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
SWA
6251
Sightline Wealth Advisors
Connecticut
$101M +$2.71M +3% 64
CI
6252
Centerstone Investors
New York
$100M +$15.3M +18% 26
PHIC
6253
Pine Haven Investment Counsel
Massachusetts
$100M +$5.06M +5% 103
OCM
6254
Orser Capital Management
Texas
$100M +$11.5M +13% 54
MAG
6255
Mayfair Advisory Group
Alabama
$100M +$7.95M +9% 132
FAFN
6256
First Affirmative Financial Network
Colorado
$100M +$13.7M +16% 203
KCM
6257
KRS Capital Management
Michigan
$100M +$11.2M +13% 116
DG
6258
DMC Group
Alabama
$100M +$978K +1% 122
DAM
6259
Draper Asset Management
New York
$99.9M +$22.1M +28% 32
LM
6260
Lansing Management
New York
$99.9M +$4.94M +5% 7
SLFPAM
6261
St. Louis Financial Planners Asset Management
Missouri
$99.8M +$11.9M +14% 45
KAM
6262
Karani Asset Management
New York
$99.1M +$4.73M +5% 38
PCU
6263
Palliser Capital (UK)
United Kingdom
$99.1M +$10.8M +12% 8
EWS
6264
Evergreen Wealth Solutions
Pennsylvania
$99.1M +$12.7M +15% 111
PWM
6265
Pinnacle Wealth Management
California
$99.1M 45
ACA
6266
Apis Capital Advisors
New York
$99.1M +$5.22M +6% 36
3CP
6267
3G Capital Partners
New York
$99M +$22.1M +29% 16
MAM
6268
Maytree Asset Management
Hong Kong
$99M +$5.65M +6% 19
CGA
6269
Channing Global Advisors
Florida
$98.8M +$7.91M +9% 48
MWM
6270
Melfa Wealth Management
Massachusetts
$98.7M -$1.41M -1% 145
CWA
6271
Clearview Wealth Advisors
Oregon
$98.4M -$269K -0.3% 751
APW
6272
Atlantic Private Wealth
North Carolina
$98.3M +$3.16M +3% 118
ASA
6273
Armstrong Shaw Associates
Connecticut
$98.3M -$3.58M -4% 47
F4L
6274
Fortune 45 LLC
Louisiana
$98.1M -$1.21M -1% 38
HM
6275
Harvest Management
New York
$98M -$12.1M -11% 56