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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
BWCS
4551
Beirne Wealth Consulting Services
Connecticut
$248M +$12.2M +5% 103
IAM
4552
Infusive Asset Management
New York
$248M -$11.6M -4% 35
JGIA
4553
Jackson Grant Investment Advisers
Connecticut
$248M +$3.6M +1% 411
FMTCOCP
4554
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$248M +$3.82M +2% 445
MP
4555
Mediatel Partners
Texas
$248M -$23.3M -9% 3
MCP
4556
Martin Capital Partners
Oregon
$248M -$13.2M -5% 71
MAM
4557
Mystic Asset Management
Rhode Island
$248M +$5.99M +2% 171
VAS
4558
VR Advisory Services
Cayman Islands
$248M +$36.3M +17% 47
UCB
4559
United Community Bank
South Carolina
$248M -$9.96M -4% 395
BCH
4560
Berkshire Capital Holdings
California
$247M -$3.18M -1% 100
SFS
4561
Shaker Financial Services
Virginia
$247M -$11.1M -4% 182
SW
4562
SMART Wealth
Nebraska
$247M +$25.3M +11% 130
GWM
4563
Gibbs Wealth Management
Georgia
$247M +$73.1M +42% 251
OFG
4564
Omega Financial Group
California
$247M +$2.59M +1% 82
WPWM
4565
Windward Private Wealth Management
Kansas
$247M +$2.32M +0.9% 47
VIM
4566
Vista Investment Management
Pennsylvania
$247M +$1.29M +0.5% 186
VC
4567
Veery Capital
Delaware
$247M +$2.84M +1% 98
MCM
4568
Mudrick Capital Management
New York
$247M -$1.31M -0.5% 10
WRTC
4569
Wind River Trust Company
Wyoming
$247M -$28.1M -10% 9
SBF
4570
Sara-Bay Financial
Florida
$246M +$23.6M +11% 89
CWM
4571
Core Wealth Management
Florida
$246M +$15.9M +7% 28
SFP
4572
Sterling Financial Planning
New Jersey
$246M -$365K -0.1% 108
GWM
4573
Graybill Wealth Management
Illinois
$246M +$9.06M +4% 58
FLA
4574
Financial Life Advisors
Texas
$246M +$7.32M +3% 62
LFP
4575
Leeward Financial Partners
Washington
$246M +$9.88M +4% 96