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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
UB
4651
Umpqua Bank
Oregon
$244M 11% 145
PI
4652
Point72 Italy
Italy
$244M +$71.6M +42% 34% 33 72.73%
WLPWM
4653
Walled Lake Planning & Wealth Management
Illinois
$244M +$28.5M +13% 6.86% 51.7% 122 15.57%
3IP
4654
3Chopt Investment Partners
Virginia
$244M -$28.2M -10% 15.1% 116% 166 59.64%
GTAM
4655
Global Trust Asset Management
Florida
$244M +$15.6M +7% 8.86% 109% 477 9.22%
TCM
4656
Thomist Capital Management
Texas
$243M +$17.2M +8% 0.62% 71.6% 38 55.26%
KWM
4657
KFG Wealth Management
Indiana
$243M +$24.2M +11% 5.93% 50.4% 162 22.84%
CCM
4658
Carmel Capital Management
California
$243M +$35.1M +17% 20.4% 265% 32 9.38%
BF
4659
Brooklyn FI
New York
$243M +$30.3M +14% 4.64% 42.9% 56 12.5%
TPCM
4660
Two Point Capital Management
New York
$243M +$24.2M +11% 9.62% 24 0%
IPW
4661
Intergy Private Wealth
Colorado
$243M +$11.7M +5% 6.12% 67.6% 79 8.86%
OFS
4662
Oldfather Financial Services
Nebraska
$243M +$18.6M +8% 8.31% 60.8% 72 13.89%
BHCM
4663
Boulder Hill Capital Management
New York
$243M +$56.2M +30% 14.4% 166 79.52%
EW
4664
Evexia Wealth
Wisconsin
$243M +$6.23M +3% 10.9% 87.7% 59 6.78%
JF
4665
Joule Financial
Kentucky
$243M +$27.5M +13% 5.22% 55.5% 119 21.85%
PCM
4666
Pennsylvania Capital Management
Pennsylvania
$243M -$9.43M -4% 8.72% 70.6% 93 11.83%
JA
4667
JVL Associates
Michigan
$243M +$21.5M +10% 7.84% 73.3% 53 18.87%
HAM
4668
Harmony Asset Management
Arizona
$243M +$6.02M +3% 18.2% 159 25.16%
JAM
4669
JCIC Asset Management
Ontario, Canada
$243M +$18.4M +8% 9.86% 111 4.5%
DA
4670
DCM Advisors
New York
$243M -$36.5M -13% 13.6% 90.4% 117 37.61%
MIM
4671
MTM Investment Management
South Carolina
$242M +$23.6M +11% 10.8% 71.7% 301 19.27%
MBFW
4672
Morton Brown Family Wealth
Pennsylvania
$242M +$14M +6% 4.76% 50% 303 34.32%
MECA
4673
Miller Equity Capital Advisors
Texas
$242M +$20.9M +9% 7.98% 23.7% 56 7.14%
EML
4674
Eos Management LP
New York
$242M +$16.2M +7% 10.9% 152% 47 29.79%
CF
4675
Convergence Financial
Missouri
$242M +$18.2M +8% 5.99% 46.2% 53 35.85%