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
PIC
7176
Platt Investment Counsel
Florida
$135M +$8.36M +7% 13
CH
7177
CVS Health
Rhode Island
$135M +$32.4M +32% 9
SPWM
7178
Schrum Private Wealth Management
Florida
$135M -$1.12M -0.8% 130
NWS
7179
Nvest Wealth Strategies
Ohio
$135M 214
MSK
7180
Melissa S. Kampmann
$135M -$1.94M -1% 43
BFWM
7181
Bright Futures Wealth Management
New York
$135M +$7.11M +6% 173
CCP
7182
Cushing Capital Partners
Wisconsin
$135M +$7.34M +6% 89
BGI
7183
B Group Inc
Texas
$135M +$30.4M +29% 22
GTWM
7184
Global Trust Wealth Management
Florida
$135M 84
MAM
7185
Maytree Asset Management
Hong Kong
$135M +$23.7M +21% 20
GIM
7186
Guild Investment Management
California
$135M +$8.88M +7% 58
DI
7187
Dalton Investments
Nevada
$135M -$14.4M -10% 20
WA
7188
WPG Advisers
Maryland
$135M +$5.79M +4% 1,538
EF
7189
Entrust Financial
Pennsylvania
$135M 420
PWM
7190
Peterson Wealth Management
Nevada
$135M -$9.72M -7% 46
FPC
7191
Flax Pond Capital
Massachusetts
$135M 51
HICL
7192
Hamrick Investment Counsel, llc
Washington
$134M 184
SAM
7193
Steinberg Asset Management
New York
$134M -$4.78M -3% 41
MCM
7194
Magnolia Capital Management
New York
$134M +$4.1M +3% 77
LSC
7195
Lesa Sroufe & Co
Washington
$134M +$10.5M +9% 71
HA
7196
Hallstatt Advisors
New York
$134M 16
BC
7197
Bayforest Capital
United Kingdom
$134M -$76.2M -36% 990
MWM
7198
Mascagni Wealth Management
Mississippi
$134M +$4.77M +4% 129
WPM
7199
Worldly Partners Management
Massachusetts
$134M -$33.4M -20% 3
TCI
7200
Triveni Capital Investments
Connecticut
$134M 16