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
4851
Burke & Herbert Bank & Trust
Virginia
$141M +$14M +11% 141
WW
4852
Waterfront Wealth
Kansas
$141M 141
LWMG
4853
Levy Wealth Management Group
Pennsylvania
$141M 62
BSG
4854
Black Swift Group
Colorado
$141M +$28.8M +26% 188
SIM
4855
Sterling Investment Management
Arizona
$141M +$7.1M +5% 64
BIP
4856
Bouvel Investment Partners
Pennsylvania
$141M 77
FFC
4857
Fure Financial Corporation
Minnesota
$141M +$5.43M +4% 89
CC
4858
Constitution Capital
Connecticut
$141M 57
RPG
4859
Resource Planning Group
Georgia
$141M +$8.84M +7% 62
AFA
4860
Alta Fundamental Advisers
New York
$141M +$45.4M +48% 26
APWM
4861
Atlas Private Wealth Management
New York
$140M +$12.7M +10% 425
LC
4862
Lavaca Capital
Texas
$140M -$77.5M -36% 116
BA
4863
Baugh & Associates
Georgia
$140M +$12.8M +10% 41
SG
4864
Sourcerock Group
Colorado
$140M 16
ACM
4865
AUA Capital Management
Pennsylvania
$140M +$20.1M +17% 378
GPFA
4866
Game Plan Financial Advisors
Ohio
$140M +$40.3M +40% 93
TL
4867
TowerView LLC
New York
$140M +$9.71M +7% 22
MAM
4868
Must Asset Management
South Korea
$140M 31
SAM
4869
Scion Asset Management
California
$140M -$14.3M -9% 41
CIA
4870
Citadel Investment Advisory
Ohio
$140M 72
UBG
4871
United Bank (Georgia)
Georgia
$140M +$20M +17% 81
TLCM
4872
Twin Lakes Capital Management
California
$140M 76
MI
4873
Moneywise Inc
Virginia
$140M +$13.9M +11% 48
BAM
4874
Banta Asset Management
California
$140M 12
IIA
4875
ICW Investment Advisors
Arizona
$140M +$6.24M +5% 128