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
KLWA
3126
Kelly Lawrence W & Associates
California
$351M -$7.06M -2% 181
AMM
3127
American Money Management
California
$351M +$22.9M +7% 137
RZH
3128
Relyea Zuckerberg Hanson
Connecticut
$350M +$73.2M +26% 174
HCM
3129
HGI Capital Management
New York
$350M +$36.6M +12% 48
CAM
3130
Cubic Asset Management
Massachusetts
$350M +$13.8M +4% 202
RWP
3131
Revolve Wealth Partners
New Jersey
$349M +$50.2M +17% 156
IIM
3132
Ipswich Investment Management
Massachusetts
$349M +$35.2M +11% 182
DAM
3133
Deltec Asset Management
New York
$349M -$58.1M -14% 247
TWM
3134
Thrive Wealth Management
Pennsylvania
$349M +$63.7M +22% 171
BWM
3135
Bulltick Wealth Management
Florida
$349M +$16.1M +5% 149
FWP
3136
Falcon Wealth Planning
California
$349M +$46.9M +16% 102
WIS
3137
Wright Investors Service
Connecticut
$349M +$30.7M +10% 145
SMI
3138
Shelter Mutual Insurance
Missouri
$348M +$39.6M +13% 54
NFT
3139
Nan Fung Trinity
Hong Kong
$348M +$37.9M +12% 22
TCPWM
3140
Traverso Chambers Private Wealth Management
California
$348M +$21.5M +7% 111
LTI
3141
Laffer Tengler Investments
Tennessee
$347M +$75.3M +28% 518
AC
3142
Asio Capital
Kentucky
$347M +$32.5M +10% 124
SAMU
3143
SONA Asset Management (US)
New York
$347M +$179M +106% 363
RC
3144
Reik & Co
New York
$347M +$35M +11% 52
CAM
3145
Chandler Asset Management
California
$347M -$315K -0.1% 28
PFBT
3146
Parkside Financial Bank & Trust
Missouri
$347M +$34M +11% 2,078
LC
3147
Lincoln Capital
Nebraska
$347M +$25.6M +8% 103
PS
3148
Presima Securities
Quebec, Canada
$347M +$9.79M +3% 48
TFM
3149
TFC Financial Management
Massachusetts
$347M +$31.2M +10% 571
HA
3150
Harfst & Associates
Wyoming
$347M +$14.2M +4% 100