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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
CRCM
3501
Crystal Rock Capital Management
Illinois
$150M -$4.75M -3% 4.02% 153% 34 20.59%
SCP
3502
Steamboat Capital Partners
New York
$150M +$33.2M +28% 7.59% 189% 25 20%
MWM
3503
Mascoma Wealth Management
New Hampshire
$150M +$1.51M +1% 8.92% 40% 440 10.68%
IAM
3504
Integre Asset Management
New York
$150M -$15.2M -9% 7.89% 74.1% 122 36.07%
BCP
3505
Berkeley Capital Partners
Georgia
$150M +$2.79M +2% 3.06% 49.3% 124 16.94%
BSWM
3506
Boston Standard Wealth Management
Massachusetts
$150M +$5.88M +4% 3.24% 42.9% 21 0%
CMO
3507
Covenant Multifamily Offices
Texas
$150M -$8.1M -5% 4.24% 38.3% 38 2.63%
MCA
3508
Morris Capital Advisors
Pennsylvania
$150M +$7.8M +6% 7.69% 72.9% 78 8.97%
SWM
3509
SigFig Wealth Management
California
$150M +$13.8M +10% 3.88% 43.3% 28 28.57%
CCM
3510
Courage Capital Management
Tennessee
$149M -$45M -23% 15.2% 76.1% 24 33.33%
CCM
3511
Context Capital Management
California
$149M +$8.83M +6% 0.07% 3.38% 47 17.02%
FUBT
3512
First United Bank & Trust
Maryland
$149M +$1.81M +1% 4.42% 69.2% 112 7.14%
MCM
3513
Mengis Capital Management
Oregon
$149M +$8.08M +6% 4.08% 72.9% 121 4.13%
EECFV
3514
EnCap Energy Capital Fund VIII
Texas
$149M -$21.5M -13% 12.6% 6.16% 1 0%
MSFP
3515
Mark Sheptoff Financial Planning
Connecticut
$149M +$3.35M +2% 4.63% 85.8% 404 13.86%
KC
3516
Kellner Capital
New York
$149M -$50.6M -25% 4.13% 390% 46 63.04%
TCCM
3517
Timber Creek Capital Management
Massachusetts
$148M +$3.14M +2% 4.02% 85.7% 145 16.55%
KOCAA
3518
Knights of Columbus Asset Advisors
Connecticut
$148M +$3.83M +3% 3.65% 113% 93 9.68%
HA
3519
Havens Advisors
New York
$148M +$8.27M +6% 7.45% 460% 42 61.9%
FA
3520
FC Advisory
Pennsylvania
$148M +$3.4M +2% 2.56% 42.9% 43 6.98%
MAS
3521
Managed Account Services
Florida
$148M +$7.01M +5% 3.79% 32.4% 64 3.13%
LFA
3522
Landmark Financial Advisors
Kentucky
$148M +$8.79M +6% 4.08% 11.8% 54 3.7%
PA
3523
Perennial Advisors
New York
$148M +$10M +7% 5.2% 204 8.82%
JAM
3524
Jolley Asset Management
North Carolina
$147M +$4.69M +3% 4.95% 3.47% 188 15.96%
CP
3525
Covalent Partners
Massachusetts
$147M -$63.9M -30% 0.57% 36.6% 33 45.45%