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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
4501
White Pine Capital
Minnesota
$263M +$3.45M +1% 7.85% 143% 214 7.01%
SIP
4502
Stoneridge Investment Partners
Pennsylvania
$263M +$25.3M +11% 9.57% 44.2% 143 51.05%
EE
4503
EWG Elevate
California
$263M +$21.7M +9% 8.41% 76% 138 31.88%
TI
4504
Truxt Investmentos
Brazil
$263M -$13.2M -5% 6.69% 16 50%
PCA
4505
PL Capital Advisors
Florida
$263M -$26.8M -9% 1.9% 100% 35 14.29%
AWM
4506
Abound Wealth Management
Tennessee
$263M +$13.2M +5% 5.28% 58.6% 1,421 16.33%
QCI
4507
Quaker Capital Investments
Pennsylvania
$262M -$17.8M -6% 0.09% 107% 18 22.22%
MIM
4508
Montgomery Investment Management
Maryland
$262M -$63.4M -19% 12.8% 98.4% 92 9.78%
AZ
4509
Aquamarine Zurich
Switzerland
$262M +$33.2M +15% 18.6% 74.8% 12 0%
ML
4510
Mayport LLC
Massachusetts
$262M +$42M +19% 7.49% 57% 84 8.33%
BFWA
4511
Benchmark Financial Wealth Advisors
Florida
$262M +$29.7M +13% 10% 70.6% 93 18.28%
SRC
4512
Stone Run Capital
New York
$262M +$28.3M +12% 8.56% 77.8% 68 7.35%
SAM
4513
Socorro Asset Management
Texas
$262M +$35.2M +16% 6.45% 43.8% 31 6.45%
CPA
4514
Capital Performance Advisors
California
$262M +$30.2M +13% 7.44% 71% 93 25.81%
FWC
4515
First Washington Corp
Washington
$262M +$1.51M +0.6% 12% 142% 58 8.62%
CCM
4516
Cutter Capital Management
New York
$262M +$52.4M +25% 2.73% 36 63.89%
KFS
4517
Kelly Financial Services
Massachusetts
$261M +$14.1M +6% 7.36% 58.4% 838 10.62%
BOSSRA
4518
B.O.S.S. Retirement Advisors
Utah
$261M -$255M -49% 8.25% 69.7% 242 50%
CIP
4519
Convergence Investment Partners
Florida
$261M +$69.6M +36% 16.1% 284% 272 39.71%
HKIM
4520
Hayek Kallen Investment Management
Alabama
$261M +$21.4M +9% 9.89% 71.9% 93 6.45%
RWM
4521
Rench Wealth Management
Texas
$261M +$23.4M +10% 14.7% 106% 57 36.84%
MCP
4522
Martin Capital Partners
Oregon
$261M +$15.4M +6% 4.99% 35.2% 72 6.94%
OWM
4523
OneAscent Wealth Management
Alabama
$261M +$9.99M +4% 5.15% 50.6% 199 27.14%
SSWG
4524
Seven Springs Wealth Group
Tennessee
$260M +$38.6M +17% 8.89% 59.2% 63 6.35%
DDSF
4525
Diana Davis Spencer Foundation
Maryland
$260M -$3.76M -1% 1.42% 13.4% 3 0%