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
SIM
5001
Sterling Investment Management
Arizona
$146M +$5.22M +4% 4.39% 44.1% 61 11.48%
ACM
5002
Arrow Capital Management
New York
$146M -$110M -43% 7% 22 40.91%
IF
5003
Insight Folios
North Carolina
$146M +$11.4M +8% 15.8% 32.9% 39 5.13%
VFIC
5004
Valley Forge Investment Consultants
Pennsylvania
$146M +$31.1M +27% 6.82% 51.3% 71 12.68%
BHBT
5005
Burke & Herbert Bank & Trust
Virginia
$146M +$4.86M +3% 8.79% 52.7% 145 6.21%
DWMG
5006
DB Wealth Management Group
California
$146M +$10.3M +8% 5.49% 19% 397 13.6%
CBT
5007
CoreFirst Bank & Trust
Kansas
$146M +$10.7M +8% 6.41% 53.4% 457 9.19%
WWM
5008
Wiser Wealth Management
Georgia
$146M +$12.2M +9% 3.06% 46.7% 29 6.9%
IIA
5009
ICW Investment Advisors
Arizona
$146M +$5.82M +4% 3.6% 45.3% 129 3.88%
BU
5010
Brown University
Rhode Island
$146M +$7.33M +5% 4.15% 7.69% 8 50%
PPWM
5011
PFG Private Wealth Management
Florida
$145M +$14.9M +11% 1.62% 48.3% 66 37.88%
SP
5012
SWS Partners
Ohio
$145M -$79.1M -35% 6.39% 75.1% 121 38.84%
BFG
5013
Baron Financial Group
New Jersey
$145M +$20M +16% 3.89% 52.1% 256 5.86%
HFS
5014
HBC Financial Services
Washington
$145M +$16.1M +12% 6.46% 12.6% 212 29.25%
AIA
5015
Arrow Investment Advisors
Maryland
$145M +$3.69M +3% 6.46% 29.6% 68 26.47%
LM
5016
Lasry Marc
$145M -$118M -45% 4.58% 14.8% 8 37.5%
HP
5017
Harvey Partners
New York
$145M +$946K +0.7% 19.4% 124% 53 37.74%
WC
5018
Westhampton Capital
North Carolina
$145M +$10.7M +8% 5.94% 95.6% 111 9.01%
BMC
5019
Beaton Management Company
Massachusetts
$145M +$9.35M +7% 7.64% 79.9% 129 2.33%
DMPV
5020
Delphi Management Partners VIII
California
$145M -$7.34M -5% 24.3% 5 0%
CAM
5021
Costello Asset Management
Pennsylvania
$145M +$12.5M +9% 6.5% 55% 266 13.91%
TCM
5022
Tandem Capital Management
New Jersey
$145M +$11.6M +9% 7.47% 83.8% 87 12.64%
CB
5023
CNB Bank
Pennsylvania
$145M +$12.1M +9% 6.33% 79.1% 450 17.56%
TWP
5024
Treybourne Wealth Planners
Indiana
$144M +$5.46M +4% 6.63% 47 19.15%
CCM
5025
Cox Capital Management
Massachusetts
$144M +$13.1M +10% 6.88% 95.3% 89 11.24%