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
5726
Burke & Herbert Bank & Trust
Virginia
$124M -$24M -16% 132
NFGH
5727
Nan Fung Group Holdings
Hong Kong
$123M -$33M -21% 44
SR
5728
Syntax Research
Florida
$123M 178
BFP
5729
Briaud Financial Planning
Texas
$123M +$17.6M +17% 178
MWVC
5730
Morgens Waterfall Vintiadis & Co
New York
$123M -$12M -9% 35
DCS
5731
Destiny Capital Securities
Colorado
$123M 55
BIM
5732
Bullseye Investment Management
Ohio
$123M -$14.3M -10% 53
CWM
5733
CarsonAllaria Wealth Management
Illinois
$123M -$3.98M -3% 420
WWM
5734
Wolff Wiese Magana
California
$123M -$6.56M -5% 862
TIM
5735
Tikehau Investment Management
France
$123M -$46.4M -27% 17
AWA
5736
Archvest Wealth Advisors
California
$123M +$917K +0.8% 52
CBCM
5737
Cook & Bynum Capital Management
Alabama
$123M -$1.63M -1% 5
LAM
5738
Lakewood Asset Management
Illinois
$123M -$4.43M -3% 116
LCM
5739
LCM Capital Management
Illinois
$123M -$556K -0.5% 91
BW
5740
Basepoint Wealth
Iowa
$123M +$1.61M +1% 100
NRC
5741
New Republic Capital
North Carolina
$123M -$21.5M -15% 264
SCM
5742
Sebold Capital Management
Illinois
$122M -$2.93M -2% 70
FF
5743
Financial Futures
New Jersey
$122M -$4.15M -3% 55
VCIM
5744
Velan Capital Investment Management
Georgia
$122M +$15.8M +15% 34
HCCM
5745
Hudson Canyon Capital Management
New York
$122M -$4.56M -4% 58
CCP
5746
Cassia Capital Partners
North Carolina
$122M -$4.64M -4% 61
WPWM
5747
Western Pacific Wealth Management
Illinois
$122M -$10.2M -8% 288
MCM
5748
Mendel Capital Management
Arkansas
$122M -$3.25M -3% 93
BAM
5749
Beaumont Asset Management
Texas
$122M -$10.1M -8% 72
WAL
5750
W Advisors LLC
Tennessee
$122M -$5.96M -5% 108