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
JHP
2726
James Hambro & Partners
United Kingdom
$297M +$23.2M +8% 23
LWM
2727
Lyell Wealth Management
California
$297M +$23.4M +9% 124
PAM
2728
Peak Asset Management
Colorado
$297M +$21.3M +8% 133
AIS
2729
American Investment Services
Massachusetts
$297M +$7.13M +2% 119
F
2730
Filament
Washington
$297M +$6.76M +2% 52
LGWM
2731
Litman Gregory Wealth Management
California
$297M +$42.6M +17% 113
WA
2732
WealthTrust Axiom
Pennsylvania
$296M +$13.1M +5% 244
LA
2733
Lynch & Associates
Indiana
$296M +$20.2M +7% 100
IFWM
2734
Institute for Wealth Management
Colorado
$296M -$17.4M -6% 217
HFA
2735
High Falls Advisors
New York
$296M +$5.07M +2% 98
CA
2736
Cambridge Advisors
Nebraska
$296M +$13.3M +5% 148
KHCM
2737
Kettle Hill Capital Management
New York
$296M +$33.7M +13% 50
IIM
2738
Ipswich Investment Management
Massachusetts
$296M +$78.2M +36% 168
AMG
2739
Asset Management Group
Connecticut
$295M +$9.01M +3% 109
HFM
2740
Hartford Financial Management
Connecticut
$295M +$14.5M +5% 432
BCB
2741
Brian C. Broderick
$295M +$21.3M +8% 86
PC
2742
Permanens Capital
New York
$294M +$30.4M +12% 13
VVM
2743
Versant Venture Management
California
$294M -$26.5M -8% 10
GC
2744
Gibson Capital
Pennsylvania
$294M +$12.2M +4% 38
FWM
2745
Focused Wealth Management
New York
$293M +$5.1M +2% 733
GBBWRPM
2746
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$293M +$15.9M +6% 440
CCB
2747
Cutter & Co Brokerage
Missouri
$293M +$33.9M +13% 297
CFSG
2748
Community Financial Services Group
Vermont
$293M +$13.6M +5% 100
SLT
2749
St Louis Trust
Missouri
$293M -$6.72M -2% 95
RTS
2750
Round Table Services
New Jersey
$292M -$4.16M -1% 158