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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 Avg Holding
Period (Yrs)
MCWS
3051
McKinley Carter Wealth Services
West Virginia
$175M +$14M +9% 6.06% 57.4% 120 12.5% 1.6
IIC
3052
Ironwood Investment Counsel
Arizona
$174M -$10.3M -6% 6% 64% 138 10.87% 2.1
BOS
3053
Bank of Stockton
California
$174M +$10.7M +7% 4.42% 92.3% 101 4.95% 2
Advisory Alpha
3054
Advisory Alpha
Michigan
$174M +$27.9M +19% 0.7% 50.3% 55 7.27% 1.3
VW
3055
Vantage Wealth
California
$174M +$9.99M +6% 4.36% 56.1% 26 0% 2.2
P
3056
PhaseCapital
New York
$174M +$54.5M +46% 0.62% 25.1% 11 36.36% 0.7
CFA
3057
CT Financial Advisors
Pennsylvania
$174M +$14.5M +9% 4.26% – 680 8.09% 1.4
FWM
3058
Focused Wealth Management
New York
$174M +$16.4M +10% 5.82% 73.9% 792 12.88% 1.8
IP
3059
InvenTrust Properties
Illinois
$174M -$3.39M -2% 2.63% 7.56% 22 9.09% 0.7
BC
3060
Birchview Capital
Vermont
$174M +$18.3M +12% 15.5% 327% 46 21.74% 0.8
LWM
3061
LBA Wealth Management
Florida
$174M +$15M +9% 2.48% 19.2% 431 22.97% 1.2
VY Capital Management Company
3062
VY Capital Management Company
United Arab Emirates
$173M – – 9.23% – 10 – 0
COC
3063
Commonwealth Opportunity Capital
California
$173M -$48.7M -22% 3.19% – 14 85.71% 0.3
SXM
3064
SC XII Management
California
$173M -$82M -32% 16% 73.4% 3 0% 1.3
BPCA
3065
Bank Pictet & Cie (Asia)
Singapore
$173M +$37.4M +28% 8.65% 30.4% 59 44.07% 0.3
CGL
3066
Clarius Group LLC
Washington
$173M – – 4.31% 92.1% 79 – 0
NI
3067
Nepsis Inc
Minnesota
$172M +$4.44M +3% 7.62% 131% 35 20% 1.2
IFA
3068
Interactive Financial Advisors
Illinois
$172M -$4.03M -2% 1.86% 47.6% 124 14.52% 1.5
GAAM
3069
Guinness Atkinson Asset Management
California
$172M +$15.3M +10% 10.1% 132% 72 13.89% 2
FC
3070
FCA Corp
Texas
$172M +$89K +0.1% 2.7% 57.4% 144 29.86% 1.6
KCM
3071
Karp Capital Management
California
$172M +$25.6M +18% 5.44% 21.3% 368 76.9% 0.9
ACM
3072
ADI Capital Management
New York
$172M -$9.26M -5% 7.13% 113% 17 47.06% 0.5
CPA
3073
Capital Planning Advisors
California
$172M +$19.4M +13% 8.56% 64.2% 112 16.96% 0.8
FWC
3074
First Washington Corp
Washington
$172M +$5.96M +4% 6.62% 142% 96 13.54% 1.9
WKWM
3075
Walter & Keenan Wealth Management
Indiana
$172M +$9.79M +6% 6.88% 92% 147 14.29% 1.4