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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
WPC
4351
White Pine Capital
Minnesota
$363M +$14.2M +4% 10.9% 100% 232 8.62%
NFP
4352
Narus Financial Partners
Utah
$363M -$2.51M -0.7% 4.94% 88.9% 172 9.3%
AM
4353
Atwater Malick
Pennsylvania
$363M +$18.3M +5% 6.06% 79.1% 93 13.98%
IMA
4354
Investment Management Associates
Colorado
$363M +$23.2M +7% 1.73% 49.5% 32 18.75%
CAC
4355
Core Alternative Capital
Georgia
$363M +$18.1M +5% 4.55% 57.5% 351 42.45%
BA
4356
Ballast Advisors
Minnesota
$363M -$545K -0.2% 1.81% 60.4% 186 9.14%
WIA
4357
Westbourne Investment Advisors
Maryland
$362M +$3.68M +1% 2.88% 89.4% 121 8.26%
WCM
4358
Windsor Capital Management
Arizona
$362M +$82.4K +0% 1.42% 46.1% 124 6.45%
CFP
4359
Cypress Financial Planning
New Jersey
$362M +$34.2M +10% 1.26% 37.9% 108 18.52%
BHBT
4360
Burke & Herbert Bank & Trust
Virginia
$362M -$103M -22% 2.88% 52.7% 265 23.4%
BMWM
4361
Brown Miller Wealth Management
Virginia
$362M +$9.11M +3% 2.51% 102% 205 12.68%
KM
4362
KP Management
Minnesota
$362M +$46.2M +15% 8.27% 83 36.14%
SFP
4363
Sandbox Financial Partners
Maryland
$361M +$12.1M +3% 2.3% 69.6% 134 12.69%
ONPI
4364
Owls Nest Partners IA
Pennsylvania
$361M +$1.36M +0.4% 3.67% 94.2% 15 26.67%
MI
4365
Merk Investments
California
$361M +$35.7M +11% 26.7% 338% 11 9.09%
KIC
4366
Keating Investment Counselors
Florida
$361M +$10.4M +3% 4.46% 43.7% 64 7.81%
HFA
4367
Highland Financial Advisors
New Jersey
$361M +$11.9M +3% 2.08% 63.3% 67 14.93%
LWM
4368
Luminvest Wealth Management
Arizona
$360M +$53.7M +17% 1.57% 53 18.87%
OCMH
4369
Oxbow Capital Management (HK)
Hong Kong
$360M -$210M -37% 33% 1,497% 13 53.85%
I
4370
InceptionR
California
$360M -$53.8M -13% 1.7% 50.5% 917 66.63%
CYG
4371
Clean Yield Group
Vermont
$360M +$6.43M +2% 3.08% 44.8% 429 7.23%
SL
4372
SWMG LLC
Texas
$360M +$29.5M +9% 1.88% 61.3% 126 17.46%
UB
4373
Umpqua Bank
Oregon
$360M +$2.21M +0.6% 4.19% 161 6.83%
STP
4374
Science & Technology Partners
New York
$360M +$871K +0.2% 20.8% 37 62.16%
VWM
4375
VCI Wealth Management
Missouri
$360M +$30M +9% 2.93% 139 38.85%