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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
ODA
4426
One Degree Advisors
California
$364M +$37.8M +12% 2.33% 72 8.33%
IFA
4427
Independence Financial Advisors
New Hampshire
$364M +$35.5M +11% 0.9% 55 3.64%
OAJ
4428
Ogorek Anthony Joseph
New York
$364M +$13.9M +4% 3.99% 61.1% 713 8.42%
PC
4429
PhiloSmith Capital
Connecticut
$364M +$3.76M +1% 0.53% 54% 23 0%
RC
4430
Reik & Co
New York
$364M -$25.8M -7% 2.87% 38.6% 56 0%
ATI
4431
ARK & TLK Investments
Oklahoma
$364M +$48.4M +15% 2.6% 120 10%
RCM
4432
Ratan Capital Management
Florida
$364M +$178M +96% 1.29% 616% 40 32.5%
1CP
4433
11 Capital Partners
Connecticut
$364M +$10.5M +3% 1.09% 101% 22 13.64%
WPC
4434
White Pine Capital
Minnesota
$363M +$14.2M +4% 10.9% 143% 232 8.62%
NFP
4435
Narus Financial Partners
Utah
$363M -$2.51M -0.7% 4.94% 88.9% 172 9.3%
AM
4436
Atwater Malick
Pennsylvania
$363M +$18.3M +5% 6.06% 79.1% 93 13.98%
IMA
4437
Investment Management Associates
Colorado
$363M +$23.2M +7% 1.73% 51.6% 32 18.75%
CAC
4438
Core Alternative Capital
Georgia
$363M +$18.1M +5% 4.55% 74.5% 351 42.45%
BA
4439
Ballast Advisors
Minnesota
$363M -$545K -0.2% 1.81% 66.7% 186 9.14%
WIA
4440
Westbourne Investment Advisors
Maryland
$362M +$3.68M +1% 2.88% 89.4% 121 8.26%
WCM
4441
Windsor Capital Management
Arizona
$362M +$82.4K +0% 1.42% 46.1% 124 6.45%
CFP
4442
Cypress Financial Planning
New Jersey
$362M +$34.2M +10% 1.26% 37.9% 108 18.52%
BHBT
4443
Burke & Herbert Bank & Trust
Virginia
$362M -$103M -22% 2.88% 67.8% 265 23.4%
BMWM
4444
Brown Miller Wealth Management
Virginia
$362M +$9.11M +3% 2.51% 102% 205 12.68%
KM
4445
KP Management
Minnesota
$362M +$46.2M +15% 8.27% 83 36.14%
SFP
4446
Sandbox Financial Partners
Maryland
$361M +$12.1M +3% 2.3% 69.6% 134 12.69%
ONPI
4447
Owls Nest Partners IA
Pennsylvania
$361M +$1.36M +0.4% 3.67% 105% 15 26.67%
MI
4448
Merk Investments
California
$361M +$35.7M +11% 26.7% 303% 11 9.09%
KIC
4449
Keating Investment Counselors
Florida
$361M +$10.4M +3% 4.46% 43.7% 64 7.81%
HFA
4450
Highland Financial Advisors
New Jersey
$361M +$11.9M +3% 2.08% 63.3% 67 14.93%