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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
KIC
5301
Kensington Investment Counsel
California
$133M +$12M +10% 3.9% 81.9% 87 4.6%
MFP
5302
Meridian Financial Partners
Virginia
$133M +$3.46M +3% 4.05% 73.1% 75 21.33%
CPSC
5303
Carl P. Sherr & Co
Massachusetts
$133M +$7.44M +6% 4.41% 68.8% 114 9.65%
BCP
5304
Blackhawk Capital Partners
Wisconsin
$133M +$15.9M +14% 5.43% 87.2% 105 27.62%
FMTCOCP
5305
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133M +$7.41M +6% 6.27% 60.9% 311 15.43%
SC
5306
Sovarnum Capital
New York
$133M -$9.96M -7% 14% 93 52.69%
PWM
5307
Palumbo Wealth Management
New York
$133M +$8.79M +7% 3.29% 115% 107 25.23%
SG
5308
Somerset Group
Minnesota
$133M +$7.21M +6% 6.98% 84.6% 76 9.21%
MWM
5309
Moulton Wealth Management
Washington
$132M +$8.28M +7% 8.99% 47.1% 41 63.41%
GCM
5310
Garland Capital Management
Washington
$132M +$14.4M +12% 6.79% 55.7% 31 9.68%
CWM
5311
Concentrum Wealth Management
California
$132M +$5.79M +5% 5.21% 174% 60 30%
CAM
5312
Campion Asset Management
Virginia
$132M 8.16% 70.2% 95
AMAL
5313
Asset Management Advisors LLC
Oklahoma
$132M +$22.4M +20% 12.5% 124% 18 16.67%
CWM
5314
Chronos Wealth Management
Florida
$132M +$10.3M +8% 5.22% 86.4% 48 18.75%
FCC
5315
Founders Circle Capital
California
$132M -$1.7M -1% 14.1% 28% 6 33.33%
LCM
5316
LDR Capital Management
New York
$132M +$2.28M +2% 13.8% 38.9% 40 67.5%
DI
5317
DRH Investments
California
$132M +$6.49M +5% 10.2% 81.2% 18 44.44%
TP
5318
Truvvo Partners
New York
$132M -$17.5M -12% 1.67% 21.1% 27 14.81%
QCIG
5319
Quad-Cities Investment Group
Iowa
$132M +$10.1M +8% 4.79% 61% 177 16.38%
BEI
5320
Benjamin Edwards Inc
Missouri
$132M +$2.64M +2% 5.51% 66.5% 405 15.8%
ER
5321
EVR Research
Virginia
$131M +$9.12M +7% 25.3% 165% 29 55.17%
SHCM
5322
Stone House Capital Management
Florida
$131M -$17.4M -12% 3.66% 151% 4 25%
MCM
5323
Mork Capital Management
California
$131M -$5.09M -4% 21.8% 61.9% 107 22.43%
ACWM
5324
Adams Chetwood Wealth Management
North Carolina
$131M +$10.6M +9% 6.8% 77 6.49%
VIP
5325
Viewpoint Investment Partners
Alberta, Canada
$131M +$24M +22% 4.44% 31.9% 12 16.67%