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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
HFCII
6276
H&F Corporate Investors IX
California
$133M +$2.5M +2% 1.91% 53.7% 1 0%
LFA
6277
Longview Financial Advisors
Alabama
$133M +$8.79M +7% 5.66% 44 11.36%
BG
6278
BRX Global
New York
$133M +$25.1M +23% 13.2% 80.7% 5 0%
SMF
6279
Sterling Manor Financial
New York
$133M +$15M +13% 7.21% 42.4% 29 34.48%
WAG
6280
Wallace Advisory Group
California
$133M +$5.44M +4% 8.56% 43.5% 192 25.52%
FDDB
6281
Fidelity D&D Bancorp
Pennsylvania
$133M +$4.48M +3% 5.23% 111 13.51%
ASM
6282
AI-Squared Management
Hong Kong
$133M +$54.6M +70% 4.41% 24 58.33%
PS
6283
Pennant Select
New Jersey
$133M +$27.6M +26% 11.3% 10 30%
CL
6284
CRCM LP
California
$133M 40.1% 6
BW
6285
Basepoint Wealth
Iowa
$133M +$8.41M +7% 9.41% 109% 121 20.66%
XI
6286
XXEC Inc
Oklahoma
$133M +$5.82M +5% 5.01% 24.2% 24 8.33%
BHBT
6287
Burke & Herbert Bank & Trust
Virginia
$133M -$6.37M -5% 7.37% 52.7% 131 14.5%
CI
6288
Carroll Investors
South Carolina
$133M +$12.3M +10% 13% 173% 25 16%
SCM
6289
Spring Capital Management
Texas
$133M +$5.26M +4% 9.84% 62.6% 33 18.18%
SCM
6290
Sheridan Capital Management
California
$133M +$8.74M +7% 6.2% 27 14.81%
PIP
6291
PB Investment Partners
California
$133M +$4.57M +4% 18.4% 73.3% 8 0%
MCM
6292
Mork Capital Management
California
$133M -$30M -18% 6.65% 45.7% 133 20.3%
BCM
6293
BluePath Capital Management
Georgia
$133M +$15.1M +13% 7.58% 101% 123 15.45%
LF
6294
LifeSteps Financial
California
$133M +$19.8M +18% 10.7% 88% 441 81.41%
WG
6295
Wealth Group
North Carolina
$132M 9.06% 148
NMG
6296
New Millennium Group
Utah
$132M +$19.4M +17% 16.9% 176% 433 86.84%
PWA
6297
Pillar Wealth Advisors
Pennsylvania
$132M +$2.63M +2% 5.5% 21.9% 74 9.46%
HWMC
6298
Heritage Wealth Management (California)
California
$132M +$7.4M +6% 5.8% 121 9.92%
CWP
6299
Core Wealth Partners
California
$132M +$10.3M +8% 4.84% 63.8% 139 15.11%
CA
6300
Crossingbridge Advisors
New York
$132M 0.05% 54