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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
APC
6226
Alpine Peaks Capital
New York
$97.2M -$4.99M -5% 5.52% 17.2% 26 7.69%
GFP
6227
Guardian Financial Partners
California
$97.1M -$7.62M -7% 3.97% 50.2% 42 19.05%
ICM
6228
Innovius Capital Management
California
$97M -$33.1M -25% 25.3% 56.4% 2 0%
AC
6229
AWH Capital
Texas
$97M -$11.1M -10% 0.86% 139% 28 17.86%
IAG
6230
Investmark Advisory Group
Connecticut
$97M -$9.96M -9% 1.65% 53.2% 390 76.92%
RCA
6231
Roberts Capital Advisors
Colorado
$96.9M -$10.3M -10% 8.99% 96 1.04%
HC
6232
Hoese & Co
Minnesota
$96.9M -$3.72M -4% 3.21% 46.3% 220 10.45%
PWA
6233
Phoenix Wealth Advisors
North Carolina
$96.7M -$35.7M -27% 4.76% 55% 132 39.39%
LHEI
6234
Leo H. Evart Inc
California
$96.7M -$5.94M -6% 5.1% 45 13.33%
MPCL
6235
My Personal CFO LLC
Washington
$96.6M -$18.1M -16% 8.18% 67.3% 63 14.29%
CCA
6236
Covey Capital Advisors
Georgia
$96.6M -$28M -22% 8.89% 118% 40 10%
MCMI
6237
Matrix China Management IV
Cayman Islands
$96.6M -$79.6M -45% 45.2% 1 0%
CCFP
6238
Charles Carroll Financial Partners
Massachusetts
$96.5M -$4.18M -4% 5.64% 46 26.09%
ULWM
6239
Upper Left Wealth Management
Florida
$96.5M -$3.67M -4% 3.04% 43.1% 56 17.86%
AE
6240
AMH Equity
New York
$96.4M +$24.5M +34% 4.2% 267% 40 50%
MF
6241
Meridian Financial
Massachusetts
$96.4M -$10.7M -10% 4.43% 52.8% 102 14.71%
CI
6242
Centerstone Investors
New York
$96.4M -$17.1M -15% 0.5% 73.7% 23 21.74%
KA
6243
Kearns & Associates
California
$96.4M -$5.96M -6% 5.3% 69.4% 16 0%
JI
6244
Jeereddi Investments
California
$96.2M -$7.28M -7% 7.96% 37.7% 56 17.86%
VPW
6245
Vericrest Private Wealth
Pennsylvania
$96.2M -$11.7M -11% 6.45% 40 5%
KAM
6246
Kraft Asset Management
Tennessee
$96.2M +$4.18M +5% 3% 41% 21 14.29%
DG
6247
Daventry Group
New York
$96.1M +$7.32M +8% 11.9% 12.7% 9 33.33%
MWM
6248
Moulton Wealth Management
Washington
$96.1M -$40.7M -30% 4.81% 47.1% 31 51.61%
ERM
6249
Elm Ridge Management
New York
$96M +$17.4M +22% 26.8% 93.6% 30 13.33%
1CP
6250
17 Capital Partners
Arizona
$95.9M -$13.8M -13% 8.82% 107 22.43%