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
PHIC
6076
Pine Haven Investment Counsel
Massachusetts
$91M +$9.02M +11% 102
HFAS
6077
Hummer Financial Advisory Services
Illinois
$90.9M +$5.82M +7% 91
F4L
6078
Fortune 45 LLC
Louisiana
$90.9M +$4.74M +5% 39
PFA
6079
Petra Financial Advisors
Colorado
$90.9M 95
EWM
6080
Endowment Wealth Management
Wisconsin
$90.9M +$8.39M +10% 138
PHIMC
6081
Private Harbour Investment Management & Counsel
Ohio
$90.7M +$4.44M +5% 47
CAAM
6082
Cape Ann Asset Management
United Kingdom
$90.6M +$7.23M +9% 8
MC
6083
Metavasi Capital
New York
$90.6M -$12.2M -12% 31
SC
6084
Sinecera Capital
Texas
$90.6M +$5.65M +7% 32
TBNY
6085
Trustco Bank (New York)
New York
$90.5M +$8.61M +11% 64
CCG
6086
Capital CS Group
California
$90.5M +$427K +0.5% 66
LAS
6087
LWM Advisory Services
Florida
$90.5M +$2.15M +2% 127
HPM
6088
Hudson Portfolio Management
New York
$90.4M +$5.81M +7% 106
PFP
6089
Paragon Financial Partners
California
$90.4M +$1.47M +2% 80
LSC
6090
Lesa Sroufe & Co
Washington
$90.2M +$7.04M +8% 72
SMF
6091
Sterling Manor Financial
New York
$90.1M +$9.41M +12% 61
PMAM
6092
Penn Mutual Asset Management
Pennsylvania
$89.6M +$13.2M +17% 78
ACM
6093
Arlington Capital Management
Illinois
$89.5M +$48.9M +120% 91
LCAM
6094
Long Corridor Asset Management
Hong Kong
$89.5M -$19.9M -18% 19
MCA
6095
Martin Capital Advisors
Texas
$89.4M +$21.4M +31% 60
CWR
6096
Chico Wealth RIA
California
$89.4M +$3.29M +4% 25
AWM
6097
Alterna Wealth Management
Texas
$89.2M +$4.94M +6% 104
MCM
6098
Moon Capital Management
New York
$89.2M +$10.8M +14% 14
MFP
6099
Meridian Financial Partners
Virginia
$89M +$18.4M +26% 53
OM
6100
OpenView Management
Massachusetts
$88.7M -$96.7M -52% 3