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
LFS
2076
Lutz Financial Services
Nebraska
$511M +$20.6M +4% 65
HIM
2077
HGC Investment Management
Ontario, Canada
$510M +$79.9M +19% 168
STT
2078
Singapore Technologies Telemedia
Singapore
$509M +$25.5M +5% 1
BAM
2079
Belpointe Asset Management
Nevada
$508M -$3.61M -0.7% 670
PP
2080
Peconic Partners
New York
$508M +$10.3M +2% 73
WAS
2081
Wesleyan Assurance Society
United Kingdom
$507M +$25M +5% 88
CCG
2082
Cypress Capital Group
Florida
$507M +$18.4M +4% 247
DK
2083
Darrell & King
Virginia
$507M -$88.9M -15% 55
BWM
2084
BerganKDV Wealth Management
Minnesota
$506M +$16.5M +3% 790
FFA
2085
Fragasso Financial Advisors
Pennsylvania
$506M +$37.2M +8% 125
CW
2086
Cobiz Wealth
Colorado
$506M -$13.4M -3% 122
AAP
2087
Ardsley Advisory Partners
Connecticut
$505M +$44.7M +10% 185
AP
2088
Archon Partners
New Jersey
$504M +$29.8M +6% 60
SFM
2089
Signet Financial Management
New Jersey
$504M -$6.51M -1% 245
KFS
2090
Kurt F. Somerville
$504M -$107K -0% 110
BST
2091
Bath Savings Trust
Maine
$503M +$28.6M +6% 134
VCP
2092
Vista Capital Partners
Oregon
$503M +$16.9M +3% 58
EMG
2093
Ellington Management Group
Connecticut
$503M +$35.9M +8% 880
PHS
2094
Pekin Hardy Strauss
Illinois
$502M +$2.54M +0.5% 215
WAM
2095
Weatherly Asset Management
California
$502M +$12.2M +2% 192
GC
2096
Gobi Capital
California
$502M +$5.39M +1% 8
AAM
2097
Auxier Asset Management
Oregon
$501M +$14.6M +3% 163
ALAM
2098
Asahi Life Asset Management
Japan
$501M -$110M -18% 250
NL
2099
NWAM LLC
Washington
$501M +$37M +8% 385
BOPW
2100
Brandywine Oak Private Wealth
Pennsylvania
$500M +$20.5M +4% 232