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
CAC
4276
Core Alternative Capital
Georgia
$363M +$18.1M +5% 351
BA
4277
Ballast Advisors
Minnesota
$363M -$545K -0.2% 186
WIA
4278
Westbourne Investment Advisors
Maryland
$362M +$3.68M +1% 121
WCM
4279
Windsor Capital Management
Arizona
$362M +$82.4K +0% 124
BHBT
4280
Burke & Herbert Bank & Trust
Virginia
$362M -$103M -22% 265
BMWM
4281
Brown Miller Wealth Management
Virginia
$362M +$9.11M +3% 205
ATI
4282
ARK & TLK Investments
Oklahoma
$362M +$46.4M +15% 119
SFP
4283
Sandbox Financial Partners
Maryland
$361M +$12.1M +3% 134
ONPI
4284
Owls Nest Partners IA
Pennsylvania
$361M +$1.36M +0.4% 15
MI
4285
Merk Investments
California
$361M +$35.7M +11% 11
KIC
4286
Keating Investment Counselors
Florida
$361M +$10.4M +3% 64
HFA
4287
Highland Financial Advisors
New Jersey
$361M +$11.9M +3% 67
LWM
4288
Luminvest Wealth Management
Arizona
$360M +$53.7M +17% 53
OCMH
4289
Oxbow Capital Management (HK)
Hong Kong
$360M -$210M -37% 13
I
4290
InceptionR
California
$360M -$53.8M -13% 917
CYG
4291
Clean Yield Group
Vermont
$360M +$6.43M +2% 437
SL
4292
SWMG LLC
Texas
$360M +$29.5M +9% 126
UB
4293
Umpqua Bank
Oregon
$360M +$2.21M +0.6% 161
VWM
4294
VCI Wealth Management
Missouri
$360M +$30M +9% 139
HWMO
4295
Heritage Wealth Management (Ohio)
Ohio
$360M +$19M +6% 271
BFS
4296
Bare Financial Services
Pennsylvania
$360M +$24.7M +7% 1,724
FAM
4297
Fulcrum Asset Management
United Kingdom
$359M -$1.28M -0.4% 183
ECA
4298
Endeavour Capital Advisors
Connecticut
$359M +$28.8M +9% 37
SWA
4299
Strata Wealth Advisors
Texas
$359M -$19.4M -5% 104
HC
4300
Headland Capital
South Carolina
$359M +$3.06M +0.9% 77