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
LKWM
6451
Lee-Kelleher Wealth Management
Maryland
$168M +$469K +0.3% 44
DMKJ
6452
David M. Knott Jr
$168M -$47.9M -22% 95
DI
6453
Disciplined Investors
Texas
$168M +$15.5M +10% 147
WA
6454
Wealthstar Advisors
Texas
$168M -$15.7M -9% 143
MC
6455
Metavasi Capital
New York
$168M -$59M -26% 31
7CM
6456
7G Capital Management
New York
$168M +$7M +4% 14
CNBOF
6457
City National Bank of Florida
Florida
$168M +$14.6M +10% 148
S
6458
SharpePoint
Arizona
$168M +$808K +0.5% 90
OIM
6459
Opus Investment Management
Massachusetts
$168M +$3.26M +2% 30
YWM
6460
Yukon Wealth Management
Kansas
$168M -$5.99M -3% 82
WAM
6461
WealthTrust Asset Management
Florida
$167M +$24.3M +17% 104
WBWA
6462
William B. Walkup & Associates
South Carolina
$167M -$15.2M -8% 173
KIM
6463
Kestrel Investment Management
California
$167M -$8.94M -5% 44
MW
6464
Members Wealth
Pennsylvania
$167M +$7.71M +5% 116
FF
6465
Farrell Financial
New York
$167M -$2.19M -1% 79
PWP
6466
Pursue Wealth Partners
California
$167M -$38.4M -19% 117
TC
6467
Triavera Capital
California
$167M -$41.9M -20% 18
GSP
6468
Grafton Street Partners
Florida
$167M -$36.9M -18% 13
ALWM
6469
Andrews Lucia Wealth Management
California
$167M -$938K -0.6% 35
MG
6470
Montaka Global
$167M -$44M -21% 22
LAM
6471
Lummis Asset Management
Texas
$167M +$4.69M +3% 201
IAIM
6472
Industrial Alliance Investment Management
Quebec, Canada
$167M -$8.93M -5% 8
RFA
6473
ROI Financial Advisors
Oregon
$167M -$6.89M -4% 69
DSCM
6474
Del-Sette Capital Management
New York
$167M +$5.07M +3% 59
JAM
6475
Jacobs Asset Management
New York
$167M -$12.5M -7% 34