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
KLI
3326
Kelman-Lazarov Inc
Tennessee
$161M -$10.2M -6% 105
SRC
3327
Stone Run Capital
New York
$161M -$57.2M -26% 70
PW
3328
Peninsula Wealth
California
$161M -$24.9M -13% 32
FMP
3329
Financial Management Professionals
Texas
$160M -$97M -38% 342
LPIC
3330
LeJeune Puetz Investment Counsel
Michigan
$160M -$12.7M -7% 178
SNB
3331
Security National Bank
Nebraska
$160M -$20.5M -11% 74
SC
3332
Schulhoff & Co
Ohio
$160M -$18.7M -10% 109
LFG
3333
LifePlan Financial Group
Ohio
$160M -$24.7M -13% 580
EWF
3334
Epstein & White Financial
California
$160M +$7.89M +5% 101
MCM
3335
Monument Capital Management
Virginia
$160M -$17.8M -10% 365
2L
3336
22NW LP
Washington
$160M -$26.5M -14% 69
ANRIA
3337
American National Registered Investment Advisor
Texas
$160M -$30.5M -16% 223
WCA
3338
Westover Capital Advisors
Delaware
$160M -$37.7M -19% 144
MFT
3339
Moisand Fitzgerald Tamayo
Florida
$160M -$19.9M -11% 316
PWP
3340
Personal Wealth Partners
Minnesota
$160M 40
QCMA
3341
Quad Capital Management Advisors
New York
$159M -$97.1M -38% 94
DC
3342
Derby & Company
Massachusetts
$159M -$9.85M -6% 27
SCM
3343
Salem Capital Management
Massachusetts
$159M -$28.3M -15% 70
PSC
3344
Prentiss Smith & Co
Vermont
$159M -$16.6M -9% 261
ARM
3345
Adirondack Research & Management
New York
$159M -$108M -40% 118
MCM
3346
Moon Capital Management
New York
$159M -$32.7M -17% 32
RHI
3347
Richmond Hill Investments
New York
$159M +$13.6M +9% 9
CBCM
3348
Cook & Bynum Capital Management
Alabama
$159M -$7.48M -5% 5
II
3349
Ibex Investors
Colorado
$159M -$21.5M -12% 288
AMM
3350
American Money Management
California
$159M -$16M -9% 79