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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
VAS
4701
VR Advisory Services
Cayman Islands
$248M +$36.3M +17% 0.58% 89.7% 47 17.02%
UCB
4702
United Community Bank
South Carolina
$248M -$9.96M -4% 0.48% 66.2% 395 11.65%
BCH
4703
Berkshire Capital Holdings
California
$247M -$3.18M -1% 16.3% 2,748% 100 24%
SFS
4704
Shaker Financial Services
Virginia
$247M -$11.1M -4% 0% 13.1% 182 27.47%
SW
4705
SMART Wealth
Nebraska
$247M +$25.3M +11% 2.14% 77.7% 130 13.08%
RF
4706
Robinswood Financial
Washington
$247M +$13.1M +6% 0.31% 38.8% 368 32.61%
GWM
4707
Gibbs Wealth Management
Georgia
$247M +$73.1M +42% 0.89% 251 31.08%
OFG
4708
Omega Financial Group
California
$247M +$2.59M +1% 0.39% 45.2% 82 2.44%
WPWM
4709
Windward Private Wealth Management
Kansas
$247M +$2.32M +0.9% 0.57% 35.5% 47 2.13%
VIM
4710
Vista Investment Management
Pennsylvania
$247M +$1.29M +0.5% 0.51% 54.4% 186 10.75%
VC
4711
Veery Capital
Delaware
$247M +$2.84M +1% 1.43% 57.1% 98 4.08%
MCM
4712
Mudrick Capital Management
New York
$247M -$1.31M -0.5% 3.55% 212% 10 40%
WRTC
4713
Wind River Trust Company
Wyoming
$247M -$28.1M -10% 1.5% 62.1% 9 0%
SBF
4714
Sara-Bay Financial
Florida
$246M +$23.6M +11% 8.84% 231% 89 15.73%
CWM
4715
Core Wealth Management
Florida
$246M +$15.9M +7% 0.34% 41.1% 28 17.86%
SFP
4716
Sterling Financial Planning
New Jersey
$246M -$365K -0.1% 0.14% 55.5% 108 4.63%
GWM
4717
Graybill Wealth Management
Illinois
$246M +$9.06M +4% 1.75% 58 5.17%
FLA
4718
Financial Life Advisors
Texas
$246M +$7.32M +3% 1.91% 42.7% 62 11.29%
LFP
4719
Leeward Financial Partners
Washington
$246M +$9.88M +4% 4.72% 83% 96 16.67%
MCC
4720
Malaga Cove Capital
California
$246M +$818K +0.3% 1.12% 88.1% 191 16.23%
CSWM
4721
Cassady Schiller Wealth Management
Ohio
$246M +$22.2M +10% 0.88% 21.8% 503 8.95%
BHMP
4722
Bardin Hill Management Partners
New York
$246M +$6.09M +3% 14.1% 214% 48 45.83%
SAM
4723
Sectoral Asset Management
Quebec, Canada
$246M -$8.32M -3% 1.72% 168% 106 21.7%
PH
4724
Pinnacle Holdings
Oklahoma
$246M -$2.85M -1% 1.02% 79.6% 253 26.88%
JF
4725
Joule Financial
Kentucky
$246M +$3.18M +1% 0.34% 55.5% 113 15.93%