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
4301
Burke & Herbert Bank & Trust
Virginia
$113M -$659K -0.6% 129
SPL
4302
Smart Portfolios LLC
Washington
$113M +$2.7M +2% 53
FDS
4303
First Dallas Securities
Texas
$113M -$1.54M -1% 93
BRC
4304
Bell Rock Capital
Delaware
$113M -$1.11M -1% 396
BAM
4305
Baldrige Asset Management
Pennsylvania
$113M +$4.26M +4% 84
HFP
4306
Holistic Financial Partners
Indiana
$113M +$12.4M +12% 104
DC
4307
Defender Capital
North Carolina
$113M -$10.9M -9% 18
CA
4308
Claro Advisors
Massachusetts
$113M +$4.35M +4% 171
GIM
4309
Guardian Investment Management
California
$113M -$2.38M -2% 60
SCP
4310
Stamos Capital Partners
California
$112M +$12.5M +13% 57
EI
4311
EDMP Inc
Florida
$112M +$3.29M +3% 54
HFA
4312
Hoover Financial Advisors
Pennsylvania
$112M +$3.62M +3% 65
LFS
4313
Legacy Financial Strategies
Kansas
$112M +$5.2M +5% 64
GU
4314
Georgetown University
District of Columbia
$112M 8
NCM
4315
Northstar Capital Management
New York
$112M -$269K -0.2% 90
WA
4316
Wilshire Advisors
California
$112M -$927K -0.8% 26
LFGH
4317
Lee Financial Group Hawaii
Hawaii
$112M -$4.91M -4% 30
PWA
4318
Providence Wealth Advisors
Illinois
$112M +$4.55M +4% 87
RFO
4319
RiverGlades Family Offices
Florida
$112M -$25K -0% 66
RWM
4320
Reston Wealth Management
Virginia
$112M -$15.4M -12% 55
ARM
4321
Adirondack Research & Management
New York
$112M -$24.2M -18% 107
MPPLM
4322
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$112M +$4M +4% 100
EM
4323
Excalibur Management
Massachusetts
$111M +$2.9M +3% 65
EM
4324
Endicott Management
New York
$111M -$689K -0.6% 7
BFA
4325
Brendel Financial Advisors
New Hampshire
$111M +$7.97M +8% 90