We are live on ! Find out more

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 Avg Holding
Period (Yrs)
Burke & Herbert Bank & Trust
3476
Burke & Herbert Bank & Trust
Virginia
$411M +$279M +210% 1.07% 67.8% 234 52.14% 4.1
TWP
3477
Tyche Wealth Partners
Texas
$411M +$2.32M +0.6% 3.35% – 298 13.09% 0.5
Round Rock Advisors
3478
Round Rock Advisors
Connecticut
$411M -$6.73M -2% 3% 87.4% 193 8.29% 1.9
ESL Trust Services
3479
ESL Trust Services
New York
$411M +$28.6M +7% 0.46% 53.9% 270 55.19% 0.4
Edmonds Duncan Registered Investment Advisors
3480
Edmonds Duncan Registered Investment Advisors
Kansas
$410M +$11.7M +3% 0.41% 12.8% 142 11.97% 4.6
Riversedge Advisors
3481
Riversedge Advisors
Delaware
$410M +$4.41M +1% 1.83% 71.3% 95 10.53% 2.1
Ignite Planners
3482
Ignite Planners
California
$410M +$52.9M +15% 4.38% 83.8% 308 14.29% 1.3
LexAurum Advisors
3483
LexAurum Advisors
Kansas
$410M +$12M +3% 1.62% – 319 11.6% 3
VS
3484
VK Services
California
$410M -$139M -25% 1.96% 1,605% 7 0% 1.9
MinichMacGregor Wealth Management
3485
MinichMacGregor Wealth Management
New York
$410M +$17.8M +5% 3.93% 130% 114 18.42% 2
Alight Capital Management
3486
Alight Capital Management
New York
$409M +$94.3M +30% 8.12% 466% 77 50.65% 0.5
Marino Stram & Associates
3487
Marino Stram & Associates
Massachusetts
$409M -$13.1M -3% 1.09% 72.2% 171 4.68% 3.3
Park Presidio Capital
3488
Park Presidio Capital
California
$409M -$30.5M -7% 2.48% 94.1% 11 18.18% 5
Wildcat Capital Management
3489
Wildcat Capital Management
New York
$409M +$133M +48% 14.9% 126% 20 40% 2.3
KC
3490
Keenan Capital
California
$408M +$18M +5% 5.23% 110% 10 20% 3.5
O'Dell Group
3491
O'Dell Group
Ohio
$408M $0 0% 1.42% 72.2% 90 0% 3
SC&H Financial Advisors
3492
SC&H Financial Advisors
Maryland
$408M +$23.9M +6% 1.32% 66.2% 147 4.76% 2
AA
3493
Ashford Advisors
New York
$407M +$11.2M +3% 3.18% 66.5% 15 0% 3
Charles-Lim Capital
3494
Charles-Lim Capital
Hong Kong
$407M +$107M +36% 3.19% 4.44% 8 50% 3.1
PBMares Wealth Management
3495
PBMares Wealth Management
Virginia
$407M +$23.4M +6% 1.08% 67.7% 188 7.98% 2.9
Cranbrook Wealth Management
3496
Cranbrook Wealth Management
Michigan
$406M +$11.1M +3% 0.57% 48.8% 317 9.15% 5.8
FCA
3497
FLC Capital Advisors
California
$406M +$10.6M +3% 2.31% 59.3% 173 8.09% 3.1
Jackson Square Capital
3498
Jackson Square Capital
California
$406M +$18M +5% 10.9% 423% 149 23.49% 2.2
Manchester Financial
3499
Manchester Financial
California
$406M +$22.9M +6% 2.34% 73% 115 21.74% 2.7
CMH Wealth Management
3500
CMH Wealth Management
New Hampshire
$406M +$12.7M +3% 3.76% 88% 51 17.65% 3.8