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
5876
Burke & Herbert Bank & Trust
Virginia
$139M +$15.6M +13% 128
GWCM
5877
Godshalk Welsh Capital Management
Pennsylvania
$139M +$6.75M +5% 121
MCM
5878
Mendel Capital Management
Arkansas
$139M +$17.4M +14% 94
OCM
5879
Once Capital Management
New York
$139M +$34M +32% 24
BCCM
5880
Blue Creek Capital Management
Hong Kong
$139M +$10.5M +8% 6
FNBOH
5881
First National Bank of Hutchinson
Kansas
$139M +$7.1M +5% 104
LHA
5882
Little Harbor Advisors
Massachusetts
$139M +$15.2M +12% 9
LI
5883
Latash Investments
Alaska
$139M +$21.8M +19% 21
JWM
5884
JPL Wealth Management
Colorado
$139M 100
GAA
5885
Green Alpha Advisors
Colorado
$139M +$8.55M +7% 163
EPIM
5886
Equinox Partners Investment Management
Connecticut
$139M +$2.99M +2% 13
BCM
5887
Brightlight Capital Management
Connecticut
$139M -$3.77M -3% 11
AFR
5888
Applied Fundamental Research
Massachusetts
$139M +$1.01M +0.7% 12
BWG
5889
Boomfish Wealth Group
Georgia
$139M 83
CA
5890
CV Advisors
Florida
$139M +$13M +10% 22
WAM
5891
Walker Asset Management
Missouri
$138M +$26.1M +23% 134
FOFP
5892
Fee-Only Financial Planning
South Carolina
$138M +$14.3M +12% 42
KIA
5893
KLR Investment Advisors
Rhode Island
$138M +$28.3M +26% 211
4FG
5894
4Thought Financial Group
New York
$138M +$14M +11% 117
LWM
5895
Lakeridge Wealth Management
Ohio
$138M 130
IWP
5896
Invenio Wealth Partners
Florida
$138M +$28.4M +26% 101
KNFPWM
5897
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$138M 56
LCM
5898
LCM Capital Management
Illinois
$138M +$15.7M +13% 90
SPI
5899
Sutton Place Investors
New York
$138M +$61.3M +80% 119
ACM
5900
Alcosta Capital Management
California
$138M +$18.1M +15% 33