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Hedge Fund Portfolios

Brown Advisory Mid-Cap Growth Trails in Q3 as Portfolio Tilts to Secular Growth

The Q3 letter details new stakes in DraftKings, Carvana, alongside a valuation-driven exit from Figma.

Vulcan Reopens Fiserv and Exits CBRE as Aristotle Reviews Corteva Split and Highlights Wells Fargo Turning Point

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials