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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
LWM
3001
Liberty Wealth Management
California
$512M +$46M +10% 7.85% 55.5% 200 21.5%
HL
3002
HeadInvest LLC
Maine
$512M +$31.6M +7% 8.3% 45.6% 241 7.05%
HEIP
3003
Hudson Edge Investment Partners
New Jersey
$512M +$81.6M +19% 11.1% 68.8% 160 8.75%
DLCIG
3004
D.L. Carlson Investment Group
New Hampshire
$512M +$20.8M +4% 11.3% 99% 146 10.96%
KLI
3005
Kelman-Lazarov Inc
Tennessee
$512M +$49.8M +11% 5.65% 39.9% 106 5.66%
BIA
3006
Bell Investment Advisors
California
$512M +$24.3M +5% 4.62% 31.2% 1,965 5.75%
APG
3007
Abacus Planning Group
South Carolina
$512M +$37.4M +8% 7.37% 59.1% 217 9.22%
WPI
3008
Walter Public Investments
Canada
$511M +$35.3M +7% 8.88% 57.9% 43 11.63%
BCM
3009
Bourgeon Capital Management
Connecticut
$511M +$58.6M +13% 9.82% 117% 406 73.65%
TWM
3010
Tolleson Wealth Management
Texas
$511M +$25.7M +5% 8.31% 48.1% 86 9.3%
TSC
3011
Two Seas Capital
New York
$511M +$101M +25% 27.2% 280% 22 59.09%
AWM
3012
Aprio Wealth Management
Georgia
$510M +$62.3M +14% 6.99% 60.6% 263 31.18%
FFWA
3013
FRG Family Wealth Advisors
Washington
$510M +$16.8M +3% 9.24% 76.4% 377 62.33%
EFG
3014
Embree Financial Group
Illinois
$510M +$34.3M +7% 8.92% 203 18.23%
IAM
3015
Iridian Asset Management
Connecticut
$510M -$41.6M -8% 7.67% 82.5% 57 12.28%
TCM
3016
Tufton Capital Management
Maryland
$509M +$32.5M +7% 9.6% 86.5% 124 5.65%
NG
3017
Northstar Group
New York
$509M +$48.8M +11% 9.74% 61.8% 154 9.09%
CFS
3018
Cannon Financial Strategists
Georgia
$509M +$41.7M +9% 5.29% 41.8% 96 8.33%
WDL
3019
Well Done LLC
Michigan
$508M -$2.67M -0.5% 8.36% 77% 200 17%
VT
3020
Vise Technologies
New York
$508M +$43.2M +9% 9.18% 404 20.05%
MICM
3021
Matthews International Capital Management
California
$508M -$204M -29% 8.99% 90.7% 42 21.43%
BFO
3022
Biltmore Family Office
North Carolina
$508M +$22M +5% 3.78% 73.5% 241 6.64%
CWC
3023
Carolinas Wealth Consulting
North Carolina
$507M +$47.5M +10% 8.2% 24.6% 1,180 28.05%
SA
3024
Strategic Advisors
New York
$507M -$21.3M -4% 10.9% 87.3% 213 12.21%
DAM
3025
Deltec Asset Management
New York
$507M +$62.7M +14% 17.6% 128% 175 30.29%