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
BSWM
3476
Boston Standard Wealth Management
Massachusetts
$150M +$5.88M +4% 21
CMO
3477
Covenant Multifamily Offices
Texas
$150M -$8.1M -5% 38
MCA
3478
Morris Capital Advisors
Pennsylvania
$150M +$7.8M +6% 78
SWM
3479
SigFig Wealth Management
California
$150M +$13.8M +10% 28
CCM
3480
Context Capital Management
California
$149M +$8.83M +6% 54
FUBT
3481
First United Bank & Trust
Maryland
$149M +$1.81M +1% 112
CCM
3482
Cloverdale Capital Management
Texas
$149M +$61.8M +71% 24
MCM
3483
Mengis Capital Management
Oregon
$149M +$8.08M +6% 121
EECFV
3484
EnCap Energy Capital Fund VIII
Texas
$149M -$21.5M -13% 1
MSFP
3485
Mark Sheptoff Financial Planning
Connecticut
$149M +$3.35M +2% 404
KC
3486
Kellner Capital
New York
$149M -$50.6M -25% 46
TCCM
3487
Timber Creek Capital Management
Massachusetts
$148M +$3.14M +2% 145
KOCAA
3488
Knights of Columbus Asset Advisors
Connecticut
$148M +$3.83M +3% 96
FA
3489
FC Advisory
Pennsylvania
$148M +$3.4M +2% 43
MAS
3490
Managed Account Services
Florida
$148M +$7.01M +5% 64
LFA
3491
Landmark Financial Advisors
Kentucky
$148M +$8.79M +6% 54
PA
3492
Perennial Advisors
New York
$148M +$10M +7% 204
JAM
3493
Jolley Asset Management
North Carolina
$147M +$4.69M +3% 188
CIR
3494
Clear Investment Research
Georgia
$147M +$16.2M +12% 57
PCC
3495
Park Circle Company
Maryland
$147M -$908K -0.6% 93
PMLI
3496
Penn Mutual Life Insurance
Pennsylvania
$147M +$32.8M +29% 25
CCM
3497
Courage Capital Management
Tennessee
$147M +$28.8M +24% 23
WCM
3498
Weatherstone Capital Management
Colorado
$147M -$4.52M -3% 98
CCPM
3499
Cooper Creek Partners Management
New York
$146M -$3.79M -3% 38
CP
3500
Covalent Partners
Massachusetts
$146M -$64.9M -31% 35