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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
KFP
3676
Keystone Financial Planning
Ohio
$207M +$4.22M +2% 2.13% 34.1% 46 4.35%
SRC
3677
Sage Rhino Capital
California
$207M +$17.4M +9% 9.05% 71.6% 176 8.52%
HLA
3678
Hamilton Lane Advisors
Pennsylvania
$207M +$20.1M +11% 8.62% 187% 55 47.27%
EA
3679
Ecofin Advisors
United Kingdom
$207M +$24.2M +13% 23.7% 77% 36 27.78%
SWA
3680
Sutton Wealth Advisors
Florida
$207M +$15.6M +8% 8.68% 40.9% 1,263 8.79%
CCP
3681
Clifford Capital Partners
Utah
$207M +$12.9M +7% 8.95% 54% 35 8.57%
MWPCG
3682
Measured Wealth Private Client Group
New Hampshire
$207M +$35.3M +21% 7.98% 68.1% 151 29.14%
CP
3683
Covenant Partners
Tennessee
$207M -$8.93M -4% 7.64% 70.3% 211 15.17%
AA
3684
AlphaCentric Advisors
Puerto Rico
$207M +$29.2M +16% 1.03% 181 29.28%
ODG
3685
O'Dell Group
Ohio
$206M +$15.5M +8% 8.07% 72.2% 25 16%
MIC
3686
Meridian Investment Counsel
California
$206M +$10.4M +5% 11% 103% 190 12.11%
IRC
3687
Investors Research Corp
Georgia
$206M +$6.77M +3% 7.7% 57.2% 1,169 9.58%
TAS
3688
TIFF Advisory Services
Pennsylvania
$206M +$23.7M +13% 8.85% 80.1% 18 55.56%
SWMG
3689
Strategic Wealth Management Group
Maryland
$206M +$36.3M +21% 8.87% 128 30.47%
FVCM
3690
F&V Capital Management
Florida
$206M +$8.11M +4% 9.03% 107% 64 1.56%
CPA
3691
Cowen Prime Advisors
New York
$205M +$29.8M +17% 3.66% 116% 216 34.72%
MCM
3692
Moerus Capital Management
New York
$205M +$25.5M +14% 11% 248% 13 7.69%
BHWA
3693
Beacon Harbor Wealth Advisors
Virginia
$205M +$30.9M +18% 4% 129% 59 54.24%
WCM
3694
Weik Capital Management
Pennsylvania
$205M +$19.5M +11% 8.86% 67.4% 110 8.18%
HCM
3695
Hudson Capital Management
New Jersey
$205M +$16.6M +9% 5.14% 61.6% 81 27.16%
CMI
3696
Clare Market Investments
Texas
$204M +$36.3M +22% 14.7% 128 44.53%
LPIC
3697
LeJeune Puetz Investment Counsel
Michigan
$204M +$13.2M +7% 7.66% 64.1% 173 3.47%
CWM
3698
Confluence Wealth Management
Oregon
$204M -$7.83M -4% 6.52% 31.9% 124 25%
ESB
3699
Essex Savings Bank
Connecticut
$204M +$35.8M +21% 7.58% 84.5% 183 13.11%
BSP
3700
Benefit Street Partners
New York
$204M -$191M -48% 7.42% 39 41.03%