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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
BBNB
3901
Baker Boyer National Bank
Washington
$225M +$28.1M +14% 5.77% 44.7% 81 2.47%
CIM
3902
CIM Investment Management
Pennsylvania
$225M -$15.8M -7% 3.43% 88.6% 245 13.88%
MIC
3903
Meridian Investment Counsel
California
$225M -$18.5M -8% 6.42% 103% 209 4.31%
HWC
3904
Hill Winds Capital
New York
$225M +$17.3M +8% 10.2% 8.52% 51 52.94%
NCL
3905
Nishkama Capital LLC
Puerto Rico
$224M -$22.1M -9% 6.12% 467% 42 66.67%
MC
3906
Muhlenkamp & Co
Pennsylvania
$224M +$10.4M +5% 0.94% 121% 29 10.34%
FWM
3907
Fairhaven Wealth Management
Illinois
$224M +$10.7M +5% 5.08% 121 14.05%
PRWA
3908
Platte River Wealth Advisors
Colorado
$224M -$7.3M -3% 5.04% 28.6% 88 7.95%
NME
3909
Notis-McConarty Edward
$224M -$16.4M -7% 3.88% 65.2% 99 3.03%
IWMA
3910
Ironwood Wealth Management (Arizona)
Arizona
$224M $0 0% 6.27% 25.4% 54 0%
SIA
3911
Sovereign Investment Advisors
Arizona
$223M -$7.37M -3% 2.89% 34.5% 32 0%
KIC
3912
Keating Investment Counselors
Florida
$223M -$13.7M -6% 8.08% 43.7% 60 6.67%
OWA
3913
Outlook Wealth Advisors
Texas
$223M -$21.4M -9% 4.33% 54.9% 202 17.82%
WAMC
3914
Western Asset Management Company
California
$223M -$10.3M -4% 1.53% 2.29% 25 12%
AU
3915
Algebris (UK)
United Kingdom
$223M -$65.7M -23% 3.72% 19.5% 47 59.57%
OCMH
3916
Oxbow Capital Management (HK)
Hong Kong
$222M -$6.92M -3% 3.85% 1,497% 9 22.22%
SCM
3917
Stonepine Capital Management
Oregon
$222M +$7.51M +3% 4.14% 199% 26 30.77%
TWM
3918
TMD Wealth Management
Arizona
$222M -$16.4M -7% 6.19% 2.41% 44 13.64%
AAM
3919
Ameraudi Asset Management
New York
$222M -$19.7M -8% 5.8% 40.2% 58 18.97%
NL
3920
Navalign LLC
California
$222M -$6.71M -3% 5.09% 50.7% 127 9.45%
S
3921
SimplyRich
California
$222M -$18.8M -8% 5.83% 71.7% 167 13.17%
WH
3922
Whitcomb & Hess
Ohio
$222M -$8.96M -4% 5.52% 49% 37 16.22%
UID
3923
Union Investments & Development
Israel
$222M -$2.37M -1% 6.51% 17% 60 8.33%
GSWM
3924
Greenup Street Wealth Management
Michigan
$222M +$9.34M +4% 6.04% 65.6% 88 18.18%
IAA
3925
Ironsides Asset Advisors
North Carolina
$222M -$42.7M -16% 0.67% 45.2% 101 18.81%