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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 Avg Holding
Period (Yrs)
KCA
5726
Karn Couzens & Associates
Connecticut
$146M +$14.5M +11% 8.68% – 88 21.59% 0.7
Quaero Capital
5727
Quaero Capital
Switzerland
$146M +$31K +0% 7.39% 62.4% 76 27.63% 0.5
Capitol Family Office
5728
Capitol Family Office
Oregon
$146M – – 10.8% 72% 24 – 0
Autonomy Capital (Jersey)
5729
Autonomy Capital (Jersey)
Jersey
$146M -$37.6M -21% 2.61% 33.4% 26 26.92% 0.9
AmeriServ Wealth Advisors
5730
AmeriServ Wealth Advisors
Pennsylvania
$146M +$15.9M +12% 15.3% – 66 6.06% 3.6
Waypoint Capital Advisors
5731
Waypoint Capital Advisors
Minnesota
$146M – – 11.7% 50.3% 97 – 0
Wealth Management Partners
5732
Wealth Management Partners
Arizona
$146M +$10.6M +8% 10.8% 194% 121 18.18% 0.9
Davidson Trust Company
5733
Davidson Trust Company
Washington
$146M +$14.6M +11% 10.9% 77% 130 9.23% 1.6
Security National Bank of Sioux City Iowa
5734
Security National Bank of Sioux City Iowa
Iowa
$146M +$15.7M +12% 11.3% 61% 93 3.23% 4.1
McCarthy Asset Management
5735
McCarthy Asset Management
California
$145M +$12.4M +9% 8.2% – 371 15.9% 0.8
RHDIC
5736
R.H. Dinel Investment Counsel
California
$145M +$12M +9% 11.2% 55.9% 55 0% 6.1
Trinity Wealth Management
5737
Trinity Wealth Management
Pennsylvania
$145M +$13.2M +10% 5.3% 56.7% 38 10.53% 1.3
TTP Investments
5738
TTP Investments
California
$145M – – 12.7% 232% 42 – 0.5
Cairn Investment Group
5739
Cairn Investment Group
Washington
$145M +$10.1M +8% 9.2% 67.4% 72 5.56% 1.7
GCM
5740
Garland Capital Management
Washington
$145M +$5.22M +4% 12.6% 55.7% 32 3.13% 5.3
Lowery Thomas LLC
5741
Lowery Thomas LLC
California
$145M – – 6.08% 74.7% 49 – 0
Capital Impact Advisors
5742
Capital Impact Advisors
Massachusetts
$145M -$107M -43% 9.14% – 163 65.64% 1.4
One Plus One Wealth Management
5743
One Plus One Wealth Management
Florida
$145M +$6.11M +4% 6.63% 71.9% 99 15.15% 0.6
Chicago Capital Management
5744
Chicago Capital Management
Illinois
$145M -$71.2M -33% 15.2% 270% 53 73.58% 0.2
Capital Square
5745
Capital Square
Tennessee
$145M +$3.7M +3% 9.82% 62.5% 170 15.88% 1.3
InTrack Investment Management
5746
InTrack Investment Management
Vermont
$145M +$7.47M +5% 11.3% 99.2% 126 15.87% 0.8
Caliber Wealth Management (Utah)
5747
Caliber Wealth Management (Utah)
Utah
$145M +$2.84M +2% 6.63% 36.5% 80 30% 0.7
Matisse Capital
5748
Matisse Capital
Oregon
$145M -$127M -47% 3.85% 73.3% 172 33.14% 1.8
Summit Place Financial Advisors
5749
Summit Place Financial Advisors
New Jersey
$145M +$7.51M +5% 7.44% 111% 107 9.35% 1.3
Red Tortoise LLC
5750
Red Tortoise LLC
Georgia
$145M +$16.5M +13% 3.76% 43.7% 546 87.73% 0.3