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
KAM
3751
KEB Asset Management
Illinois
$401M +$49.9M +14% 90
LF
3752
Lantz Financial
Illinois
$401M +$35.8M +10% 243
TWP
3753
Tempus Wealth Planning
California
$401M +$66.5M +20% 281
CLC
3754
Charles-Lim Capital
Hong Kong
$401M +$61.8M +18% 8
CF
3755
Copperwynd Financial
Arizona
$401M +$38.3M +11% 166
ODG
3756
O'Dell Group
Ohio
$401M +$15M +4% 36
BHWA
3757
Beacon Harbor Wealth Advisors
Virginia
$401M -$29.6M -7% 92
AA
3758
Addison Advisors
Vermont
$401M +$34.2M +9% 932
BCM
3759
Beck Capital Management
Texas
$401M +$60.3M +18% 131
SIAG
3760
Safeguard Investment Advisory Group
California
$401M +$32.7M +9% 157
WPIC
3761
White Pine Investment Company
Michigan
$401M +$29.2M +8% 68
RC
3762
Reik & Co
New York
$401M -$29.2M -7% 56
BZWA
3763
Blue Zone Wealth Advisors
California
$400M +$40.5M +11% 115
GLAM
3764
Gardner Lewis Asset Management
Pennsylvania
$400M -$14.7M -4% 102
LOAMU
3765
Lombard Odier Asset Management (USA)
New York
$400M +$104M +35% 353
MWM
3766
Marion Wealth Management
Pennsylvania
$399M +$25.1M +7% 140
CCIP
3767
Camrose Capital Investment Partners
United Kingdom
$399M +$121M +43% 9
WWM
3768
Wiser Wealth Management
Georgia
$399M +$42.9M +12% 53
LHC
3769
Little House Capital
Massachusetts
$399M +$35.4M +10% 141
OHA
3770
Oak Hill Advisors
New York
$399M -$73.1M -15% 14
MA
3771
MSA Advisors
California
$399M +$8.21M +2% 34
ZI
3772
ZEGA Investments
Florida
$399M +$58.3M +17% 143
FGWP
3773
Founders Grove Wealth Partners
Virginia
$399M +$39.6M +11% 135
DAL
3774
Delta Air Lines
Georgia
$398M +$65.8M +20% 2
AWAM
3775
Appian Way Asset Management
New York
$398M -$23.9M -6% 36