% 25
SWA
5554
Sightline Wealth Advisors
Connecticut
$221M +$14.4M +7% 96
PFSC
5555
Peoples Financial Services Corp
Pennsylvania
$221M +$19.1M +9% 269
ATC
5556
Advantage Trust Company
Kansas
$221M +$18.4M +9% 209
ORG
5557
Optimist Retirement Group
Washington
$221M +$12.7M +6% 131
KFS
5558
Kaizen Financial Strategies
California
$221M +$24.4M +12% 169
RWP
5559
Ridgecrest Wealth Partners
California
$221M +$31.7M +17% 119
GTAM
5560
Global Trust Asset Management
Florida
$221M +$34.1M +18% 529
MI
5561
Moneywise Inc
Virginia
$221M +$7.77M +4% 79
BCFD
5562
Boit C.F. David
$221M +$13.1M +6% 123
SOAG
5563
Silver Oak Advisory Group
Oregon
$221M +$14.6M +7% 80
LWMI
5564
Legacy Wealth Management (Idaho)
Idaho
$221M +$32M +17% 836
SIF
5565
State Insurance Fund
New York
$221M +$14.4M +7% 1
AWM
5566
AAF Wealth Management
Massachusetts
$221M +$1.23M +0.6% 49
MPW
5567
Melone Private Wealth
Michigan
$221M +$25.3M +13% 56
LC
5568
Lunate Capital
United Arab Emirates
$221M +$42.6M +24% 7
PP
5569
Patron Partners
Texas
$221M +$18.7M +9% 182
CRC
5570
Catawba River Capital
South Carolina
$220M +$23.7M +12% 20
EWM
5571
Endowment Wealth Management
Wisconsin
$220M +$26.4M +14% 164
ACM
5572
Adalta Capital Management
New York
$220M +$21M +11% 107
AP
5573
Aspect Partners
Virginia
$220M +$17.4M +9% 742
BCM
5574
Banyan Capital Management
Georgia
$220M +$25.7M +13% 56
LSC
5575
Logan Stone Capital
Illinois
$220M +$7.63M +4% 97