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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
MAP
5501
Milestone Advisory Partners
North Carolina
$134M +$1.09M +0.8% 8.29% 19.7% 78 23.08%
BHBT
5502
Burke & Herbert Bank & Trust
Virginia
$134M +$13.7M +11% 11.8% 67.8% 135 8.89%
MA
5503
Minerva Advisors
Pennsylvania
$134M +$2.36M +2% 4.42% 166% 68 5.88%
CIG
5504
Cairn Investment Group
Washington
$134M +$10.6M +9% 10.6% 61.3% 77 15.58%
GIS
5505
Grayhawk Investment Strategies
Alberta, Canada
$134M -$13.2M -9% 11.8% 20.3% 157 22.29%
GCA
5506
Genesee Capital Advisors
New York
$134M +$2.84M +2% 8.6% 101% 94 26.6%
PL
5507
Polianta Ltd
Jersey
$134M +$12.3M +10% 10.1% 31.6% 94 52.13%
OCP
5508
Oakcliff Capital Partners
New York
$134M +$15.1M +13% 15.3% 133% 10 30%
PPL
5509
PATRIZIA Pty Ltd
Australia
$134M 12.3% 16
TCFP
5510
Treasure Coast Financial Planning
Florida
$134M +$9.43M +8% 7.23% 32.6% 39 20.51%
LFWA
5511
LBJ Family Wealth Advisors
Texas
$134M +$10.1M +8% 7.68% 59% 23 4.35%
DWM
5512
Denver Wealth Management
Colorado
$134M +$28.4M +27% 6.26% 64.4% 72 30.56%
SFG
5513
Sowa Financial Group
Rhode Island
$134M +$7.35M +6% 6.66% 77.7% 37 10.81%
RA
5514
Rockingstone Advisors
Massachusetts
$134M 10.8% 101% 100
ML
5515
Mayport LLC
Massachusetts
$134M +$11M +9% 5.45% 57% 59 13.56%
MC
5516
Muzinich & Co
New York
$134M +$17.1M +15% 8.46% 9.67% 57 35.09%
IWP
5517
Insight Wealth Partners
Texas
$134M +$27.7M +26% 9.59% 63.2% 66 22.73%
DSCM
5518
Divisadero Street Capital Management
Florida
$134M +$43.5M +48% 27.6% 718% 62 64.52%
MI
5519
Moneywise Inc
Virginia
$134M +$11.2M +9% 7.37% 58% 52 15.38%
FNBOSM
5520
First National Bank of South Miami
Florida
$134M +$4.52M +3% 9.17% 35.2% 281 6.05%
MAS
5521
Madden Advisory Services
Florida
$134M +$8.52M +7% 7.14% 52.3% 80 7.5%
LBWM
5522
Left Brain Wealth Management
Illinois
$134M 12.2% 357% 67
WPW
5523
Warther Private Wealth
Ohio
$134M +$7.2M +6% 10.4% 94.1% 89 21.35%
JPLA
5524
Joseph P. Lucia & Associates
New York
$134M +$6.17M +5% 6.12% 74.3% 117 11.11%
HWM
5525
Hassell Wealth Management
Louisiana
$133M 8.62% 46.3% 21