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
BHBT
3351
Burke & Herbert Bank & Trust
Virginia
$411M +$279M +210% 234
AC
3352
AlphaCore Capital
California
$411M +$35.3M +9% 217
TWP
3353
Tyche Wealth Partners
Texas
$411M +$2.32M +0.6% 298
RRA
3354
Round Rock Advisors
Connecticut
$411M -$6.73M -2% 193
ETS
3355
ESL Trust Services
New York
$411M +$28.6M +7% 270
EDRIA
3356
Edmonds Duncan Registered Investment Advisors
Kansas
$410M +$11.7M +3% 142
RA
3357
Riversedge Advisors
Delaware
$410M +$4.41M +1% 95
IP
3358
Ignite Planners
California
$410M +$52.9M +15% 308
LA
3359
LexAurum Advisors
Kansas
$410M +$12M +3% 319
VS
3360
VK Services
California
$410M -$139M -25% 7
MWM
3361
MinichMacGregor Wealth Management
New York
$410M +$17.8M +5% 114
MSA
3362
Marino Stram & Associates
Massachusetts
$409M -$13.1M -3% 171
PPC
3363
Park Presidio Capital
California
$409M -$30.5M -7% 11
WCM
3364
Wildcat Capital Management
New York
$409M +$133M +48% 20
KC
3365
Keenan Capital
California
$408M +$18M +5% 10
ODG
3366
O'Dell Group
Ohio
$408M $0 0% 90
SHFA
3367
SC&H Financial Advisors
Maryland
$408M +$23.9M +6% 147
AA
3368
Ashford Advisors
New York
$407M +$11.2M +3% 15
CLC
3369
Charles-Lim Capital
Hong Kong
$407M +$107M +36% 8
PWM
3370
PBMares Wealth Management
Virginia
$407M +$23.4M +6% 188
SI
3371
Squadra Investments
Brazil
$407M -$113M -22% 4
CWM
3372
Cranbrook Wealth Management
Michigan
$406M +$11.1M +3% 317
FCA
3373
FLC Capital Advisors
California
$406M +$10.6M +3% 173
JSC
3374
Jackson Square Capital
California
$406M +$18M +5% 149
CWM
3375
CMH Wealth Management
New Hampshire
$406M +$12.7M +3% 51