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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
CP
4076
Covenant Partners
Tennessee
$254M -$10.6M -4% 0.38% 70.3% 206 8.25%
TF
4077
TRH Financial
Iowa
$254M +$23M +10% 0.53% 73 10.96%
VST
4078
Van Strum & Towne
California
$254M +$45M +22% 0.65% 62.2% 107 12.15%
HPC
4079
Hobart Private Capital
North Carolina
$253M +$10.5M +4% 0.69% 52.5% 134 35.82%
MA
4080
MONECO Advisors
Connecticut
$253M +$36.2M +17% 0.56% 70.5% 266 18.8%
EBT
4081
Enterprise Bank & Trust
Massachusetts
$253M +$50K +0% 1.16% 65.9% 100 6%
NFGCM
4082
Norman Fields Gottscho Capital Management
New York
$253M +$2.83M +1% 0.52% 94% 72 5.56%
UWPG
4083
Ullmann Wealth Partners Group
Florida
$253M +$10.5M +4% 0.88% 62.2% 90 16.67%
MHR
4084
Matthew Hamilton Rosenberg
$253M +$61M +32% 0.88% 48.3% 699 18.45%
BBP
4085
Banco BTG Pactual
Brazil
$253M +$101M +67% 4.42% 134% 137 54.01%
RWA
4086
Roberts Wealth Advisors
California
$253M 0.07% 73.2% 91
MSWMA
4087
Market Street Wealth Management Advisors
Indiana
$252M +$24.8M +11% 0.68% 39.6% 71 9.86%
CIA
4088
Capital Impact Advisors
Massachusetts
$252M -$57.6M -19% 0.4% 137 18.25%
RPSA
4089
Richard P. Slaughter Associates
Texas
$252M -$6.43M -2% 2.72% 51% 129 14.73%
GA
4090
Gagnon Advisors
New York
$252M -$11M -4% 5.11% 129% 39 28.21%
NG
4091
NWK Group
California
$252M +$1.38M +0.6% 1.95% 268% 102 24.51%
KFO
4092
Kopp Family Office
Minnesota
$252M +$10.3M +4% 5.44% 34% 14 7.14%
ISG
4093
Investment Security Group
Colorado
$252M -$1.08M -0.4% 0.79% 18 0%
BCFS
4094
Butensky & Cohen Financial Security
Florida
$252M -$386K -0.2% 1.9% 72.2% 98 7.14%
YEPV
4095
Yorktown Energy Partners VIII
New York
$252M +$77.7M +45% 15.2% 15.2% 3 33.33%
TLP
4096
Tri Locum Partners
New York
$252M -$53.9M -18% 21% 357% 44 70.45%
FL
4097
Fourthstone LLC
Missouri
$252M +$16.3M +7% 5.22% 104% 70 31.43%
SIM
4098
SW Investment Management
Colorado
$251M -$10.1M -4% 1.78% 143% 10 0%
FNB
4099
Farmers National Bank
Kentucky
$251M 0.89% 142
MC
4100
Miramar Capital
Illinois
$251M +$2.99M +1% 1.32% 47.3% 54 9.26%