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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
DCM
5476
Dudley Capital Management
Virginia
$149M +$1.58M +1% 6.85% 110% 129 13.18%
GCM
5477
Garland Capital Management
Washington
$149M +$1.49M +1% 0.65% 55.7% 36 5.56%
MFG
5478
Monumental Financial Group
Maryland
$149M +$8.88M +6% 4.64% 18.2% 93 67.74%
MWA
5479
Moser Wealth Advisors
Washington
$149M 8.25% 127
BI
5480
Berkeley Inc
Idaho
$148M +$10.7M +8% 4.22% 40.9% 79 2.53%
CB
5481
Centennial Bank
Arkansas
$148M -$4.87M -3% 5.15% 69.9% 327 6.73%
RWA
5482
Rooted Wealth Advisors
Illinois
$148M +$13.5M +10% 4.28% 50.8% 104 38.46%
CP
5483
CPV Partners
Connecticut
$148M +$26.2M +21% 32.8% 105% 6 0%
HIP
5484
Hatteras Investment Partners
North Carolina
$148M 66.7% 1
MWA
5485
Miller Wealth Advisors
Colorado
$148M +$128M +620% 14.6% 117% 79 24.05%
GL
5486
Gemsstock Ltd
United Kingdom
$148M +$56.7M +62% 24.7% 149% 10 60%
LP
5487
Lexington Partners
New York
$148M -$7.95M -5% 4.41% 1.27% 7 28.57%
BWLSA
5488
Blue Water Life Science Advisors
California
$148M -$3.08M -2% 6.71% 503% 9 33.33%
FZCM
5489
Flynn Zito Capital Management
New York
$148M +$10.4M +8% 5.61% 97.3% 78 10.26%
FAM
5490
Family Asset Management
South Carolina
$148M +$11.2M +8% 4.79% 196 14.29%
EWG
5491
Executive Wealth Group
Washington
$148M +$6.8M +5% 4.56% 14.9% 47 4.26%
LFA
5492
LifeGuide Financial Advisors
Pennsylvania
$148M +$23.7M +19% 1.1% 31% 35 11.43%
TCFP
5493
Treasure Coast Financial Planning
Florida
$148M +$4.91M +3% 1.38% 32.6% 41 21.95%
DAM
5494
Derbend Asset Management
Georgia
$148M +$14.4M +11% 6.98% 23.9% 85 15.29%
FWA
5495
FOCUS Wealth Advisors
Texas
$148M -$4.41M -3% 3.62% 63.8% 70 31.43%
PSIWM
5496
Paradigm Strategies in Wealth Management
Minnesota
$148M +$20.7M +16% 3.23% 37.9% 45 6.67%
BHBT
5497
Burke & Herbert Bank & Trust
Virginia
$148M +$11.6M +9% 3.39% 67.8% 140 11.43%
GB
5498
Gunma Bank
Japan
$148M -$79.7M -35% 0.37% 24.5% 40 37.5%
GSB
5499
Greenfield Savings Bank
Massachusetts
$148M -$6.16M -4% 6.52% 97.3% 146 15.75%
ACP
5500
Acuta Capital Partners
California
$148M +$11.9M +9% 25.8% 7,269% 48 54.17%