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
BWA
4251
Beam Wealth Advisors
Louisiana
$364M -$2.66M -0.7% 118
MI
4252
M3F Inc
Utah
$364M +$11.2M +3% 29
ODA
4253
One Degree Advisors
California
$364M +$37.8M +12% 72
IFA
4254
Independence Financial Advisors
New Hampshire
$364M +$35.5M +11% 55
OAJ
4255
Ogorek Anthony Joseph
New York
$364M +$13.9M +4% 737
PC
4256
PhiloSmith Capital
Connecticut
$364M +$3.76M +1% 23
RC
4257
Reik & Co
New York
$364M -$25.8M -7% 56
RCM
4258
Ratan Capital Management
Florida
$364M +$178M +96% 40
WPC
4259
White Pine Capital
Minnesota
$363M +$14.2M +4% 232
NFP
4260
Narus Financial Partners
Utah
$363M -$2.51M -0.7% 172
AM
4261
Atwater Malick
Pennsylvania
$363M +$18.2M +5% 89
CAC
4262
Core Alternative Capital
Georgia
$363M +$18.1M +5% 351
BA
4263
Ballast Advisors
Minnesota
$363M -$545K -0.2% 186
WIA
4264
Westbourne Investment Advisors
Maryland
$362M +$3.68M +1% 121
WCM
4265
Windsor Capital Management
Arizona
$362M +$82.4K +0% 124
BHBT
4266
Burke & Herbert Bank & Trust
Virginia
$362M -$103M -22% 265
BMWM
4267
Brown Miller Wealth Management
Virginia
$362M +$9.11M +3% 205
ATI
4268
ARK & TLK Investments
Oklahoma
$362M +$46.4M +15% 119
SFP
4269
Sandbox Financial Partners
Maryland
$361M +$12.1M +3% 134
ONPI
4270
Owls Nest Partners IA
Pennsylvania
$361M +$1.36M +0.4% 15
MI
4271
Merk Investments
California
$361M +$35.7M +11% 11
KIC
4272
Keating Investment Counselors
Florida
$361M +$10.4M +3% 64
HFA
4273
Highland Financial Advisors
New Jersey
$361M +$11.9M +3% 67
LWM
4274
Luminvest Wealth Management
Arizona
$360M +$53.7M +17% 53
OCMH
4275
Oxbow Capital Management (HK)
Hong Kong
$360M -$210M -37% 13