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
PHIMC
6076
Private Harbour Investment Management & Counsel
Ohio
$90.7M +$4.44M +5% 47
CAAM
6077
Cape Ann Asset Management
United Kingdom
$90.6M +$7.23M +9% 8
MC
6078
Metavasi Capital
New York
$90.6M -$12.2M -12% 31
SC
6079
Sinecera Capital
Texas
$90.6M +$5.65M +7% 32
TBNY
6080
Trustco Bank (New York)
New York
$90.5M +$8.61M +11% 64
CCG
6081
Capital CS Group
California
$90.5M +$427K +0.5% 66
LAS
6082
LWM Advisory Services
Florida
$90.5M +$2.15M +2% 127
HPM
6083
Hudson Portfolio Management
New York
$90.4M +$5.81M +7% 106
PFP
6084
Paragon Financial Partners
California
$90.4M +$1.47M +2% 80
LSC
6085
Lesa Sroufe & Co
Washington
$90.2M +$7.04M +8% 72
SMF
6086
Sterling Manor Financial
New York
$90.1M +$9.41M +12% 61
PMAM
6087
Penn Mutual Asset Management
Pennsylvania
$89.6M +$13.2M +17% 78
ACM
6088
Arlington Capital Management
Illinois
$89.5M +$48.9M +120% 91
LCAM
6089
Long Corridor Asset Management
Hong Kong
$89.5M -$19.9M -18% 19
MCA
6090
Martin Capital Advisors
Texas
$89.4M +$21.4M +31% 60
CWR
6091
Chico Wealth RIA
California
$89.4M +$3.29M +4% 25
AWM
6092
Alterna Wealth Management
Texas
$89.2M +$4.94M +6% 104
MCM
6093
Moon Capital Management
New York
$89.2M +$10.8M +14% 14
MFP
6094
Meridian Financial Partners
Virginia
$89M +$18.4M +26% 53
OM
6095
OpenView Management
Massachusetts
$88.7M -$96.7M -52% 3
SICM
6096
Sustainable Insight Capital Management
New York
$88.7M +$3.1M +4% 120
ARS
6097
Adirondack Retirement Specialists
New York
$88.7M -$15M -14% 160
DG
6098
DMC Group
Alabama
$88.6M +$5.86M +7% 115
MCM
6099
Maytus Capital Management
New York
$88.6M -$23.7M -21% 54
NFA
6100
Northern Financial Advisors
Michigan
$88.4M 97