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
CFO
2901
Callan Family Office
Pennsylvania
$521M +$94.3M +22% 157
TAIM
2902
Te Ahumairangi Investment Management
New Zealand
$520M -$55.1M -10% 88
DSC
2903
Duncker Streett & Co
Missouri
$520M +$13.6M +3% 499
EFG
2904
Embree Financial Group
Illinois
$520M +$10.3M +2% 194
BEI
2905
Benjamin Edwards Inc
Missouri
$520M +$16.5M +3% 784
CA
2906
Crane Advisory
California
$519M +$22.7M +5% 43
WLIM
2907
White Lighthouse Investment Management
Massachusetts
$518M +$26M +5% 126
DLCIG
2908
D.L. Carlson Investment Group
New Hampshire
$518M +$5.95M +1% 152
CWC
2909
Carolinas Wealth Consulting
North Carolina
$518M +$10.7M +2% 1,089
LKIM
2910
Lawson Kroeker Investment Management
Nebraska
$518M -$9.62M -2% 90
BDF
2911
Black Diamond Financial
Maryland
$518M +$148M +40% 142
HEIP
2912
Hudson Edge Investment Partners
New Jersey
$518M +$5.43M +1% 203
DWM
2913
Dorchester Wealth Management
Quebec, Canada
$518M -$38.1M -7% 175
PCM
2914
Primavera Capital Management
Cayman Islands
$518M -$97.7M -16% 4
LS
2915
Leelyn Smith
Illinois
$517M +$17.9M +4% 131
DWA
2916
Divergent Wealth Advisors
Utah
$517M +$17M +3% 33
FFWA
2917
FRG Family Wealth Advisors
Washington
$517M +$6.82M +1% 376
CCT
2918
Chemung Canal Trust
New York
$517M -$1.49M -0.3% 123
SIC
2919
SJS Investment Consulting
Ohio
$516M +$15.7M +3% 1,722
SP
2920
Stablepoint Partners
Massachusetts
$516M +$22.5M +5% 247
APG
2921
Abacus Planning Group
South Carolina
$516M +$3.92M +0.8% 227
SA
2922
Strategic Advisors
New York
$515M +$8.32M +2% 209
HPIA
2923
Hamilton Point Investment Advisors
North Carolina
$515M +$3.21M +0.6% 153
PWW
2924
Pettyjohn Wood & White
Virginia
$515M +$12.6M +2% 194
NIEF
2925
Nalanda India Equity Fund
Mauritius
$515M -$26.1M -5% 2