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
2826
Kelman-Lazarov Inc
Tennessee
$698M -$2.68M -0.4% 145
AIA
2827
Allied Investment Advisors
Montana
$697M +$50.6M +8% 105
GUB
2828
Golden Unicorn BVI
$697M -$50.7M -7% 4
AWC
2829
Abundance Wealth Counselors
Pennsylvania
$697M +$105M +18% 253
FCM
2830
Fourpath Capital Management
Oklahoma
$697M -$33.7M -5% 251
CA
2831
Cortland Associates
Missouri
$697M -$95.4M -12% 65
JA
2832
JLB & Associates
Michigan
$696M -$44.8M -6% 76
AAM
2833
Auxier Asset Management
Oregon
$696M -$14.8M -2% 184
CA
2834
Calton & Associates
Florida
$696M +$15M +2% 506
BBPWM
2835
Blue Bell Private Wealth Management
Pennsylvania
$696M +$13.8M +2% 785
AMBIA
2836
Allen Mooney & Barnes Investment Advisors
Georgia
$695M +$30.8M +5% 167
MCM
2837
Manchester Capital Management
Vermont
$694M -$40.4M -6% 1,404
IIC
2838
Ironwood Investment Counsel
Arizona
$694M -$21.9M -3% 275
SCM
2839
Sio Capital Management
New York
$694M +$90.7M +15% 89
CGIC
2840
Continental General Insurance Company
Texas
$693M +$223M +48% 12
HA
2841
Harbor Advisors
Florida
$692M +$26.4M +4% 202
M
2842
MATAURO
New York
$692M +$27.8M +4% 167
HG
2843
Harbor Group
New Hampshire
$692M +$24.3M +4% 120
CL
2844
CIM LLC
New York
$692M -$71M -9% 185
CPA
2845
Capital Planning Advisors
California
$692M -$56.2M -8% 169
PM
2846
Pembroke Management
Quebec, Canada
$691M -$277M -29% 106
GWA
2847
Gratus Wealth Advisors
Virginia
$691M -$29.9M -4% 140
SSA
2848
South Street Advisors
New York
$690M -$21.9M -3% 84
WIM
2849
Warwick Investment Management
Texas
$690M +$41M +6% 163
SAM
2850
Southernsun Asset Management
Tennessee
$690M -$26.5M -4% 32