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
5376
Burke & Herbert Bank & Trust
Virginia
$148M +$11.6M +9% 140
GB
5377
Gunma Bank
Japan
$148M -$79.7M -35% 40
GSB
5378
Greenfield Savings Bank
Massachusetts
$148M -$6.16M -4% 146
ACP
5379
Acuta Capital Partners
California
$148M +$19.1M +15% 48
PIA
5380
Pinion Investment Advisors
Kansas
$148M +$40.9M +38% 162
TVWM
5381
Tower View Wealth Management
Wisconsin
$147M -$1.35M -0.9% 197
CJFS
5382
Coulter & Justus Financial Services
Tennessee
$147M -$5.92M -4% 50
HNWA
5383
Henrickson Nauta Wealth Advisors
Michigan
$147M +$8.46M +6% 61
EP
5384
EPIQ Partners
Minnesota
$147M +$2.32M +2% 80
VIA
5385
Virtus Investment Advisers
Connecticut
$147M +$4.45M +3% 303
IFA
5386
Interactive Financial Advisors
Illinois
$147M -$8.77M -6% 85
PSFG
5387
Prairie Sky Financial Group
Illinois
$147M 79
OFW
5388
Omnia Family Wealth
Florida
$147M +$17.2M +13% 70
WPW
5389
Warther Private Wealth
Ohio
$147M +$15.8M +12% 73
MM
5390
MQS Management
New York
$147M -$8.73M -6% 635
FCFC
5391
First Citizens Financial Corp
Iowa
$147M 112
SWM
5392
Solano Wealth Management
California
$147M +$10.1M +7% 24
NC
5393
Naman Capital
Brazil
$147M +$25.2M +21% 11
JKSF
5394
John & Kathleen Schreiber Foundation
Illinois
$147M +$15.8M +12% 4
CWA
5395
Choice Wealth Advisors
Maine
$147M +$9.43M +7% 24
WMRU
5396
William Marsh Rice University
Texas
$147M -$3.47M -2% 8
MAM
5397
McCarthy Asset Management
California
$147M -$376K -0.3% 37
WFC
5398
Western Financial Corp
California
$147M +$6.29M +4% 119
AWA
5399
Acorn Wealth Advisors
Michigan
$147M +$11.2M +8% 180
GCA
5400
Genesee Capital Advisors
New York
$147M +$5.89M +4% 99