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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
KCP
3726
KDI Capital Partners
North Carolina
$201M +$8.28M +4% 8.61% 77.1% 30 3.33%
SPC
3727
Stony Point Capital
New York
$200M +$23.5M +13% 15.8% 146% 33 39.39%
CIC
3728
Chase Investment Counsel
Virginia
$200M +$2.68M +1% 14.7% 262% 117 41.03%
AC
3729
Albar Capital
United Kingdom
$200M +$8M +4% 17.3% 163% 49 77.55%
PFS
3730
Physicians Financial Services
North Carolina
$200M +$19.4M +11% 13.6% 100% 110 7.27%
BFC
3731
Bedel Financial Consulting
Indiana
$200M +$14.5M +8% 3.12% 96.7% 887 9.47%
LTI
3732
Laffer Tengler Investments
Tennessee
$200M +$25.9M +15% 5.68% 96.5% 286 15.73%
SA
3733
Stewardship Advisors
Pennsylvania
$200M +$19.4M +11% 4.6% 42.6% 37 10.81%
S
3734
SimplyRich
California
$199M +$17.7M +10% 8.99% 71.7% 150 9.33%
PIA
3735
Perennial Investment Advisors
California
$199M +$51.7M +35% 13.7% 68.4% 163 26.99%
1C
3736
1623 Capital
Virginia
$199M +$55.9M +39% 15.6% 11.9% 41 12.2%
AWA
3737
Arkadios Wealth Advisors
Georgia
$199M +$19.1M +11% 8.71% 73.7% 1,163 19.35%
SM
3738
Saya Management
New York
$199M +$3.16M +2% 16.2% 34.8% 14 42.86%
IF
3739
Ironwood Financial
Arizona
$199M +$13.9M +8% 3.11% 48.8% 458 8.3%
QPWM
3740
Quadrant Private Wealth Management
Pennsylvania
$199M +$25.5M +15% 10.7% 87.6% 191 13.61%
AP
3741
Atlas Principals
North Carolina
$199M +$64.2M +48% 27.5% 47 46.81%
PFSC
3742
Peoples Financial Services Corp
Pennsylvania
$199M +$8.82M +5% 6.4% 93% 312 7.05%
ST
3743
Somerset Trust
Pennsylvania
$199M +$11M +6% 8.37% 69.7% 124 8.87%
ECM
3744
Engine Capital Management
New York
$198M +$46.3M +30% 8.6% 22.2% 43 41.86%
SCP
3745
Siena Capital Partners
Illinois
$198M -$14.6M -7% 2.41% 35.8% 114 3.51%
MWP
3746
Meridian Wealth Partners
Pennsylvania
$198M +$12.3M +7% 4.75% 42.2% 227 17.62%
UFG
3747
United Fire Group
Iowa
$198M -$8.85M -4% 7.64% 27.4% 116 6.03%
AAI
3748
American Assets Inc
California
$198M -$28.1M -12% 12.3% 44.3% 8 0%
AIM
3749
AMI Investment Management
Indiana
$198M +$9.98M +5% 8.02% 47.9% 72 4.17%
SWP
3750
Strategic Wealth Partners
Ohio
$198M +$4.32M +2% 7.27% 168 30.36%