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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
BIA
2826
Barry Investment Advisors
Massachusetts
$297M +$36.5M +14% 3.09% 57.9% 78 14.1%
NHC
2827
Nicholas Hoffman & Company
Georgia
$297M +$24.8M +9% 6.66% 65.1% 190 12.11%
JHP
2828
James Hambro & Partners
United Kingdom
$297M +$23.2M +8% 10% 79.2% 23 13.04%
LWM
2829
Lyell Wealth Management
California
$297M +$23.4M +9% 9.08% 128% 124 15.32%
PAM
2830
Peak Asset Management
Colorado
$297M +$21.3M +8% 7.86% 70.1% 132 6.82%
AIS
2831
American Investment Services
Massachusetts
$297M +$7.13M +2% 4.19% 63.1% 119 5.04%
F
2832
Filament
Washington
$297M +$6.76M +2% 0.16% 46.9% 52 21.15%
LGWM
2833
Litman Gregory Wealth Management
California
$297M +$42.6M +17% 1.6% 55.5% 113 17.7%
WA
2834
WealthTrust Axiom
Pennsylvania
$296M +$13.1M +5% 5.99% 125% 244 11.48%
LA
2835
Lynch & Associates
Indiana
$296M +$20.2M +7% 7.59% 62.9% 100 5%
IFWM
2836
Institute for Wealth Management
Colorado
$296M -$17.5M -6% 6.37% 137% 221 11.76%
HFA
2837
High Falls Advisors
New York
$296M +$5.07M +2% 3.19% 56.9% 98 18.37%
CA
2838
Cambridge Advisors
Nebraska
$296M +$13.3M +5% 5.52% 52.9% 148 6.76%
KHCM
2839
Kettle Hill Capital Management
New York
$296M +$33.7M +13% 4.86% 37.4% 50 68%
IIM
2840
Ipswich Investment Management
Massachusetts
$296M +$78.2M +36% 7.82% 92.8% 168 51.79%
AMG
2841
Asset Management Group
Connecticut
$295M +$9.01M +3% 4.17% 57% 109 3.67%
HFM
2842
Hartford Financial Management
Connecticut
$295M +$14.5M +5% 7.34% 79.6% 432 12.96%
BCB
2843
Brian C. Broderick
$295M +$21.3M +8% 9.21% 98.6% 86 1.16%
PC
2844
Permanens Capital
New York
$294M +$30.4M +12% 6.11% 76.9% 13 15.38%
VVM
2845
Versant Venture Management
California
$294M -$26.5M -8% 14.6% 409% 10 10%
GC
2846
Gibson Capital
Pennsylvania
$294M +$12.2M +4% 3.81% 60.4% 38 5.26%
FWM
2847
Focused Wealth Management
New York
$294M +$5.28M +2% 3.89% 73.9% 757 19.42%
GBBWRPM
2848
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$293M +$15.9M +6% 4.4% 28% 441 80.5%
CCB
2849
Cutter & Co Brokerage
Missouri
$293M +$33.9M +13% 5.29% 40.4% 297 22.22%
CFSG
2850
Community Financial Services Group
Vermont
$293M +$13.6M +5% 6.57% 100 12%