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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
HIC
4026
Holderness Investments Company
North Carolina
$271M +$20.5M +8% 9.28% 144% 210 10.95%
TCOO
4027
Trust Company of Oklahoma
Oklahoma
$271M +$14.9M +6% 8% 88.7% 148 12.16%
BBNB
4028
Baker Boyer National Bank
Washington
$270M +$10.9M +4% 3.46% 44.7% 83 3.61%
SIM
4029
SW Investment Management
Colorado
$270M +$22.2M +9% 4.35% 143% 12 16.67%
OMIC
4030
Old Mission Investment Co
Michigan
$270M +$14M +5% 6.7% 70.7% 117 6.84%
GAG
4031
Goodman Advisory Group
Massachusetts
$270M +$86.1M +47% 3.76% 88.8% 182 25.27%
DWM
4032
Drive Wealth Management
Utah
$270M +$30.8M +13% 6.54% 94.4% 325 24%
FC
4033
FCA Corp
Texas
$270M +$3.09M +1% 4.79% 57.4% 181 10.5%
CWA
4034
Canvas Wealth Advisors
Kansas
$269M +$31.4M +13% 10.5% 115% 146 19.18%
AWAU
4035
Alliance Wealth Advisors (Utah)
Utah
$269M +$20.7M +8% 5.46% 63.3% 243 18.11%
BU
4036
Brown University
Rhode Island
$269M +$7.71M +3% 5.17% 37.9% 8 37.5%
TLP
4037
Tri Locum Partners
New York
$269M -$59.3M -18% 26% 357% 84 73.81%
HLCM
4038
Hi-Line Capital Management
South Dakota
$269M -$23.9M -8% 3.21% 57.5% 41 9.76%
SAAM
4039
Solus Alternative Asset Management
New Jersey
$269M +$7.55M +3% 7.87% 79.3% 11 27.27%
HPC
4040
Hobart Private Capital
North Carolina
$269M +$15.3M +6% 5.5% 52.5% 39 2.56%
BFW
4041
Brady Family Wealth
Missouri
$269M +$15.4M +6% 6.17% 61.8% 118 5.93%
IWMA
4042
Ironwood Wealth Management (Arizona)
Arizona
$269M +$15.3M +6% 2.21% 31.1% 45 6.67%
PC
4043
Permit Capital
Pennsylvania
$269M +$928K +0.3% 3.3% 121% 25 8%
TFGT
4044
TS Financial Group (TSFG)
Illinois
$268M -$1.15M -0.4% 7.12% 72.9% 1,096 12.59%
NC
4045
NovaPoint Capital
Georgia
$268M +$24M +10% 5.44% 88.2% 139 10.79%
CMI
4046
Clare Market Investments
Texas
$268M +$28.8M +12% 13.8% 145 25.52%
MWAM
4047
Manhattan West Asset Management
California
$268M +$38.3M +17% 3.79% 65.6% 135 14.81%
WPC
4048
White Pine Capital
Minnesota
$268M +$10.6M +4% 4.73% 143% 211 8.53%
KWS
4049
Keystone Wealth Services
California
$268M +$23.2M +9% 7.05% 80.1% 212 14.62%
VFPW
4050
Vantage Financial Partners (Wisconsin)
Wisconsin
$267M +$15.9M +6% 4.45% 53.8% 104 24.04%