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
6976
Pine Haven Investment Counsel
Massachusetts
$127M +$8.13M +7% 116
S
6977
Steadtrust
Texas
$127M 115
BC
6978
Barnett & Company
Tennessee
$127M +$7.48M +6% 86
DW
6979
Durante & Waters
New York
$127M +$8.09M +7% 32
CFP
6980
Comprehensive Financial Planning
Pennsylvania
$127M +$24.2M +24% 355
SA
6981
Seneschal Advisors
Washington
$127M +$10.3M +9% 39
FB
6982
Finward Bancorp
Indiana
$127M +$11.2M +10% 106
PWCM
6983
Processus Wealth & Capital Management
Tennessee
$127M +$9.11M +8% 35
RE
6984
Rydar Equities
Texas
$127M 95
CBCM
6985
Cook & Bynum Capital Management
Alabama
$127M -$1.62M -1% 6
PPWM
6986
Perissos Private Wealth Management
Oklahoma
$126M +$16.8M +15% 81
CWR
6987
Chico Wealth RIA
California
$126M +$11.2M +10% 33
GCM
6988
Generation Capital Management
New York
$126M +$15.3M +14% 87
BTC
6989
Bank & Trust Company
Illinois
$126M +$3.59M +3% 291
EB
6990
Exchange Bank
California
$126M +$2.38M +2% 121
BWLSA
6991
Blue Water Life Science Advisors
California
$126M +$25.4M +25% 8
TCCP
6992
Tide Cove Capital Partners
California
$126M +$11.4M +10% 11
HA
6993
HFG Advisors
Ohio
$126M +$9.2M +8% 107
KOMWMG
6994
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126M +$11.7M +10% 88
LAS
6995
Legacy Advisory Services
Pennsylvania
$126M +$7.7M +7% 54
EIM
6996
Emmett Investment Management
New York
$126M +$16.6M +15% 30
CL
6997
CVFG LLC
Indiana
$126M +$16.1M +15% 98
KWM
6998
Koa Wealth Management
California
$126M +$2.09M +2% 55
IW
6999
Instrumental Wealth
Florida
$126M +$15.4M +14% 62
ACM
7000
Ategra Capital Management
Virginia
$126M +$2.03M +2% 25