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
CWS
3326
Cypress Wealth Services
California
$294M -$19.5M -6% 245
KLI
3327
Kelman-Lazarov Inc
Tennessee
$294M -$2.08M -0.7% 84
WCM
3328
WestBridge Capital Management
Mauritius
$294M +$154M +110% 3
TCMNY
3329
Thrive Capital Management (New York)
New York
$294M -$48.6M -14% 9
BRM
3330
Boston Research & Management
Massachusetts
$294M -$15.2M -5% 106
SFS
3331
Security Financial Services
Indiana
$293M -$20.3M -6% 138
TCP
3332
ThornTree Capital Partners
Massachusetts
$293M +$37.9M +15% 19
WFA
3333
WestHill Financial Advisors
California
$293M -$9.76M -3% 119
GDP
3334
Great Diamond Partners
Maine
$293M -$8.19M -3% 211
GF
3335
Greenfield FTC
Nevada
$293M -$17.3M -6% 4
A
3336
Abingworth
United Kingdom
$292M -$19.9M -6% 22
OGC
3337
Oak Grove Capital
New Hampshire
$292M -$9.67M -3% 62
BIA
3338
Barry Investment Advisors
Massachusetts
$292M -$41.5M -12% 121
PG
3339
Patten Group
Tennessee
$291M -$21M -7% 249
IFS
3340
Ifrah Financial Services
Arkansas
$291M -$16.8M -5% 204
SM
3341
Skaana Management
New York
$291M -$173M -37% 144
PFA
3342
Pettinga Financial Advisors
Indiana
$291M -$42.7M -13% 102
CBOR
3343
Community Bank of Raymore
Missouri
$291M -$38M -12% 73
TA
3344
Trivest Advisors
Hong Kong
$290M -$171M -37% 30
AFG
3345
American Financial Group
Ohio
$290M -$6.67M -2% 95
PFA
3346
Pathway Financial Advisors
Vermont
$290M +$50M +21% 139
MLM
3347
Mount Lucas Management
Pennsylvania
$290M -$8.23M -3% 93
GG
3348
Gleason Group
Kentucky
$290M -$430K -0.1% 270
AA
3349
Aire Advisors
California
$290M +$9.33M +3% 159
LS
3350
Leelyn Smith
Illinois
$290M -$96.1M -25% 520