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
CG
3226
CFO4Life Group
Texas
$187M -$49.6M -21% 149
KLI
3227
Kelman-Lazarov Inc
Tennessee
$187M -$35.7M -16% 98
MIM
3228
Monashee Investment Management
Massachusetts
$187M +$79.3M +74% 114
CBOR
3229
Community Bank of Raymore
Missouri
$187M -$109M -37% 56
BLAM
3230
Bourne Lent Asset Management
New York
$186M -$25.9M -12% 61
WAM
3231
Wakefield Asset Management
Colorado
$186M -$54M -22% 219
MCCP
3232
Mission Creek Capital Partners
California
$186M -$32.3M -15% 197
ICM
3233
Indaba Capital Management
California
$186M -$61.4M -25% 28
SAM
3234
Summit Asset Management
Tennessee
$185M -$49M -21% 127
WA
3235
Wealth Alliance
New York
$185M +$44.8M +32% 250
BDWM
3236
Brewin Dolphin Wealth Management
Ireland
$185M -$31.1M -14% 215
CWC
3237
Carolinas Wealth Consulting
North Carolina
$185M +$88.8M +93% 178
WCA
3238
Westover Capital Advisors
Delaware
$185M -$38.8M -17% 153
FMTC
3239
Farmers & Merchants Trust Company
California
$185M -$54.5M -23% 146
LFG
3240
LifePlan Financial Group
Ohio
$185M -$40.1M -18% 594
FCFS
3241
First Command Financial Services
Texas
$184M -$27M -13% 400
FCB
3242
First Command Bank
Texas
$184M -$27.1M -13% 401
SFS
3243
Summit Financial Strategies
Ohio
$184M -$20M -10% 70
FVP
3244
Firefly Value Partners
Pennsylvania
$184M -$222M -55% 20
BWM
3245
Buckley Wealth Management
Nevada
$184M -$36.1M -16% 143
KS
3246
Karpas Strategies
Connecticut
$184M -$81.5M -31% 127
APC
3247
Aspire Private Capital
North Carolina
$184M -$46.8M -20% 573
PA
3248
Parkside Advisors
California
$184M -$39.5M -18% 74
BSWM
3249
Boston Standard Wealth Management
Massachusetts
$184M -$39.9M -18% 32
OAJ
3250
Ogorek Anthony Joseph
New York
$184M -$21.2M -10% 235