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
3226
Kelly Lawrence W & Associates
California
$439M -$930K -0.2% 190
AA
3227
Aire Advisors
California
$438M -$5.3M -1% 170
NHT
3228
New Hampshire Trust
New Hampshire
$438M +$10.6M +2% 177
MMPW
3229
Mitchell McLeod Pugh & Williams
Alabama
$438M +$22.4M +5% 267
SFP
3230
Sweet Financial Partners
Minnesota
$438M +$4.48M +1% 199
OM
3231
Opaleye Management
Massachusetts
$438M -$21.2M -5% 62
SAM
3232
Standpoint Asset Management
Arizona
$437M +$53.5M +14% 8
GPWA
3233
Great Point Wealth Advisors
Massachusetts
$437M +$8.47M +2% 57
WIM
3234
Westside Investment Management
California
$437M +$19.7M +5% 1,011
RPWA
3235
Regent Peak Wealth Advisors
Georgia
$437M +$43.2M +11% 180
ICVCFIA
3236
IDG China Venture Capital Fund IV Associates
Hong Kong
$437M -$6.15M -1% 4
ISWM
3237
Independent Solutions Wealth Management
New York
$436M +$15.2M +4% 176
FSC
3238
Fourth Sail Capital
Cayman Islands
$436M +$101M +30% 28
QPWM
3239
Quadrant Private Wealth Management
Pennsylvania
$436M +$40.3M +10% 266
CAM
3240
Centre Asset Management
New York
$436M +$16.5M +4% 66
FA
3241
Fermata Advisors
California
$435M -$8.48M -2% 249
SC
3242
Steginsky Capital
New York
$435M +$20M +5% 7
AWM
3243
Adams Wealth Management
Utah
$434M +$24.2M +6% 106
CI
3244
CacheTech Inc
Utah
$434M 104
BEW
3245
Burton Enright Welch
California
$434M +$18.2M +4% 98
VW
3246
Vantage Wealth
California
$434M +$4.93M +1% 37
GAM
3247
Gould Asset Management
California
$434M +$20.1M +5% 169
BSG
3248
Black Swift Group
Colorado
$433M +$42.9M +11% 138
KAH
3249
Kathryn A. Hall
$433M -$1.07M -0.2% 53
HA
3250
Herold Advisors
New York
$432M +$18.9M +5% 276