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
ICP
6201
Interchange Capital Partners
Pennsylvania
$97.3M -$2.24M -2% 179
APC
6202
Alpine Peaks Capital
New York
$97.2M -$4.69M -5% 25
GFP
6203
Guardian Financial Partners
California
$97.1M -$7.62M -7% 42
ICM
6204
Innovius Capital Management
California
$97M -$33.1M -25% 2
AC
6205
AWH Capital
Texas
$97M -$11.1M -10% 28
IAG
6206
Investmark Advisory Group
Connecticut
$97M -$9.96M -9% 390
RCA
6207
Roberts Capital Advisors
Colorado
$96.9M -$10.3M -10% 96
HC
6208
Hoese & Co
Minnesota
$96.9M -$3.72M -4% 220
GECH
6209
Garnet Equity Capital Holdings
New York
$96.8M -$51.1M -35% 45
PWA
6210
Phoenix Wealth Advisors
North Carolina
$96.7M -$35.7M -27% 132
LHEI
6211
Leo H. Evart Inc
California
$96.7M -$5.94M -6% 45
MPCL
6212
My Personal CFO LLC
Washington
$96.6M -$18.1M -16% 63
CCA
6213
Covey Capital Advisors
Georgia
$96.6M -$28M -22% 40
MCMI
6214
Matrix China Management IV
Cayman Islands
$96.6M -$79.6M -45% 1
CCFP
6215
Charles Carroll Financial Partners
Massachusetts
$96.5M -$4.18M -4% 46
ULWM
6216
Upper Left Wealth Management
Florida
$96.5M -$3.67M -4% 56
MF
6217
Meridian Financial
Massachusetts
$96.4M -$10.7M -10% 102
CI
6218
Centerstone Investors
New York
$96.4M -$17.1M -15% 23
KA
6219
Kearns & Associates
California
$96.4M -$5.96M -6% 16
VPW
6220
Vericrest Private Wealth
Pennsylvania
$96.2M -$11.7M -11% 40
KAM
6221
Kraft Asset Management
Tennessee
$96.2M +$4.18M +5% 21
DG
6222
Daventry Group
New York
$96.1M +$7.32M +8% 9
MWM
6223
Moulton Wealth Management
Washington
$96.1M -$40.7M -30% 31
1CP
6224
17 Capital Partners
Arizona
$95.9M -$13.8M -13% 107
FNBSF
6225
First National Bank Sioux Falls
South Dakota
$95.8M +$2.25M +2% 122