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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)
Ewing Morris & Co Investment Partners
5876
Ewing Morris & Co Investment Partners
Ontario, Canada
$124M -$5.59M -4% 2.45% 63.5% 33 30.3% 0.7
Burke & Herbert Bank & Trust
5877
Burke & Herbert Bank & Trust
Virginia
$124M -$24M -16% 5.63% 67.8% 132 12.88% 7.9
Nan Fung Group Holdings
5878
Nan Fung Group Holdings
Hong Kong
$123M -$33M -21% 14% 281% 44 13.64% 1.5
Syntax Research
5879
Syntax Research
Florida
$123M – – 4.88% 42.9% 178 – 0
Briaud Financial Planning
5880
Briaud Financial Planning
Texas
$123M +$17.6M +17% 4% 113% 178 88.2% 0.3
Destiny Capital Securities
5881
Destiny Capital Securities
Colorado
$123M – – 3.45% – 55 – 0
Bullseye Investment Management
5882
Bullseye Investment Management
Ohio
$123M -$14.3M -10% 0.56% 36.2% 53 62.26% 0.5
CarsonAllaria Wealth Management
5883
CarsonAllaria Wealth Management
Illinois
$123M -$3.98M -3% 3.78% 51.7% 420 21.19% 1.4
Wolff Wiese Magana
5884
Wolff Wiese Magana
California
$123M -$6.56M -5% 3.95% 149% 862 13.81% 1.9
Tikehau Investment Management
5885
Tikehau Investment Management
France
$123M -$46.4M -27% 3.56% 102% 17 17.65% 2.3
Archvest Wealth Advisors
5886
Archvest Wealth Advisors
California
$123M +$917K +0.8% 3.32% 47.8% 52 11.54% 1.3
Cook & Bynum Capital Management
5887
Cook & Bynum Capital Management
Alabama
$123M -$1.63M -1% 1.22% 46.8% 5 0% 6.2
Lakewood Asset Management
5888
Lakewood Asset Management
Illinois
$123M -$4.43M -3% 0.77% 69.3% 116 5.17% 0.7
LCM Capital Management
5889
LCM Capital Management
Illinois
$123M -$556K -0.5% 4.07% 128% 91 7.69% 2.3
Basepoint Wealth
5890
Basepoint Wealth
Iowa
$123M +$1.61M +1% 1.82% 113% 100 5% 1.4
New Republic Capital
5891
New Republic Capital
North Carolina
$123M -$21.5M -15% 3.53% 91.4% 260 28.85% 0.6
Sebold Capital Management
5892
Sebold Capital Management
Illinois
$122M -$2.93M -2% 3.87% – 70 8.57% 0.7
Financial Futures
5893
Financial Futures
New Jersey
$122M -$4.15M -3% 2.9% 48.5% 55 14.55% 1.2
Hudson Canyon Capital Management
5894
Hudson Canyon Capital Management
New York
$122M -$4.56M -4% 2.61% 160% 58 12.07% 2.2
Cassia Capital Partners
5895
Cassia Capital Partners
North Carolina
$122M -$4.64M -4% 2.09% 55% 61 3.28% 1.2
Western Pacific Wealth Management
5896
Western Pacific Wealth Management
Illinois
$122M -$10.2M -8% 8.03% 91.4% 287 7.32% 1.3
Mendel Capital Management
5897
Mendel Capital Management
Arkansas
$122M -$3.25M -3% 3.65% – 93 5.38% 1.3
Beaumont Asset Management
5898
Beaumont Asset Management
Texas
$122M -$10.1M -8% 3.51% 73.1% 72 20.83% 2.3
W Advisors LLC
5899
W Advisors LLC
Tennessee
$122M -$5.96M -5% 4.16% 73.8% 108 12.96% 1.4
Tower Wealth Partners
5900
Tower Wealth Partners
Pennsylvania
$122M -$3.08M -2% 2.72% 53.7% 51 7.84% 2