We are live on ! Find out more

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 Avg Holding
Period (Yrs)
MFC
4826
Mechanics Financial Corp
Ohio
$153M -$13.2M -8% 6.83% 81.6% 236 5.08% 0.7
Convergence Investment Partners
4827
Convergence Investment Partners
Florida
$153M -$12.1M -7% 4.2% 284% 258 44.57% 2.7
Carmel Capital Management
4828
Carmel Capital Management
California
$153M -$8.22M -5% 5.13% 265% 37 8.11% 0.7
Madison Wealth Partners
4829
Madison Wealth Partners
Wisconsin
$153M -$4.56M -3% 5.12% 66.9% 78 12.82% 1.3
Missouri Trust & Investment Company
4830
Missouri Trust & Investment Company
Missouri
$153M -$430K -0.3% 0.45% 65.1% 378 8.47% 0.7
HCM
4831
Hawkeye Capital Management
Florida
$153M -$30.3M -17% 7.8% – 33 15.15% 0.7
SCA
4832
Sander Capital Advisors
Washington
$153M +$49M +47% 3.47% 113% 16 31.25% 2.2
EAM
4833
Eukles Asset Management
Ohio
$153M -$5.34M -3% 3.94% 77.2% 226 1.77% 2.7
KLC
4834
Kent Lake Capital
Nevada
$153M -$29.2M -16% 16.9% 92.1% 57 52.63% 0.6
TCM
4835
Tao Capital Management
California
$153M +$8.04M +6% 11.5% 314% 17 0% 1.5
Eclectic Associates
4836
Eclectic Associates
California
$152M +$3.65M +2% 5.52% 53.8% 68 5.88% 1.5
Powell Investment Advisors
4837
Powell Investment Advisors
Florida
$152M -$12.5M -8% 5.25% 82.4% 146 17.12% 1.9
St. Johns Investment Management
4838
St. Johns Investment Management
Florida
$152M -$4.97M -3% 4.61% 80.9% 184 4.89% 5.2
Operose Advisors
4839
Operose Advisors
Wisconsin
$152M +$10.1M +7% 6.22% 68.8% 351 16.24% 0.6
PFG Private Wealth Management
4840
PFG Private Wealth Management
Florida
$152M -$26M -15% 4.42% 52.6% 380 23.68% 0.9
Augustine Asset Management
4841
Augustine Asset Management
Florida
$152M -$10.7M -7% 5.54% 316% 94 11.7% 3.4
Sitrin Capital Management
4842
Sitrin Capital Management
California
$152M -$4.93M -3% 3.94% 139% 38 7.89% 2.9
Logan Stone Capital
4843
Logan Stone Capital
Illinois
$152M +$15.9M +12% 5.22% 43.9% 189 56.61% 0.3
FirstPurpose Wealth
4844
FirstPurpose Wealth
Utah
$152M +$2.98M +2% 4.51% – 165 21.21% 0.5
Legacy CG
4845
Legacy CG
Texas
$152M +$6.48M +4% 3.53% 61.2% 130 70.77% 0.4
First City Capital Management
4846
First City Capital Management
Georgia
$152M -$10.8M -7% 6.41% 76.5% 166 10.24% 5.4
Comprehensive Financial Consultants Institutional
4847
Comprehensive Financial Consultants Institutional
Indiana
$152M +$11M +8% 4.15% 78% 159 9.43% 0.7
Verger Capital Management
4848
Verger Capital Management
North Carolina
$152M +$17.2M +13% 5.57% 58.3% 30 13.33% 2.8
CL
4849
COWA LLC
Oklahoma
$152M -$22.3M -13% 5.75% 65.5% 358 67.6% 0.5
Kinloch Capital
4850
Kinloch Capital
Virginia
$152M -$3.64M -2% 4.98% 63.4% 74 14.86% 1.3