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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
IPAM
6526
Investment Partners Asset Management
New Jersey
$127M +$5.36M +4% 1.45% 154 9.74%
SIM
6527
Sterling Investment Management
Arizona
$127M -$4.44M -3% 1.55% 44.1% 62 17.74%
IAP
6528
Indie Asset Partners
Indiana
$127M -$6.19M -5% 2.14% 121% 120 7.5%
IA
6529
IFS Advisors
Kansas
$127M +$946K +0.7% 1.29% 47.6% 191 18.85%
CBOR
6530
Community Bank of Raymore
Missouri
$127M -$5.18M -4% 0.28% 68.3% 77 6.49%
GEH
6531
General Equity Holdings
New York
$127M -$16.8M -12% 14.7% 1,293% 7 28.57%
MSK
6532
Melissa S. Kampmann
$127M -$14.3M -10% 2.63% 41 0%
LFA
6533
Longview Financial Advisors
Alabama
$127M -$9.52M -7% 3.29% 48 14.58%
WCM
6534
Washington Capital Management
Washington
$127M -$2.8M -2% 0.98% 76.9% 124 21.77%
AL4A
6535
Accel Leaders 4 Associates
California
$127M 38.5% 1
EGP
6536
Entrust Global Partners
New York
$127M -$19.5M -13% 1.7% 75.6% 6 33.33%
ICMP
6537
Integrated Capital Management (Pennsylvania)
Pennsylvania
$127M -$2.92M -2% 3.03% 38.3% 76 6.58%
AFP
6538
Alpha Financial Partners
Kentucky
$127M -$13.7M -10% 0.3% 51.3% 168 86.31%
HFAS
6539
Hummer Financial Advisory Services
Illinois
$126M -$658K -0.5% 1.38% 60.6% 115 8.7%
NF
6540
NavPoint Financial
Minnesota
$126M +$2.34M +2% 0.56% 49 8.16%
BOM
6541
Bank of Marin
California
$126M +$2.27M +2% 1.49% 67.1% 129 6.2%
MWA
6542
Merkkuri Wealth Advisors
New York
$126M -$291K -0.2% 0.55% 86 5.81%
GA
6543
Gordian Advisors
Arizona
$126M +$988K +0.8% 1.73% 41 9.76%
BRIA
6544
Balanced Rock Investment Advisors
Massachusetts
$126M -$1.18M -0.9% 3.71% 98 18.37%
1WM
6545
1858 Wealth Management
Ohio
$126M +$4.74M +4% 3.3% 133 17.29%
TPCM
6546
Templeton & Phillips Capital Management
Tennessee
$126M -$2.55M -2% 1.68% 70.2% 55 10.91%
FFA
6547
Frazier Financial Advisors
Ohio
$126M -$2.64M -2% 0.21% 905 34.14%
MCM
6548
Magnolia Capital Management
New York
$126M +$155K +0.1% 1.98% 77.6% 73 4.11%
TFM
6549
Trademark Financial Management
Minnesota
$126M -$179K -0.1% 0.29% 103 22.33%
FIS
6550
Fischer Investment Strategies
California
$126M +$9.68M +8% 2.78% 81% 40 62.5%