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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 Avg Holding
Period (Yrs)
Burke & Herbert Bank & Trust
5501
Burke & Herbert Bank & Trust
Virginia
$148M +$11.6M +9% 3.39% 67.8% 140 11.43% 7.1
Gunma Bank
5502
Gunma Bank
Japan
$148M -$79.7M -35% 0.37% 24.5% 40 37.5% 1.6
Greenfield Savings Bank
5503
Greenfield Savings Bank
Massachusetts
$148M -$6.16M -4% 6.52% 108% 146 15.75% 0.8
Acuta Capital Partners
5504
Acuta Capital Partners
California
$148M +$11.9M +9% 25.8% 7,269% 48 54.17% 1
Pinion Investment Advisors
5505
Pinion Investment Advisors
Kansas
$148M +$40.9M +38% 5.62% 75.4% 162 27.78% 2.3
Tower View Wealth Management
5506
Tower View Wealth Management
Wisconsin
$147M -$1.35M -0.9% 9.95% 135% 197 26.4% 2.6
Coulter & Justus Financial Services
5507
Coulter & Justus Financial Services
Tennessee
$147M -$5.92M -4% 2.66% – 50 16% 0.8
Henrickson Nauta Wealth Advisors
5508
Henrickson Nauta Wealth Advisors
Michigan
$147M +$8.46M +6% 4.18% 61.6% 61 8.2% 1.1
EPIQ Partners
5509
EPIQ Partners
Minnesota
$147M +$2.32M +2% 4.09% 49.6% 80 7.5% 2.5
Virtus Investment Advisers
5510
Virtus Investment Advisers
Connecticut
$147M +$4.45M +3% 4.99% 172% 303 24.42% 0.6
Interactive Financial Advisors
5511
Interactive Financial Advisors
Illinois
$147M -$8.77M -6% 3.55% 47.6% 85 11.76% 6.1
Prairie Sky Financial Group
5512
Prairie Sky Financial Group
Illinois
$147M – – 8.42% – 79 – 0
Omnia Family Wealth
5513
Omnia Family Wealth
Florida
$147M +$17.2M +13% 5.89% 80.6% 70 14.29% 4.4
Warther Private Wealth
5514
Warther Private Wealth
Ohio
$147M +$15.8M +12% 9.54% 94.1% 73 23.29% 1.4
MQS Management
5515
MQS Management
New York
$147M -$8.73M -6% 0.35% 6.42% 635 79.53% 0.1
FCFC
5516
First Citizens Financial Corp
Iowa
$147M – – 5.65% 72.9% 112 – 2.4
Solano Wealth Management
5517
Solano Wealth Management
California
$147M +$10.1M +7% 6.68% – 24 4.17% 0.2
Naman Capital
5518
Naman Capital
Brazil
$147M +$25.2M +21% 25.6% 89.9% 11 0% 3.2
JKSF
5519
John & Kathleen Schreiber Foundation
Illinois
$147M +$15.8M +12% 6.35% 30.8% 4 0% 1.3
Choice Wealth Advisors
5520
Choice Wealth Advisors
Maine
$147M +$9.43M +7% 7.13% 60.3% 24 8.33% 0.9
Muzinich & Co
5521
Muzinich & Co
New York
$147M +$9.32M +7% 4.08% 13.5% 80 48.75% 3.5
William Marsh Rice University
5522
William Marsh Rice University
Texas
$147M -$3.47M -2% 0.27% 1.81% 8 37.5% 2.3
McCarthy Asset Management
5523
McCarthy Asset Management
California
$147M -$376K -0.3% 3.88% – 37 8.11% 2
Western Financial Corp
5524
Western Financial Corp
California
$147M +$6.29M +4% 9.83% 275% 119 15.97% 1.1
Acorn Wealth Advisors
5525
Acorn Wealth Advisors
Michigan
$147M +$11.2M +8% 4.53% 58.8% 180 11.67% 3