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
6551
Pine Haven Investment Counsel
Massachusetts
$124M +$7.2M +6% 113
ACP
6552
Acuta Capital Partners
California
$123M +$4.83M +4% 49
TWCA
6553
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 74
FI
6554
Finivi Inc
Massachusetts
$123M +$2.66M +2% 96
SCM
6555
Spring Capital Management
Texas
$123M -$3.43M -3% 30
BTC
6556
Bank & Trust Company
Illinois
$123M +$5.42M +5% 288
BCM
6557
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 25
TC
6558
Tsai Capital
New York
$123M +$21.5M +21% 25
ONST
6559
Old North State Trust
North Carolina
$123M +$7.21M +6% 135
CWM
6560
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 48
OWG
6561
Oxford Wealth Group
Florida
$123M -$22.6M -16% 71
GWA
6562
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 38
DWS
6563
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 247
SFG
6564
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 14
RA
6565
RiverPark Advisors
New York
$122M +$1.62M +1% 146
JAIC
6566
Josh Arnold Investment Consultant
Minnesota
$122M +$4.33M +4% 30
FCT
6567
First Community Trust
Iowa
$122M +$5.43M +5% 319
GPW
6568
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 88
CA
6569
Cannon Advisors
North Carolina
$122M 71
EB
6570
Exchange Bank
California
$122M +$4.6M +4% 115
CGF
6571
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 33
BAWM
6572
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 50
IPAM
6573
Investment Partners Asset Management
New Jersey
$122M +$9.84M +9% 145
BSHC
6574
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 102
TWM
6575
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 32