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
WIC
2526
Wilkins Investment Counsel
Massachusetts
$698M +$6.45M +0.9% 134
CMF
2527
Counterpoint Mutual Funds
California
$698M -$103M -13% 438
OBWG
2528
Onyx Bridge Wealth Group
New York
$697M +$2.74M +0.4% 311
BFC
2529
Bedel Financial Consulting
Indiana
$697M -$22.5M -3% 274
CCA
2530
Canyon Capital Advisors
Texas
$696M -$82.8M -11% 14
LWL
2531
Leo Wealth LLC
Texas
$696M -$420M -38% 377
PWA
2532
Provenance Wealth Advisors
Florida
$695M -$78.6M -10% 586
PSCM
2533
Per Stirling Capital Management
Texas
$695M -$9.45M -1% 278
PMWMG
2534
Parr McKnight Wealth Management Group
Minnesota
$695M -$2.47M -0.4% 247
WAM
2535
Wallington Asset Management
Indiana
$694M +$2.52M +0.4% 95
VCM
2536
Vision Capital Management
Oregon
$694M +$13.3M +2% 144
VFM
2537
Viking Fund Management
North Dakota
$694M +$51.4M +8% 148
CAM
2538
Claret Asset Management
Quebec, Canada
$693M +$59.8M +9% 351
BEAM
2539
Baker Ellis Asset Management
Washington
$693M +$13.4M +2% 228
FAM
2540
Flaharty Asset Management
Florida
$693M +$8.04M +1% 513
SC
2541
Skylands Capital
Wisconsin
$693M -$23.1M -3% 166
SCM
2542
Scopia Capital Management
New York
$692M -$253M -27% 34
GP
2543
Greenline Partners
New York
$692M -$22.3M -3% 610
DAM
2544
DLD Asset Management
New York
$691M +$107M +18% 158
RWP
2545
Revolve Wealth Partners
New Jersey
$691M +$10.5M +2% 244
DTL
2546
Dynamic Technology Lab
Singapore
$691M +$68.8M +11% 1,433
SAM
2547
Southernsun Asset Management
Tennessee
$691M -$112M -14% 32
SLT
2548
St Louis Trust
Missouri
$690M -$9.09M -1% 130
GC
2549
Gilbert & Cook
Iowa
$690M -$19.7M -3% 214
BHB
2550
Bank Hapoalim BM
Israel
$690M +$71.1M +11% 136