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
FUBT
4026
First United Bank & Trust
Maryland
$245M +$6.29M +3% 168
CP
4027
Capital Planning
Washington
$245M +$9.68M +4% 70
ST
4028
Somerset Trust
Pennsylvania
$245M -$101K -0% 138
HIS
4029
Harvest Investment Services
Illinois
$245M +$6.87M +3% 341
MPAM
4030
Murphy Pohlad Asset Management
Minnesota
$245M -$2.41M -1% 116
CWA
4031
Canvas Wealth Advisors
Kansas
$245M +$21.8M +10% 123
LWP
4032
Lumature Wealth Partners
Georgia
$245M +$2.9M +1% 420
UCMOK
4033
United Capital Management of KS
Kansas
$244M -$670K -0.3% 99
PWS
4034
Peloton Wealth Strategists
Indiana
$244M +$1.94M +0.8% 93
PCMC
4035
Private Capital Management (Colorado)
Colorado
$244M +$26M +12% 141
TSS
4036
Thomas Story & Son
Indiana
$244M -$24M -9% 65
CWP
4037
Concord Wealth Partners
Virginia
$244M -$105M -30% 1,083
SC
4038
Searle & Co
Connecticut
$244M -$354K -0.1% 153
AFWM
4039
AMJ Financial Wealth Management
Virginia
$244M +$14.2M +6% 107
SHCM
4040
Stone House Capital Management
Florida
$244M +$7.3M +3% 3
VFM
4041
Vivid Financial Management
California
$244M +$472K +0.2% 163
WA
4042
WP Advisors
California
$244M +$4M +2% 107
WCM
4043
Wisconsin Capital Management
Wisconsin
$244M -$11.6M -5% 60
VC
4044
Voss Capital
Texas
$244M +$3.21M +1% 48
IFO
4045
Independent Family Office
New York
$243M -$12.9M -5% 60
BIA
4046
BHK Investment Advisors
Alabama
$243M -$2.06M -0.8% 66
SI
4047
Squadra Investments
Brazil
$243M -$176M -42% 6
FWM
4048
Fairhaven Wealth Management
Illinois
$243M -$8.21M -3% 122
MCC
4049
Malaga Cove Capital
California
$243M +$8.09M +3% 187
PFG
4050
Piershale Financial Group
Illinois
$243M -$11.3M -4% 38