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
6851
Pine Haven Investment Counsel
Massachusetts
$119M -$2.52M -2% 115
LM
6852
Lansing Management
New York
$119M +$5.61M +5% 8
BF
6853
Baring Financial
Washington
$119M +$6.92M +6% 66
DW
6854
Durante & Waters
New York
$119M -$2.15M -2% 30
CCG
6855
Coastwise Capital Group
California
$119M -$6.33M -5% 128
GIM
6856
Guardian Investment Management
California
$119M -$21.3M -15% 59
TCM
6857
TT Capital Management
California
$119M -$6.55M -5% 78
KCIC
6858
Kuhn & Co Investment Counsel
Illinois
$119M +$1.03M +0.9% 135
LAS
6859
Legacy Advisory Services
Pennsylvania
$118M +$1.17M +1% 59
AWM
6860
Accredited Wealth Management
Kentucky
$118M +$4.12M +4% 422
MPW
6861
Magnolia Private Wealth
Pennsylvania
$118M +$5.86M +5% 117
SHF
6862
Stage Harbor Financial
Massachusetts
$118M +$3.18M +3% 63
KFSN
6863
Keystone Financial Services (Nebraska)
Nebraska
$118M +$9.05M +8% 49
1WM
6864
1858 Wealth Management
Ohio
$118M -$8.2M -6% 135
BRWM
6865
Blue Rock Wealth Management
North Carolina
$118M +$22.9M +24% 98
EBA
6866
Eagle Bay Advisors
New York
$118M -$41M -26% 1,001
SHCM
6867
Stone House Capital Management
Florida
$118M -$50.8M -30% 3
AI
6868
Axecap Investments
Ohio
$118M -$14.8M -11% 93
UOWF
6869
University of Wisconsin Foundation
Wisconsin
$118M -$19.7M -14% 8
PWM
6870
Partnership Wealth Management
Maryland
$118M -$2.34M -2% 76
MCM
6871
Monimus Capital Management
New Jersey
$118M +$11.7M +11% 66
MWA
6872
Muirfield Wealth Advisors
North Carolina
$118M -$3.56M -3% 69
OIM
6873
Oder Investment Management
California
$118M -$2.32M -2% 97
RIA
6874
Richwood Investment Advisors
Ohio
$118M -$2.31M -2% 103
RW
6875
Ridgeline Wealth
Arizona
$118M -$5.08M -4% 56