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
XSC
5351
X-Square Capital
Puerto Rico
$149M -$20.7M -12% 166
CCIA
5352
Cherry Creek Investment Advisors
Colorado
$149M +$12.3M +9% 99
DCM
5353
Dudley Capital Management
Virginia
$149M +$6.35M +4% 115
GCM
5354
Garland Capital Management
Washington
$149M +$1.49M +1% 36
MFG
5355
Monumental Financial Group
Maryland
$149M +$8.88M +6% 93
MWA
5356
Moser Wealth Advisors
Washington
$149M 127
BI
5357
Berkeley Inc
Idaho
$148M +$10.7M +8% 79
CB
5358
Centennial Bank
Arkansas
$148M -$4.87M -3% 327
RWA
5359
Rooted Wealth Advisors
Illinois
$148M +$13.5M +10% 104
CP
5360
CPV Partners
Connecticut
$148M +$26.2M +21% 6
HIP
5361
Hatteras Investment Partners
North Carolina
$148M 1
MWA
5362
Miller Wealth Advisors
Colorado
$148M +$128M +620% 79
GL
5363
Gemsstock Ltd
United Kingdom
$148M +$56.7M +62% 10
TI
5364
TTP Investments
California
$148M +$24.1M +19% 45
LP
5365
Lexington Partners
New York
$148M -$7.95M -5% 7
BWLSA
5366
Blue Water Life Science Advisors
California
$148M -$3.08M -2% 9
FZCM
5367
Flynn Zito Capital Management
New York
$148M +$10.4M +8% 78
FAM
5368
Family Asset Management
South Carolina
$148M +$11.2M +8% 196
EWG
5369
Executive Wealth Group
Washington
$148M +$6.8M +5% 47
LFA
5370
LifeGuide Financial Advisors
Pennsylvania
$148M +$23.7M +19% 35
TCFP
5371
Treasure Coast Financial Planning
Florida
$148M +$4.91M +3% 41
DAM
5372
Derbend Asset Management
Georgia
$148M +$14.4M +11% 85
FWA
5373
FOCUS Wealth Advisors
Texas
$148M -$4.41M -3% 70
PSIWM
5374
Paradigm Strategies in Wealth Management
Minnesota
$148M +$20.7M +16% 45
BHBT
5375
Burke & Herbert Bank & Trust
Virginia
$148M +$11.6M +9% 140