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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
KLI
2951
Kelman-Lazarov Inc
Tennessee
$512M +$49.8M +11% 106
BIA
2952
Bell Investment Advisors
California
$512M +$24.3M +5% 1,965
APG
2953
Abacus Planning Group
South Carolina
$512M +$37.4M +8% 217
WPI
2954
Walter Public Investments
Canada
$511M +$35.3M +7% 43
PCM
2955
Philosophy Capital Management
California
$511M +$16.2M +3% 34
BCM
2956
Bourgeon Capital Management
Connecticut
$511M +$58.6M +13% 406
TWM
2957
Tolleson Wealth Management
Texas
$511M +$25.7M +5% 86
CC
2958
Carrhae Capital
United Kingdom
$511M +$4.61M +0.9% 27
TSC
2959
Two Seas Capital
New York
$511M +$105M +26% 21
AWM
2960
Aprio Wealth Management
Georgia
$510M +$62.3M +14% 263
FFWA
2961
FRG Family Wealth Advisors
Washington
$510M +$16.8M +3% 377
EFG
2962
Embree Financial Group
Illinois
$510M +$34.3M +7% 202
IAM
2963
Iridian Asset Management
Connecticut
$510M -$41.6M -8% 57
TCM
2964
Tufton Capital Management
Maryland
$509M +$32.5M +7% 124
NG
2965
Northstar Group
New York
$509M +$48.8M +11% 154
CFS
2966
Cannon Financial Strategists
Georgia
$509M +$41.7M +9% 96
WDL
2967
Well Done LLC
Michigan
$508M -$2.67M -0.5% 200
VT
2968
Vise Technologies
New York
$508M +$43.2M +9% 404
MICM
2969
Matthews International Capital Management
California
$508M -$204M -29% 42
BFO
2970
Biltmore Family Office
North Carolina
$508M +$22M +5% 241
CWC
2971
Carolinas Wealth Consulting
North Carolina
$507M +$47.5M +10% 1,182
SA
2972
Strategic Advisors
New York
$507M -$21.3M -4% 213
DAM
2973
Deltec Asset Management
New York
$507M +$62.7M +14% 175
VARA
2974
Value Aligned Research Advisors
New Jersey
$507M +$111M +28% 20
EIM
2975
Essex Investment Management
Massachusetts
$507M -$1.25M -0.2% 339