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
FMTCOCP
4551
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$248M +$3.82M +2% 445
MP
4552
Mediatel Partners
Texas
$248M -$23.3M -9% 3
MCP
4553
Martin Capital Partners
Oregon
$248M -$13.2M -5% 71
MAM
4554
Mystic Asset Management
Rhode Island
$248M +$5.99M +2% 171
VAS
4555
VR Advisory Services
Cayman Islands
$248M +$36.3M +17% 47
UCB
4556
United Community Bank
South Carolina
$248M -$9.96M -4% 395
BCH
4557
Berkshire Capital Holdings
California
$247M -$3.18M -1% 100
SFS
4558
Shaker Financial Services
Virginia
$247M -$11.1M -4% 182
SW
4559
SMART Wealth
Nebraska
$247M +$25.3M +11% 130
GWM
4560
Gibbs Wealth Management
Georgia
$247M +$73.1M +42% 251
OFG
4561
Omega Financial Group
California
$247M +$2.59M +1% 82
WPWM
4562
Windward Private Wealth Management
Kansas
$247M +$2.32M +0.9% 47
VIM
4563
Vista Investment Management
Pennsylvania
$247M +$1.29M +0.5% 186
VC
4564
Veery Capital
Delaware
$247M +$2.84M +1% 98
MCM
4565
Mudrick Capital Management
New York
$247M -$1.31M -0.5% 10
WRTC
4566
Wind River Trust Company
Wyoming
$247M -$28.1M -10% 9
SBF
4567
Sara-Bay Financial
Florida
$246M +$23.6M +11% 89
CWM
4568
Core Wealth Management
Florida
$246M +$15.9M +7% 28
SFP
4569
Sterling Financial Planning
New Jersey
$246M -$365K -0.1% 108
GWM
4570
Graybill Wealth Management
Illinois
$246M +$9.06M +4% 58
FLA
4571
Financial Life Advisors
Texas
$246M +$7.32M +3% 62
LFP
4572
Leeward Financial Partners
Washington
$246M +$9.88M +4% 96
MCC
4573
Malaga Cove Capital
California
$246M +$818K +0.3% 191
CSWM
4574
Cassady Schiller Wealth Management
Ohio
$246M +$22.3M +10% 502
CCA
4575
Cadent Capital Advisors
Oklahoma
$246M -$3.83M -2% 150