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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
5426
Burke & Herbert Bank & Trust
Virginia
$148M +$11.6M +9% 3.39% 52.7% 140 11.43%
GB
5427
Gunma Bank
Japan
$148M -$79.7M -35% 0.37% 24.5% 40 37.5%
GSB
5428
Greenfield Savings Bank
Massachusetts
$148M -$6.16M -4% 6.52% 97.3% 146 15.75%
ACP
5429
Acuta Capital Partners
California
$148M +$11.9M +9% 25.8% 7,472% 48 54.17%
PIA
5430
Pinion Investment Advisors
Kansas
$148M +$40.9M +38% 5.62% 61.8% 162 27.78%
TVWM
5431
Tower View Wealth Management
Wisconsin
$147M -$1.35M -0.9% 9.95% 132% 197 26.4%
CJFS
5432
Coulter & Justus Financial Services
Tennessee
$147M -$5.92M -4% 2.66% 50 16%
HNWA
5433
Henrickson Nauta Wealth Advisors
Michigan
$147M +$8.46M +6% 4.18% 61.6% 61 8.2%
EP
5434
EPIQ Partners
Minnesota
$147M +$2.32M +2% 4.09% 44.3% 80 7.5%
VIA
5435
Virtus Investment Advisers
Connecticut
$147M +$4.45M +3% 4.99% 131% 303 24.42%
IFA
5436
Interactive Financial Advisors
Illinois
$147M -$8.77M -6% 3.55% 37.7% 85 11.76%
PSFG
5437
Prairie Sky Financial Group
Illinois
$147M 8.42% 79
OFW
5438
Omnia Family Wealth
Florida
$147M +$17.2M +13% 5.89% 80.6% 70 14.29%
WPW
5439
Warther Private Wealth
Ohio
$147M +$15.8M +12% 9.54% 88.4% 73 23.29%
MM
5440
MQS Management
New York
$147M -$8.73M -6% 0.35% 9.76% 635 79.53%
FCFC
5441
First Citizens Financial Corp
Iowa
$147M 5.65% 68.1% 112
SWM
5442
Solano Wealth Management
California
$147M +$10.1M +7% 6.68% 24 4.17%
NC
5443
Naman Capital
Brazil
$147M +$25.2M +21% 25.6% 106% 11 0%
JKSF
5444
John & Kathleen Schreiber Foundation
Illinois
$147M +$15.8M +12% 6.35% 36.3% 4 0%
CWA
5445
Choice Wealth Advisors
Maine
$147M +$9.43M +7% 7.13% 52.3% 24 8.33%
MC
5446
Muzinich & Co
New York
$147M +$9.32M +7% 4.08% 9.67% 80 48.75%
WMRU
5447
William Marsh Rice University
Texas
$147M -$3.47M -2% 0.27% 4.44% 8 37.5%
MAM
5448
McCarthy Asset Management
California
$147M -$376K -0.3% 3.88% 40.1% 37 8.11%
WFC
5449
Western Financial Corp
California
$147M +$6.29M +4% 9.83% 260% 119 15.97%
AWA
5450
Acorn Wealth Advisors
Michigan
$147M +$11.2M +8% 4.53% 42.9% 180 11.67%