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WEST BRANCH CAPITAL LLC 13F portfolio summary

WEST BRANCH CAPITAL LLC of WEST BRANCH CAPITAL LLC has 375 current stock holdings with a reported portfolio value of $373.5M. The portfolio 1 year return is +17.86%. Top holdings include PFO (0.00%), AWK (0.00%), BHF (0.00%), BEP (0.00%), PFXF (0.00%).

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WEST BRANCH CAPITAL LLC

WEST BRANCH CAPITAL LLC
Latest filing: 2026-03-31

WEST BRANCH CAPITAL LLC runs WEST BRANCH CAPITAL LLC and currently holds 375 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $373.48M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEST BRANCH CAPITAL LLC ranks #402 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEST BRANCH CAPITAL LLC's portfolio at WEST BRANCH CAPITAL LLC has delivered returns of +17.86%. Their 3-year annualized return is +77.75%. Looking at the 5-year horizon, WEST BRANCH CAPITAL LLC has achieved +86.77% annualized returns at WEST BRANCH CAPITAL LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.86%
#753/1000
3 Year
+77.75%
#388/1000
5 Year
+86.77%
#336/1000

Portfolio Value

$373.48M

Alpha Score

61.0

#402 of 1000

Holdings

375

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change