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
5276
Burke & Herbert Bank & Trust
Virginia
$134M +$13.7M +11% 135
MA
5277
Minerva Advisors
Pennsylvania
$134M +$2.36M +2% 68
CIG
5278
Cairn Investment Group
Washington
$134M +$10.6M +9% 77
GIS
5279
Grayhawk Investment Strategies
Alberta, Canada
$134M -$13.2M -9% 157
GCA
5280
Genesee Capital Advisors
New York
$134M +$2.84M +2% 94
PL
5281
Polianta Ltd
Jersey
$134M +$12.3M +10% 94
OCP
5282
Oakcliff Capital Partners
New York
$134M +$15.1M +13% 10
PPL
5283
PATRIZIA Pty Ltd
Australia
$134M 16
TCFP
5284
Treasure Coast Financial Planning
Florida
$134M +$9.43M +8% 39
LFWA
5285
LBJ Family Wealth Advisors
Texas
$134M +$10.1M +8% 23
DWM
5286
Denver Wealth Management
Colorado
$134M +$28.4M +27% 72
SFG
5287
Sowa Financial Group
Rhode Island
$134M +$7.35M +6% 37
RA
5288
Rockingstone Advisors
Massachusetts
$134M 100
ML
5289
Mayport LLC
Massachusetts
$134M +$11M +9% 59
DSCM
5290
Divisadero Street Capital Management
Florida
$134M +$43.5M +48% 62
MI
5291
Moneywise Inc
Virginia
$134M +$11.2M +9% 52
FNBOSM
5292
First National Bank of South Miami
Florida
$134M +$4.52M +3% 281
MAS
5293
Madden Advisory Services
Florida
$134M +$8.52M +7% 80
WPW
5294
Warther Private Wealth
Ohio
$134M +$7.2M +6% 89
JPLA
5295
Joseph P. Lucia & Associates
New York
$134M +$6.17M +5% 117
HWM
5296
Hassell Wealth Management
Louisiana
$133M 21
SAM
5297
Seelaus Asset Management
New Jersey
$133M +$7.48M +6% 238
TC
5298
Tacita Capital
Ontario, Canada
$133M +$4.36M +3% 204
BSI
5299
Bennett Selby Investments
Maine
$133M +$8.24M +7% 58
LA
5300
Latitude Advisors
Florida
$133M +$12.3M +10% 171