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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 Avg Holding
Period (Yrs)
Martin Capital Partners
4701
Martin Capital Partners
Oregon
$248M -$13.2M -5% 1.97% 42.3% 71 2.82% 4.1
MAM
4702
Mystic Asset Management
Rhode Island
$248M +$5.99M +2% 3.96% 114% 171 6.43% 2
VR Advisory Services
4703
VR Advisory Services
Cayman Islands
$248M +$36.3M +17% 0.58% 89.7% 47 17.02% 2.8
United Community Bank
4704
United Community Bank
South Carolina
$248M -$10M -4% 0.48% 66.2% 395 11.65% 1.5
BCH
4705
Berkshire Capital Holdings
California
$247M -$3.18M -1% 16.3% 2,748% 100 24% 2.5
Shaker Financial Services
4706
Shaker Financial Services
Virginia
$247M -$11.1M -4% 0% 12.9% 182 27.47% 1.9
SMART Wealth
4707
SMART Wealth
Nebraska
$247M +$25.3M +11% 2.14% 77.7% 130 13.08% 0.7
Robinswood Financial
4708
Robinswood Financial
Washington
$247M +$13.1M +6% 0.31% 43.2% 368 32.61% 0.6
GWM
4709
Gibbs Wealth Management
Georgia
$247M +$73.1M +42% 0.89% – 251 31.08% 0.2
Omega Financial Group
4710
Omega Financial Group
California
$247M +$2.59M +1% 0.39% 45.2% 82 2.44% 3.9
Windward Private Wealth Management
4711
Windward Private Wealth Management
Kansas
$247M +$2.32M +0.9% 0.57% 35.5% 47 2.13% 3.1
Vista Investment Management
4712
Vista Investment Management
Pennsylvania
$247M +$1.29M +0.5% 0.51% 54.4% 186 10.75% 4.2
Veery Capital
4713
Veery Capital
Delaware
$247M +$2.84M +1% 1.43% 63.4% 98 4.08% 2.4
Mudrick Capital Management
4714
Mudrick Capital Management
New York
$247M -$1.31M -0.5% 3.55% 212% 10 40% 2.3
Wind River Trust Company
4715
Wind River Trust Company
Wyoming
$247M -$28.1M -10% 1.5% 62.1% 9 0% 8.9
Sara-Bay Financial
4716
Sara-Bay Financial
Florida
$246M +$23.6M +11% 8.84% 233% 89 15.73% 2.5
Core Wealth Management
4717
Core Wealth Management
Florida
$246M +$15.9M +7% 0.34% 44.5% 28 17.86% 1
Sterling Financial Planning
4718
Sterling Financial Planning
New Jersey
$246M -$365K -0.1% 0.14% 55.5% 108 4.63% 2.7
Graybill Wealth Management
4719
Graybill Wealth Management
Illinois
$246M +$9.06M +4% 1.75% – 58 5.17% 5.5
Financial Life Advisors
4720
Financial Life Advisors
Texas
$246M +$7.32M +3% 1.91% 47% 62 11.29% 2.7
Leeward Financial Partners
4721
Leeward Financial Partners
Washington
$246M +$9.9M +4% 4.72% 97.9% 96 16.67% 1.6
Malaga Cove Capital
4722
Malaga Cove Capital
California
$246M +$818K +0.3% 1.12% 97.3% 191 16.23% 2.5
Cassady Schiller Wealth Management
4723
Cassady Schiller Wealth Management
Ohio
$246M +$22.2M +10% 0.88% 21.8% 503 8.95% 1.4
Sectoral Asset Management
4724
Sectoral Asset Management
Quebec, Canada
$246M -$8.32M -3% 1.72% 168% 106 21.7% 2.3
PH
4725
Pinnacle Holdings
Oklahoma
$246M -$2.85M -1% 1.02% 79.6% 253 26.88% 5