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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
BHBT
3601
Burke & Herbert Bank & Trust
Virginia
$96M +$7.02M +8% 7.38% 52.7% 115 13.04%
GWCM
3602
Godshalk Welsh Capital Management
Pennsylvania
$95.9M +$4.57M +5% 7.35% 54.7% 144 8.33%
MCM
3603
Millie Capital Management
California
$95.7M -$14.2M -13% 2.92% 24.5% 74 20.27%
MAG
3604
Millrace Asset Group
Pennsylvania
$95.6M +$2.63M +3% 10.1% 113% 71 50.7%
PIA
3605
Peachtree Investment Advisors
Georgia
$95.5M -$844K -0.9% 5.37% 24.2% 109 20.18%
IVMX
3606
Institutional Venture Management XIV
California
$95.3M +$55.2M +138% 0.22% 18.1% 2 50%
LCG
3607
Lisanti Capital Growth
New York
$95.2M -$15.8M -14% 15.7% 1,090% 124 58.06%
FA
3608
Financial Advantage
Maryland
$95M -$12.4M -12% 1.21% 24.3% 117 76.07%
SC
3609
Scholtz & Company
Connecticut
$95M +$1.45M +2% 4.45% 82.6% 53 32.08%
LFA
3610
Landmark Financial Advisors
Kentucky
$94.9M +$4.17M +5% 2.56% 11.8% 53 22.64%
RQS
3611
Ramsey Quantitative Systems
Kentucky
$94.8M +$10.2M +12% 1.82% 42% 221 54.75%
SG
3612
Somerset Group
Minnesota
$94.4M +$2.52M +3% 5.16% 68.2% 74 13.51%
HCM
3613
HM Capital Management
Missouri
$94.3M +$4.21M +5% 6.22% 29.6% 40 27.5%
BCM
3614
BHZ Capital Management
California
$94.3M 9.9% 3.24% 79
MC
3615
Marcus Capital
Illinois
$94.1M 8.71% 101% 49
PIM
3616
Progressive Investment Management
Oregon
$93.6M +$6.96M +8% 6.75% 86.3% 83 16.87%
CCPM
3617
Cooper Creek Partners Management
New York
$93.4M -$5.69M -6% 1.05% 56.1% 37 48.65%
PCM
3618
Perkins Capital Management
Minnesota
$93.2M +$3.31M +4% 10% 303% 132 17.42%
GIM
3619
Guardian Investment Management
California
$93.2M +$3.05M +3% 8.96% 89.7% 56 7.14%
BCM
3620
Billings Capital Management
Virginia
$92.9M 9.94% 12
ETM
3621
Euclidean Technologies Management
Washington
$92.8M -$2.79M -3% 0.29% 124% 59 15.25%
LA
3622
Lau Associates
Delaware
$92.8M +$7.74M +9% 6.78% 44.5% 70 7.14%
SIAM
3623
Sterling Investment Advisors (Missouri)
Missouri
$92.7M +$5.22M +6% 1.18% 37.8% 29 0%
TCM
3624
Towercrest Capital Management
Pennsylvania
$92.6M +$1.88M +2% 2.09% 31.4% 23 4.35%
SST
3625
S Squared Technology
New York
$92.6M +$6.87M +8% 10.9% 138% 51 11.76%