We are live on ! Find out more

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
3026
Kelman-Lazarov Inc
Tennessee
$763M +$65.7M +9% 9.94% 46.6% 156 11.54%
ANRF
3027
Adams Natural Resources Fund
Maryland
$763M -$99.7M -12% 9.78% 43% 54 5.56%
SPA
3028
Sentinel Pension Advisors
Massachusetts
$762M +$85.8M +13% 8.86% 46.5% 150 10.67%
IIC
3029
Ironwood Investment Counsel
Arizona
$762M +$68M +10% 13.6% 64% 278 9.35%
SCM
3030
Schnieders Capital Management
California
$762M +$133M +21% 17.9% 103% 252 20.63%
KAM
3031
Knightsbridge Asset Management
California
$762M +$18.8M +3% 36.2% 150% 339 33.33%
WIM
3032
Westside Investment Management
California
$761M +$109M +17% 22.6% 114% 1,534 9.52%
BFO
3033
Biltmore Family Office
North Carolina
$761M +$45.4M +6% 14.3% 78.1% 346 9.83%
DIA
3034
Dean Investment Associates
Ohio
$761M +$50.4M +7% 12% 63.5% 206 14.08%
HGWM
3035
Horst & Graben Wealth Management
Oregon
$760M +$31.3M +4% 13.2% 55.1% 208 7.69%
FCM
3036
Fourpath Capital Management
Oklahoma
$760M +$62.5M +9% 5.71% 78% 246 18.29%
KFAS
3037
Keating Financial Advisory Services
Kansas
$760M +$141M +23% 16.1% 2,738 11.07%
EAN
3038
Excelsior Advisor Network
Colorado
$759M +$496M +189% 13.9% 455 50.77%
MTWSIF
3039
Mivtachim The Workers Social Insurance Fund
Israel
$759M -$30.2M -4% 25% 163% 52 36.54%
RFA
3040
Rollins Financial Advisors
New York
$759M +$127M +20% 21.7% 178 16.85%
RA
3041
Riversedge Advisors
Delaware
$759M +$141M +23% 13.4% 60.4% 328 37.8%
AMPWP
3042
Alvarez & Marsal Private Wealth Partners
Florida
$759M +$46.5M +7% 13.6% 189 49.74%
NWM
3043
Northwest Wealth Management
Iowa
$758M +$92.8M +14% 12.7% 63.4% 295 23.73%
SAM
3044
Sawgrass Asset Management
Florida
$757M +$93.1M +14% 26.5% 96.6% 222 26.13%
MAM
3045
McLean Asset Management
Virginia
$757M +$185M +32% 11% 64.3% 182 9.89%
M
3046
MATAURO
New York
$756M +$64.4M +9% 5.52% 172 23.84%
ACM
3047
Academy Capital Management
Texas
$756M +$56.8M +8% 12.7% 71.2% 42 26.19%
PCM
3048
Polymer Capital Management
New York
$755M -$232M -24% 28.5% 1,058 66.73%
PC
3049
Pier Capital
Connecticut
$755M +$148M +24% 41.9% 223% 150 32.67%
HFS
3050
Hughes Financial Services
Virginia
$755M +$104M +16% 13.5% 1,961 18.51%