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
BG
6226
BRX Global
New York
$133M +$25.1M +23% 5
SMF
6227
Sterling Manor Financial
New York
$133M +$15M +13% 29
WAG
6228
Wallace Advisory Group
California
$133M +$5.44M +4% 192
FDDB
6229
Fidelity D&D Bancorp
Pennsylvania
$133M +$4.48M +3% 111
AGC
6230
Alden Global Capital
Florida
$133M +$54.8M +70% 29
PS
6231
Pennant Select
New Jersey
$133M +$27.6M +26% 10
CL
6232
CRCM LP
California
$133M 6
BW
6233
Basepoint Wealth
Iowa
$133M +$8.41M +7% 121
XI
6234
XXEC Inc
Oklahoma
$133M +$5.82M +5% 24
BHBT
6235
Burke & Herbert Bank & Trust
Virginia
$133M -$6.37M -5% 131
CI
6236
Carroll Investors
South Carolina
$133M +$12.3M +10% 25
SCM
6237
Spring Capital Management
Texas
$133M +$5.26M +4% 33
SCM
6238
Sheridan Capital Management
California
$133M +$8.74M +7% 27
JCA
6239
Jade Capital Advisors
New Jersey
$133M -$31.8M -19% 106
PIP
6240
PB Investment Partners
California
$133M +$4.57M +4% 8
MCM
6241
Mork Capital Management
California
$133M -$30M -18% 133
LF
6242
LifeSteps Financial
California
$133M +$19.8M +18% 441
WG
6243
Wealth Group
North Carolina
$132M 148
NMG
6244
New Millennium Group
Utah
$132M +$19.4M +17% 437
PWA
6245
Pillar Wealth Advisors
Pennsylvania
$132M +$2.63M +2% 74
CWP
6246
Core Wealth Partners
California
$132M +$10.3M +8% 139
CA
6247
Crossingbridge Advisors
New York
$132M 54
FB
6248
First Bancorp
Maine
$132M +$5.53M +4% 120
AI
6249
Anchor IV
Singapore
$132M -$4.83M -4% 1
NAMNJ
6250
NorthStar Asset Management (New Jersey)
New Jersey
$132M +$22.5M +21% 82