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
AIS
7651
Advocate Investing Services
Maryland
$112M 450
TPWM
7652
Torrey-Payne Wealth Management
California
$112M 39
BI
7653
BluePrint Investing
California
$112M 25
CD
7654
Capital Developers
North Carolina
$112M 50
AC
7655
Aldebaran Capital
Indiana
$112M +$2.66M +2% 36
SNPAM
7656
St. Nicholas Private Asset Management
Florida
$111M -$3.74M -3% 38
RF
7657
Roxbury Financial
New Jersey
$111M +$3.15M +3% 380
MDA
7658
Minot DeBlois Advisors
Massachusetts
$111M +$971K +0.9% 255
MSAGDF
7659
Moneda SA Administradora General de Fondos
Chile
$111M +$20.8M +23% 32
SWTS
7660
Stonehaven Wealth & Tax Solutions
Wisconsin
$111M +$3.09M +3% 102
D
7661
Drystone
Virginia
$111M +$109K +0.1% 18
IPS
7662
Investors Portfolio Services
Washington
$111M 431
BAM
7663
Bayview Asset Management
Florida
$111M -$19.1M -15% 61
AFC
7664
Avise Financial Cooperative
California
$111M 94
TBNY
7665
Trustco Bank (New York)
New York
$111M -$141K -0.1% 72
PCC
7666
Park Circle Company
Maryland
$111M -$4.3M -4% 68
NCTC
7667
New Covenant Trust Company
Indiana
$111M +$3.44M +3% 91
PB
7668
Prosperity Bancshares
Texas
$111M 396
CSIA
7669
Carl Stuart Investment Advisor
Texas
$111M +$4.37M +4% 18
RI
7670
Ruggiero Investments
Florida
$111M 78
WDOM
7671
Wasserstein Debt Opportunities Management
New York
$111M +$4.58M +4% 1
CIM
7672
Courant Investment Management
Tennessee
$111M -$15.9M -13% 7
MGI
7673
Miller Global Investments
Texas
$110M 247
PC
7674
Parrish Capital
Georgia
$110M 86
LG
7675
Lane Generational
Massachusetts
$110M -$10M -8% 38