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
TJHA
3251
Thomas J. Herzfeld Advisors
Florida
$187M -$92.4M -33% 270
TCM
3252
Tuttle Capital Management
Connecticut
$187M -$76.8M -29% 132
SWRP
3253
Summit Wealth & Retirement Planning
California
$187M -$37.5M -17% 134
CG
3254
CFO4Life Group
Texas
$187M -$49.6M -21% 149
KLI
3255
Kelman-Lazarov Inc
Tennessee
$187M -$35.7M -16% 98
MIM
3256
Monashee Investment Management
Massachusetts
$187M +$79.3M +74% 114
CBOR
3257
Community Bank of Raymore
Missouri
$187M -$109M -37% 56
BLAM
3258
Bourne Lent Asset Management
New York
$186M -$25.9M -12% 61
WAM
3259
Wakefield Asset Management
Colorado
$186M -$54M -22% 219
MCCP
3260
Mission Creek Capital Partners
California
$186M -$32.3M -15% 197
ICM
3261
Indaba Capital Management
California
$186M -$61.4M -25% 28
SAM
3262
Summit Asset Management
Tennessee
$185M -$49M -21% 127
WA
3263
Wealth Alliance
New York
$185M +$44.8M +32% 250
BDWM
3264
Brewin Dolphin Wealth Management
Ireland
$185M -$31.1M -14% 215
ETC
3265
Exchange Traded Concepts
Oklahoma
$185M -$294M -61% 595
CWC
3266
Carolinas Wealth Consulting
North Carolina
$185M +$88.8M +93% 178
WCA
3267
Westover Capital Advisors
Delaware
$185M -$38.8M -17% 153
FMTC
3268
Farmers & Merchants Trust Company
California
$185M -$54.5M -23% 146
LFG
3269
LifePlan Financial Group
Ohio
$185M -$40.1M -18% 594
FCB
3270
First Command Bank
Texas
$184M -$27.1M -13% 401
FCFS
3271
First Command Financial Services
Texas
$184M -$27M -13% 400
SFS
3272
Summit Financial Strategies
Ohio
$184M -$20M -10% 70
FVP
3273
Firefly Value Partners
Pennsylvania
$184M -$222M -55% 20
BWM
3274
Buckley Wealth Management
Nevada
$184M -$36.1M -16% 143
KS
3275
Karpas Strategies
Connecticut
$184M -$81.5M -31% 127