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
SC
4251
Slotnik Capital
Texas
$365M +$87.8M +32% 41
CSB
4252
City State Bank
Iowa
$365M +$18.9M +5% 781
FP
4253
Fivespan Partners
California
$365M 6
GBL
4254
Groupe Bruxelles Lambert
Belgium
$365M -$40.1M -10% 1
GAM
4255
Grandview Asset Management
Pennsylvania
$365M +$9.07M +3% 144
SCP
4256
Steamboat Capital Partners
New York
$365M -$19.6M -5% 67
BWA
4257
Beam Wealth Advisors
Louisiana
$364M -$2.66M -0.7% 118
MI
4258
M3F Inc
Utah
$364M +$11.2M +3% 29
ODA
4259
One Degree Advisors
California
$364M +$37.8M +12% 72
IFA
4260
Independence Financial Advisors
New Hampshire
$364M +$35.5M +11% 55
OAJ
4261
Ogorek Anthony Joseph
New York
$364M +$13.9M +4% 737
PC
4262
PhiloSmith Capital
Connecticut
$364M +$3.76M +1% 23
RC
4263
Reik & Co
New York
$364M -$25.8M -7% 56
RCM
4264
Ratan Capital Management
Florida
$364M +$178M +96% 40
WPC
4265
White Pine Capital
Minnesota
$363M +$14.2M +4% 232
NFP
4266
Narus Financial Partners
Utah
$363M -$2.51M -0.7% 172
AM
4267
Atwater Malick
Pennsylvania
$363M +$18.2M +5% 89
CAC
4268
Core Alternative Capital
Georgia
$363M +$18.1M +5% 351
BA
4269
Ballast Advisors
Minnesota
$363M -$545K -0.2% 186
WIA
4270
Westbourne Investment Advisors
Maryland
$362M +$3.68M +1% 121
WCM
4271
Windsor Capital Management
Arizona
$362M +$82.4K +0% 124
BHBT
4272
Burke & Herbert Bank & Trust
Virginia
$362M -$103M -22% 265
BMWM
4273
Brown Miller Wealth Management
Virginia
$362M +$9.11M +3% 205
ATI
4274
ARK & TLK Investments
Oklahoma
$362M +$46.4M +15% 119
SFP
4275
Sandbox Financial Partners
Maryland
$361M +$12.1M +3% 134