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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
CBFP
3151
Cedar Brook Financial Partners
Ohio
$383M -$37M -9% 3.49% 47% 427 15.69%
MTC
3152
Matrix Trust Company
Colorado
$383M -$4.66M -1% 3.48% 46.8% 65 10.77%
CAWM
3153
Capital Advisors Wealth Management
Washington
$383M -$7.91M -2% 2.56% 63.8% 148 14.86%
MRWM
3154
ML&R Wealth Management
Texas
$383M -$70.4M -16% 2.63% 96 30.21%
IRC
3155
Investors Research Corp
Georgia
$383M -$13.3M -3% 1.32% 57.2% 1,119 6.88%
HCP
3156
Hexagon Capital Partners
Arkansas
$383M +$3.19M +0.8% 0.43% 102% 1,478 7.92%
TCP
3157
ThornTree Capital Partners
Massachusetts
$382M -$38.4M -9% 7.63% 206% 20 20%
SAM
3158
Strategy Asset Managers
California
$382M -$68.2M -15% 2.7% 88.1% 272 27.21%
CPCM
3159
Cardinal Point Capital Management
Ontario, Canada
$382M +$49.9M +15% 2.52% 59.1% 77 24.68%
PCA
3160
Providence Capital Advisors
North Carolina
$382M -$12.2M -3% 4.84% 42.1% 364 18.68%
FBT
3161
First Bank & Trust
South Dakota
$382M -$12.7M -3% 2.75% 78.5% 202 9.41%
CWP
3162
CFM Wealth Partners
Texas
$382M -$30.1M -7% 2.6% 116% 167 17.96%
BMC
3163
Battery Management Corp
Massachusetts
$382M -$103M -21% 3.85% 39.3% 7 28.57%
NCM
3164
Noesis Capital Mangement
Florida
$381M -$24.9M -6% 5.18% 86.8% 105 9.52%
TFA
3165
Tobias Financial Advisors
Florida
$381M +$10M +3% 3.29% 35.5% 99 12.12%
LC
3166
Lincoln Capital
Nebraska
$381M -$7.48M -2% 0.85% 63.8% 107 3.74%
SPP
3167
Single Point Partners
Massachusetts
$381M +$308M +426% 3.89% 52.3% 116 77.59%
MC
3168
Martin & Co
Tennessee
$381M -$14.9M -4% 2.13% 57.2% 112 6.25%
AP
3169
AlpInvest Partners
Netherlands
$381M +$15.7M +4% 5.25% 97.5% 26 23.08%
GG
3170
Gleason Group
Kentucky
$381M -$4.77M -1% 3.47% 64% 238 3.78%
ACM
3171
Archon Capital Management
Washington
$380M -$101M -21% 12.7% 131% 41 17.07%
JWM
3172
Janiczek Wealth Management
Colorado
$379M +$16M +4% 2.56% 16.4% 1,081 11.01%
CAM
3173
Covenant Asset Management
New Jersey
$379M -$14.8M -4% 2.65% 158% 165 6.06%
LA
3174
Lynch & Associates
Indiana
$379M -$11.7M -3% 3.68% 62.9% 116 11.21%
BSWM
3175
Boston Standard Wealth Management
Massachusetts
$379M -$12.2M -3% 3.52% 42.9% 44 9.09%