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
LF
3751
Lantz Financial
Illinois
$401M +$35.8M +10% 243
TWP
3752
Tempus Wealth Planning
California
$401M +$66.5M +20% 281
CLC
3753
Charles-Lim Capital
Hong Kong
$401M +$61.8M +18% 8
CF
3754
Copperwynd Financial
Arizona
$401M +$38.3M +11% 166
ODG
3755
O'Dell Group
Ohio
$401M +$15M +4% 36
BHWA
3756
Beacon Harbor Wealth Advisors
Virginia
$401M -$29.6M -7% 92
AA
3757
Addison Advisors
Vermont
$401M +$34.2M +9% 932
BCM
3758
Beck Capital Management
Texas
$401M +$60.3M +18% 131
SIAG
3759
Safeguard Investment Advisory Group
California
$401M +$32.7M +9% 157
WPIC
3760
White Pine Investment Company
Michigan
$401M +$29.2M +8% 68
RC
3761
Reik & Co
New York
$401M -$29.2M -7% 56
BZWA
3762
Blue Zone Wealth Advisors
California
$400M +$40.5M +11% 115
GLAM
3763
Gardner Lewis Asset Management
Pennsylvania
$400M -$14.7M -4% 102
LOAMU
3764
Lombard Odier Asset Management (USA)
New York
$400M +$104M +35% 353
MWM
3765
Marion Wealth Management
Pennsylvania
$399M +$25.1M +7% 140
CCIP
3766
Camrose Capital Investment Partners
United Kingdom
$399M +$121M +43% 9
WWM
3767
Wiser Wealth Management
Georgia
$399M +$42.9M +12% 53
LHC
3768
Little House Capital
Massachusetts
$399M +$35.4M +10% 141
OHA
3769
Oak Hill Advisors
New York
$399M -$73.1M -15% 14
MA
3770
MSA Advisors
California
$399M +$8.21M +2% 34
ZI
3771
ZEGA Investments
Florida
$399M +$58.3M +17% 143
FGWP
3772
Founders Grove Wealth Partners
Virginia
$399M +$39.6M +11% 135
DAL
3773
Delta Air Lines
Georgia
$398M +$65.8M +20% 2
AWAM
3774
Appian Way Asset Management
New York
$398M -$23.9M -6% 36
SWGC
3775
Summit Wealth Group (Colorado)
Colorado
$398M 236