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
UIA
6726
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 238
PFS
6727
Prospect Financial Services
New York
$99.2M 69
SWM
6728
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 157
LL
6729
LMDAGG LLC
California
$99.1M 1
SWMG
6730
Sard Wealth Management Group
Georgia
$99.1M 42
PBT
6731
Pictet Bank & Trust
Bahamas
$98.7M +$5.56M +6% 43
POIA
6732
Pin Oak Investment Advisors
Texas
$98.7M +$9.88M +11% 487
MCM
6733
Moon Capital Management
New York
$98.6M +$15.7M +19% 15
GSP
6734
Grafton Street Partners
Florida
$98.6M 11
SPW
6735
Surience Private Wealth
Washington
$98.5M +$46.8M +91% 30
DIM
6736
DC Investments Management
Virginia
$98.4M +$18.7M +23% 89
KGC
6737
Kennon-Green & Company
Ohio
$98.4M -$2.42M -2% 44
YEPI
6738
Yorktown Energy Partners IX
New York
$98.3M +$14.5M +17% 4
RTC
6739
Riverview Trust Company
Washington
$98.3M -$14.5M -13% 675
CCM
6740
Crew Capital Management
Ohio
$98.3M +$5.38M +6% 95
SFC
6741
Sprinkle Financial Consultants
Colorado
$98.2M 59
CC
6742
Copperleaf Capital
North Carolina
$98.2M +$5.74M +6% 89
XC
6743
XY Capital
Hong Kong
$98.2M -$11M -10% 78
CGF
6744
Constant Guidance Financial
Massachusetts
$98.1M +$22.4M +30% 29
TPCM
6745
Templeton & Phillips Capital Management
Tennessee
$98.1M +$3.17M +3% 31
OC
6746
Opinicus Capital
Florida
$98.1M 97
CCG
6747
Coastwise Capital Group
California
$98M +$10.8M +12% 118
LSC
6748
Lesa Sroufe & Co
Washington
$98M +$4.76M +5% 70
MLIM
6749
Mountain Lake Investment Management
Florida
$97.8M -$7.89M -7% 19
8GI
6750
8VC GP I
Texas
$97.7M 3