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
3501
Burke & Herbert Bank & Trust
Virginia
$422M -$8.3M -2% 234
CMI
3502
Clare Market Investments
Texas
$421M +$39.8M +10% 171
BPIM
3503
Brant Point Investment Management
New York
$421M -$17.4M -4% 110
TCM
3504
Towneley Capital Management
California
$421M -$20.5M -5% 49
BEP
3505
Bluescape Energy Partners
Texas
$421M -$17.3M -4% 5
LMGAM
3506
Liberty Mutual Group Asset Management
Massachusetts
$420M -$240M -36% 55
CRWM
3507
Castle Rock Wealth Management
California
$420M +$752K +0.2% 262
OHWA
3508
Oak Hill Wealth Advisors
Virginia
$420M 136
MC
3509
Miramar Capital
Illinois
$419M -$9M -2% 61
DWA
3510
Dorsey Wright & Associates
California
$419M -$3.67M -0.9% 150
5VM
3511
5AM Venture Management
California
$419M -$65M -13% 32
GPC
3512
Gallatin Point Capital
Connecticut
$418M 2
AF
3513
Affiance Financial
Minnesota
$418M +$6.1M +1% 105
FSG
3514
Financial Strategies Group
Michigan
$418M -$8.8M -2% 97
BWP
3515
Bernardo Wealth Planning
Pennsylvania
$418M +$5.52M +1% 117
LRWA
3516
Long Run Wealth Advisors
New York
$417M -$7.55M -2% 111
MWP
3517
MYCIO Wealth Partners
Pennsylvania
$417M -$18.7M -4% 50
AWM
3518
Arista Wealth Management
Nevada
$417M +$670K +0.2% 73
PCA
3519
Peddock Capital Advisors
Massachusetts
$417M +$1.23M +0.3% 168
KHLMTHM
3520
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$417M +$18.9M +5% 69
RAM
3521
RJA Asset Management
Connecticut
$416M +$21.4M +5% 4
RC
3522
Reik & Co
New York
$416M -$4.35M -1% 57
ACP
3523
Albar Capital Partners
United Kingdom
$416M 23
LCG
3524
Lisanti Capital Growth
New York
$416M +$20.8M +5% 141
IIM
3525
Ipswich Investment Management
Massachusetts
$416M -$16.2M -4% 199