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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
BW
6376
Basepoint Wealth
Iowa
$133M +$8.41M +7% 9.41% 113% 121 20.66%
XI
6377
XXEC Inc
Oklahoma
$133M +$5.82M +5% 5.01% 19.3% 24 8.33%
BHBT
6378
Burke & Herbert Bank & Trust
Virginia
$133M -$6.37M -5% 7.37% 67.8% 131 14.5%
CI
6379
Carroll Investors
South Carolina
$133M +$12.3M +10% 13% 241% 25 16%
SCM
6380
Spring Capital Management
Texas
$133M +$5.26M +4% 9.84% 62.6% 33 18.18%
SCM
6381
Sheridan Capital Management
California
$133M +$8.74M +7% 6.2% 27 14.81%
PIP
6382
PB Investment Partners
California
$133M +$4.57M +4% 18.4% 81.1% 8 0%
MCM
6383
Mork Capital Management
California
$133M -$30M -18% 6.65% 61.9% 133 20.3%
BCM
6384
BluePath Capital Management
Georgia
$133M +$15.1M +13% 7.58% 101% 123 15.45%
LF
6385
LifeSteps Financial
California
$133M +$19.8M +18% 10.7% 88% 441 81.41%
WG
6386
Wealth Group
North Carolina
$132M 9.06% 148
NMG
6387
New Millennium Group
Utah
$132M +$19.4M +17% 16.9% 176% 433 86.84%
PWA
6388
Pillar Wealth Advisors
Pennsylvania
$132M +$2.63M +2% 5.5% 21.9% 74 9.46%
HWMC
6389
Heritage Wealth Management (California)
California
$132M +$7.4M +6% 5.8% 121 9.92%
CWP
6390
Core Wealth Partners
California
$132M +$10.3M +8% 4.84% 63.8% 139 15.11%
CA
6391
Crossingbridge Advisors
New York
$132M 0.05% 54
FB
6392
First Bancorp
Maine
$132M +$5.53M +4% 5.95% 73.8% 120 5.83%
AI
6393
Anchor IV
Singapore
$132M -$4.83M -4% 3.53% 1 0%
NAMNJ
6394
NorthStar Asset Management (New Jersey)
New Jersey
$132M +$22.5M +21% 13.9% 82 12.2%
GCL
6395
Gouws Capital LLC
North Carolina
$132M +$9.14M +7% 10.7% 114% 45 2.22%
SMA
6396
Seven Mile Advisory
New Jersey
$132M +$16.5M +14% 15.2% 131% 162 9.88%
ACA
6397
Apis Capital Advisors
New York
$132M +$36.4M +38% 32.4% 1,532% 38 34.21%
CPCP
6398
Cedar Point Capital Partners
Iowa
$132M +$10.9M +9% 5.52% 54 7.41%
BC
6399
Bridgefront Capital
Texas
$132M -$856K -0.6% 6.87% 52.1% 591 81.22%
CWI
6400
Conscious Wealth Investments
Florida
$132M +$6.15M +5% 8.5% 54 18.52%