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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
IF
3301
Ironwood Financial
Arizona
$466M -$10.4M -2% 2.8% 48.8% 164 6.1%
MCIA
3302
Mountain Capital Investment Advisors
Colorado
$466M -$16.7M -3% 2.5% 63.3% 69 18.84%
FFIC
3303
First Fiduciary Investment Counsel
Ohio
$466M -$25.6M -5% 0% 48.1% 69 5.8%
CC
3304
Cadinha & Co
Hawaii
$465M -$137M -23% 2.68% 123% 106 12.26%
DAM
3305
Deltec Asset Management
New York
$465M -$40.3M -8% 7.1% 128% 188 27.13%
CWC
3306
Carolinas Wealth Consulting
North Carolina
$465M -$43.9M -9% 2.65% 24.6% 1,109 13.44%
MFS
3307
McNamara Financial Services
Massachusetts
$465M +$39.5M +9% 0.37% 42.6% 95 32.63%
BCM
3308
Bourgeon Capital Management
Connecticut
$465M -$71M -13% 5.09% 117% 127 24.41%
GF
3309
Goodman Financial
Texas
$464M -$4.16M -0.9% 1.4% 52.5% 82 40.24%
LRIA
3310
Leonard Rickey Investment Advisors
Washington
$464M +$29.5M +7% 0.32% 55.9% 112 8.93%
KI
3311
Koch Inc
Kansas
$464M -$163M -26% 25.1% 5 0%
BIG
3312
Brooklyn Investment Group
New York
$463M +$128M +38% 1.65% 2,924 38.89%
SIA
3313
SeaBridge Investment Advisors
New Jersey
$463M -$15.1M -3% 0.15% 128% 215 14.42%
GCM
3314
Gibraltar Capital Management
Oklahoma
$463M +$236M +104% 3.72% 56.6% 108 57.41%
CIG
3315
Capricorn Investment Group
California
$463M -$69.7M -13% 25.5% 226% 7 0%
SWM
3316
SilverOak Wealth Management
Minnesota
$462M -$2.38M -0.5% 3.99% 104 10.58%
LA
3317
Lynch & Associates
Indiana
$462M +$1.46M +0.3% 0.73% 62.9% 119 3.36%
GPWA
3318
Great Point Wealth Advisors
Massachusetts
$462M +$4.74M +1% 0.1% 58 5.17%
TWP
3319
Tyche Wealth Partners
Texas
$462M -$11.4M -2% 1.11% 328 17.68%
WGC
3320
Watts Gwilliam & Co
Arizona
$462M -$11.9M -3% 5.43% 225 12%
IRC
3321
Investors Research Corp
Georgia
$462M +$6.56M +1% 1.79% 57.2% 1,000 9.4%
SSA
3322
Sierra Summit Advisors
Nevada
$462M -$36.4M -7% 6.04% 202 39.11%
EL
3323
Essex LLC
Illinois
$462M -$14.9M -3% 0.84% 89.1% 181 13.26%
CFSG
3324
Community Financial Services Group
Vermont
$461M -$43.3M -9% 2.8% 119 19.33%
QL
3325
Quarry LP
New York
$461M -$251M -35% 1.65% 50.4% 2,083 47.14%