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
MCP
4551
Martin Capital Partners
Oregon
$248M -$13.2M -5% 71
MAM
4552
Mystic Asset Management
Rhode Island
$248M +$5.99M +2% 171
VAS
4553
VR Advisory Services
Cayman Islands
$248M +$36.3M +17% 47
UCB
4554
United Community Bank
South Carolina
$248M -$9.96M -4% 395
BCH
4555
Berkshire Capital Holdings
California
$247M -$3.18M -1% 100
SFS
4556
Shaker Financial Services
Virginia
$247M -$11.1M -4% 182
SW
4557
SMART Wealth
Nebraska
$247M +$25.3M +11% 130
GWM
4558
Gibbs Wealth Management
Georgia
$247M +$73.1M +42% 251
OFG
4559
Omega Financial Group
California
$247M +$2.59M +1% 82
WPWM
4560
Windward Private Wealth Management
Kansas
$247M +$2.32M +0.9% 47
VIM
4561
Vista Investment Management
Pennsylvania
$247M +$1.29M +0.5% 186
VC
4562
Veery Capital
Delaware
$247M +$2.84M +1% 98
MCM
4563
Mudrick Capital Management
New York
$247M -$1.31M -0.5% 10
WRTC
4564
Wind River Trust Company
Wyoming
$247M -$28.1M -10% 9
SBF
4565
Sara-Bay Financial
Florida
$246M +$23.6M +11% 89
CWM
4566
Core Wealth Management
Florida
$246M +$15.9M +7% 28
SFP
4567
Sterling Financial Planning
New Jersey
$246M -$365K -0.1% 108
GWM
4568
Graybill Wealth Management
Illinois
$246M +$9.06M +4% 58
FLA
4569
Financial Life Advisors
Texas
$246M +$7.32M +3% 62
LFP
4570
Leeward Financial Partners
Washington
$246M +$9.88M +4% 96
MCC
4571
Malaga Cove Capital
California
$246M +$818K +0.3% 191
CSWM
4572
Cassady Schiller Wealth Management
Ohio
$246M +$22.3M +10% 502
CCA
4573
Cadent Capital Advisors
Oklahoma
$246M -$3.83M -2% 150
SAM
4574
Sectoral Asset Management
Quebec, Canada
$246M -$8.32M -3% 106
PH
4575
Pinnacle Holdings
Oklahoma
$246M -$2.85M -1% 253