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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
MCMI
6401
Matrix China Management IV
Cayman Islands
$96.6M -$79.6M -45% 45.2% 1 0%
CCFP
6402
Charles Carroll Financial Partners
Massachusetts
$96.5M -$4.18M -4% 5.64% 46 26.09%
ULWM
6403
Upper Left Wealth Management
Florida
$96.5M -$3.67M -4% 3.04% 43.1% 56 17.86%
AE
6404
AMH Equity
New York
$96.4M +$24.5M +34% 4.2% 267% 40 50%
MF
6405
Meridian Financial
Massachusetts
$96.4M -$10.7M -10% 4.43% 52.8% 102 14.71%
CI
6406
Centerstone Investors
New York
$96.4M -$17.1M -15% 0.5% 73.7% 23 21.74%
KA
6407
Kearns & Associates
California
$96.4M -$5.96M -6% 5.3% 69.4% 16 0%
JI
6408
Jeereddi Investments
California
$96.2M -$7.28M -7% 7.96% 37.7% 56 17.86%
VPW
6409
Vericrest Private Wealth
Pennsylvania
$96.2M -$11.7M -11% 6.45% 40 5%
KAM
6410
Kraft Asset Management
Tennessee
$96.2M +$4.18M +5% 3% 41% 21 14.29%
DG
6411
Daventry Group
New York
$96.1M +$7.32M +8% 11.9% 26.2% 9 33.33%
MWM
6412
Moulton Wealth Management
Washington
$96.1M -$40.7M -30% 4.81% 47.1% 31 51.61%
ERM
6413
Elm Ridge Management
New York
$96M +$17.4M +22% 26.8% 93.6% 30 13.33%
1CP
6414
17 Capital Partners
Arizona
$95.9M -$13.8M -13% 8.82% 107 22.43%
FNBSF
6415
First National Bank Sioux Falls
South Dakota
$95.8M +$2.25M +2% 2.9% 65.4% 122 10.66%
PAWC
6416
P.A.W. Capital
Connecticut
$95.7M -$13.3M -12% 10.8% 54.6% 63 9.52%
PSIWM
6417
Paradigm Strategies in Wealth Management
Minnesota
$95.7M -$3.04M -3% 2.84% 37.9% 51 11.76%
SWG
6418
Summit Wealth Group
Vermont
$95.5M +$7.73M +9% 4.4% 53% 35 34.29%
MFG
6419
MTM Financial Group
Pennsylvania
$95.4M 2.03% 36.5% 47
TCM
6420
Tegean Capital Management
New York
$95.3M -$4.13M -4% 5.7% 80 26.25%
BSWA
6421
Bromfield Sneider Wealth Advisors
Massachusetts
$95.3M -$2.76M -3% 7.03% 106 74.53%
SFG
6422
Synergy Financial Group
California
$95.2M -$16.2M -15% 15.7% 133% 106 9.43%
BAM
6423
Bosun Asset Management
Illinois
$95.2M -$14.9M -14% 4.96% 278% 80 13.75%
EWM
6424
Endowment Wealth Management
Wisconsin
$95.1M -$3.79M -4% 7.04% 66.3% 134 17.16%
MWM
6425
Magnolia Wealth Management
Alabama
$95.1M -$2.64M -3% 3.84% 45.4% 15 40%