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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)
Vesey Street Capital Partners
6051
Vesey Street Capital Partners
New York
$108M -$80.1M -42% 42.5% 47.8% 1 0% 1
ICMP
6052
Integrated Capital Management (Pennsylvania)
Pennsylvania
$108M +$7.1M +7% 6.36% 39.7% 78 8.97% 2.1
My Personal CFO LLC
6053
My Personal CFO LLC
Washington
$108M +$42.5M +65% 6.87% 83.4% 896 93.42% 0.1
Hudson Canyon Capital Management
6054
Hudson Canyon Capital Management
New York
$108M +$7.71M +8% 11% 160% 57 5.26% 1.7
Carl Stuart Investment Advisor
6055
Carl Stuart Investment Advisor
Texas
$108M -$4.63M -4% 7.93% 84.4% 26 11.54% 0.9
Aufman Associates
6056
Aufman Associates
Pennsylvania
$108M +$13.2M +14% 8.57% 136% 45 15.56% 2.1
Emerson Point Capital
6057
Emerson Point Capital
New York
$108M -$151M -58% 13.4% 94.8% 31 67.74% 1.5
Ted Buchan & Co
6058
Ted Buchan & Co
California
$108M – – 12% 65.2% 76 – 0
Cravens & Co Advisors
6059
Cravens & Co Advisors
Tennessee
$108M – – 8.46% 70.4% 80 – 0
JKSF
6060
John & Kathleen Schreiber Foundation
Illinois
$108M +$7.47M +7% 10.3% 30.8% 4 0% 0.8
WAM
6061
Werlinich Asset Management
Connecticut
$108M +$10.2M +10% 12.5% 232% 56 1.79% 1.6
Arena Investors
6062
Arena Investors
New York
$108M -$106M -49% 4.82% – 181 55.8% 0.5
Altai Capital Management
6063
Altai Capital Management
California
$108M +$6.22M +6% 26.2% 24.9% 8 37.5% 2.1
BSWA
6064
Bromfield Sneider Wealth Advisors
Massachusetts
$108M +$23.3M +28% 4.56% – 95 7.37% 0.7
IMPACTfolio
6065
IMPACTfolio
Colorado
$108M +$5.38M +5% 6.88% 58.8% 52 32.69% 0.7
FA
6066
Financial Advantage
Maryland
$108M +$6.51M +6% 10% 24.3% 128 74.22% 5.2
AIM
6067
AHL Investment Management
Florida
$108M +$10.5M +11% 10.3% 57.7% 66 24.24% 0.8
Andrews Lucia Wealth Management
6068
Andrews Lucia Wealth Management
California
$108M +$12.6M +13% 11% 59.7% 25 8% 0.7
Francis Financial
6069
Francis Financial
$108M +$9.7M +10% 8.03% 56.2% 43 25.58% 1.7
Merrion Investment Management
6070
Merrion Investment Management
New Jersey
$107M +$6.03M +6% 9.09% 161% 97 19.59% 1.6
Paragon Capital Management (Utah)
6071
Paragon Capital Management (Utah)
Utah
$107M +$5.24M +5% 7.81% 72.3% 93 38.71% 0.6
Center For Asset Management
6072
Center For Asset Management
Florida
$107M +$6.76M +7% 5.95% 66.6% 118 17.8% 1.1
San Luis Wealth Advisors
6073
San Luis Wealth Advisors
California
$107M +$11.7M +12% 7.01% 65% 88 30.68% 1.1
Maryland Capital Advisors
6074
Maryland Capital Advisors
Maryland
$107M +$11.8M +12% 7.8% – 263 17.49% 0.9
Flagship Private Wealth
6075
Flagship Private Wealth
Massachusetts
$107M +$10.1M +10% 6.48% 62.7% 75 12% 1.7