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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)
HC
6401
Hoese & Co
Minnesota
$96.9M -$3.72M -4% 3.21% 51% 220 10.45% 0.8
Phoenix Wealth Advisors
6402
Phoenix Wealth Advisors
North Carolina
$96.7M -$35.7M -27% 4.76% 60.1% 132 39.39% 1.1
Leo H. Evart Inc
6403
Leo H. Evart Inc
California
$96.7M -$5.94M -6% 5.1% – 45 13.33% 0.2
My Personal CFO LLC
6404
My Personal CFO LLC
Washington
$96.6M -$18.1M -16% 8.18% 83.4% 63 14.29% 0.2
CCA
6405
Covey Capital Advisors
Georgia
$96.6M -$28M -22% 8.89% 118% 40 10% 2.8
Matrix China Management IV
6406
Matrix China Management IV
Cayman Islands
$96.6M -$79.6M -45% 45.2% – 1 0% 0.3
CCFP
6407
Charles Carroll Financial Partners
Massachusetts
$96.5M -$4.18M -4% 5.64% – 46 26.09% 0.2
Upper Left Wealth Management
6408
Upper Left Wealth Management
Florida
$96.5M -$3.67M -4% 3.04% 52.7% 56 17.86% 0.2
AMH Equity
6409
AMH Equity
New York
$96.4M +$24.5M +34% 4.2% 267% 40 50% 0.1
MF
6410
Meridian Financial
Massachusetts
$96.4M -$10.7M -10% 4.43% 58.5% 102 14.71% 0.2
Centerstone Investors
6411
Centerstone Investors
New York
$96.4M -$17.1M -15% 0.5% 73.7% 23 21.74% 2.8
KA
6412
Kearns & Associates
California
$96.4M -$5.96M -6% 5.3% 78.7% 16 0% 0.3
JI
6413
Jeereddi Investments
California
$96.2M -$7.28M -7% 7.96% 37.7% 56 17.86% 1.6
Vericrest Private Wealth
6414
Vericrest Private Wealth
Pennsylvania
$96.2M -$11.7M -11% 6.45% – 40 5% 0.2
Kraft Asset Management
6415
Kraft Asset Management
Tennessee
$96.2M +$4.18M +5% 3% 41% 21 14.29% 0.2
Daventry Group
6416
Daventry Group
New York
$96.1M +$7.32M +8% 11.9% 26.2% 9 33.33% 0.2
Moulton Wealth Management
6417
Moulton Wealth Management
Washington
$96.1M -$40.7M -30% 4.81% 47.8% 31 51.61% 1.2
Elm Ridge Management
6418
Elm Ridge Management
New York
$96M +$17.4M +22% 26.8% 93.6% 30 13.33% 2.7
17 Capital Partners
6419
17 Capital Partners
Arizona
$95.9M -$13.8M -13% 8.82% – 107 22.43% 0.6
First National Bank Sioux Falls
6420
First National Bank Sioux Falls
South Dakota
$95.8M +$2.25M +2% 2.9% 70.3% 122 10.66% 3.3
P.A.W. Capital
6421
P.A.W. Capital
Connecticut
$95.7M -$13.3M -12% 10.8% 54.6% 63 9.52% 3.8
Paradigm Strategies in Wealth Management
6422
Paradigm Strategies in Wealth Management
Minnesota
$95.7M -$3.04M -3% 2.84% 41.2% 51 11.76% 0.9
SWG
6423
Summit Wealth Group
Vermont
$95.5M +$7.73M +9% 4.4% 53% 35 34.29% 0.8
MFG
6424
MTM Financial Group
Pennsylvania
$95.4M – – 2.03% 36.5% 47 – 0
Tegean Capital Management
6425
Tegean Capital Management
New York
$95.3M -$4.13M -4% 5.7% – 80 26.25% 0.5