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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
1901
Lyell Wealth Management
California
$1.35B +$80.2M +6% 8.68% 99.6% 224 8.04%
LGWM
1902
Litman Gregory Wealth Management
California
$1.35B +$74.5M +6% 7.25% 55.5% 151 11.26%
VHAM
1903
Van Hulzen Asset Management
California
$1.35B +$147M +12% 8.9% 75.5% 349 10.6%
WC
1904
Waterloo Capital
Texas
$1.34B +$107M +9% 7.13% 79.8% 501 18.16%
FLII
1905
First Long Island Investors
New York
$1.34B +$70.7M +6% 6.94% 65.5% 72 13.89%
SBWIC
1906
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.34B +$41M +3% 6.24% 83.4% 161 10.56%
KCM
1907
Kynam Capital Management
New Jersey
$1.34B +$414M +45% 40.9% 268% 36 16.67%
WD
1908
WGI DM
Massachusetts
$1.34B +$372M +38% 2.34% 7 28.57%
SWP
1909
Strategic Wealth Partners
Ohio
$1.34B +$68.8M +5% 7.93% 1,393 22.9%
BCP
1910
Blue Chip Partners
Michigan
$1.34B +$110M +9% 8.29% 60.3% 171 9.36%
ET
1911
Entropy Technologies
New York
$1.34B +$78.2M +6% 6.93% 1,142 65.76%
SOS
1912
Silver Oak Securities
Tennessee
$1.34B +$105M +8% 7.54% 54.6% 833 26.05%
FFW
1913
Fusion Family Wealth
New York
$1.33B +$152M +13% 7.2% 45.4% 49 8.16%
PWMAG
1914
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33B +$128M +11% 8.34% 64.3% 413 11.38%
YL
1915
YCG LLC
Texas
$1.33B +$37.8M +3% 0.07% 36.9% 38 7.89%
1CP
1916
1607 Capital Partners
Virginia
$1.33B +$93.4M +8% 3.67% 19.1% 129 13.18%
LCM
1917
Lakewood Capital Management
New York
$1.33B -$14.5M -1% 3.87% 41% 60 25%
CCIA
1918
Campbell & Co Investment Adviser
Maryland
$1.32B -$263M -17% 6.04% 25.1% 1,434 50.07%
JSC
1919
J. Stern & Co
United Kingdom
$1.32B +$151M +13% 7.59% 44 20.45%
CBA
1920
Coastal Bridge Advisors
Connecticut
$1.32B +$107M +9% 9.36% 67.4% 490 15.51%
AI
1921
Atom Investors
Texas
$1.32B +$191M +17% 6.76% 63.4% 871 65.56%
APW
1922
Austin Private Wealth
Texas
$1.32B +$49.2M +4% 7.44% 62.3% 332 12.95%
WTA
1923
Washington Trust Advisors
Massachusetts
$1.31B +$82.3M +7% 7.3% 87.6% 715 14.97%
GIC
1924
Generali Investments CEE
Czech Republic
$1.31B +$97.7M +8% 7.46% 400 8.5%
NCM
1925
Novare Capital Management
North Carolina
$1.31B +$82.6M +7% 8.12% 65.7% 206 11.17%