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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
ECM
3201
Estuary Capital Management
Minnesota
$598M +$35.3M +6% 7.04% 33 63.64%
OFS
3202
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 1.24% 121 5.79%
TAIM
3203
Te Ahumairangi Investment Management
New Zealand
$597M +$38.9M +7% 0.23% 55.2% 86 2.33%
EMAM
3204
Encompass More Asset Management
California
$597M +$54.1M +10% 0.03% 320 45.63%
BWP
3205
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 1.89% 158% 492 19.51%
LOWM
3206
Laurel Oak Wealth Management
New Jersey
$595M +$1.9M +0.3% 1.42% 393 16.54%
PCWA
3207
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 2.35% 46.9% 91 17.58%
BCM
3208
Bornite Capital Management
New York
$595M -$430M -42% 12.5% 176% 34 67.65%
PJSIMP
3209
P.J. Schmidt Investment Management (PJS)
Wisconsin
$595M -$20.2M -3% 3.2% 65.9% 220 15.45%
PIWA
3210
Prevail Innovative Wealth Advisors
Kansas
$594M +$36M +6% 2.89% 33.5% 240 47.5%
ESL
3211
Endurance Services Ltd
New York
$594M +$28.8M +5% 2.76% 8 25%
AIP
3212
Almanack Investment Partners
Pennsylvania
$592M +$3.89M +0.7% 5.08% 56.8% 187 13.9%
1WCM
3213
12 West Capital Management
New York
$592M -$247M -29% 0.39% 136% 26 53.85%
CAMV
3214
Concord Asset Management (Virginia)
Virginia
$592M +$14.5M +3% 0.48% 64.7% 123 7.32%
MPW
3215
MA Private Wealth
California
$591M -$8.08M -1% 2.06% 57.5% 89 10.11%
LBIM
3216
Land & Buildings Investment Management
Connecticut
$591M -$10.2M -2% 3.43% 42.7% 23 30.43%
SM
3217
Sunriver Management
Connecticut
$591M -$363M -38% 12.2% 2.16% 27 48.15%
MW
3218
Maia Wealth
Colorado
$591M +$5.38M +0.9% 1.83% 369 12.74%
SIA
3219
SeaBridge Investment Advisors
New Jersey
$591M -$14.7M -2% 0.99% 128% 211 18.01%
BBL
3220
Beck Bode LLC
Massachusetts
$591M -$10.2M -2% 6.25% 128% 130 50.77%
CFM
3221
Catalyst Funds Management
Australia
$591M +$160M +37% 11.2% 732 75.14%
BA
3222
Bellwether Advisors
Nebraska
$590M -$36.5M -6% 1.46% 85% 181 38.12%
FL
3223
Fourthstone LLC
Missouri
$590M +$55.6M +10% 6.35% 60.1% 71 36.62%
RDFA
3224
Ritter Daniher Financial Advisory
Ohio
$589M -$6.77M -1% 1.45% 56.7% 623 9.79%
EGWAG
3225
Elwood & Goetz Wealth Advisory Group
Georgia
$589M +$20.4M +4% 0.09% 40.7% 147 14.29%