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
WIC
2301
Woodmont Investment Counsel
Tennessee
$409M +$5.36M +1% 172
LGWM
2302
Litman Gregory Wealth Management
California
$409M +$29.8M +8% 245
MIM
2303
Martin Investment Management
Florida
$408M +$10.4M +3% 45
LG
2304
LaFleur & Godfrey
Michigan
$408M +$7.13M +2% 72
SFWA
2305
Summit Financial Wealth Advisors
Louisiana
$408M -$1.01M -0.2% 157
BAM
2306
Brilliance Asset Management
Hong Kong
$408M +$84.4M +26% 7
BHB
2307
Bank Hapoalim BM
Israel
$407M -$25K -0% 185
GFA
2308
Gallagher Fiduciary Advisors
Illinois
$407M -$388M -49% 8
SCM
2309
SIR Capital Management
New York
$407M -$165M -29% 70
RI
2310
RPTC Inc
Wyoming
$407M -$17.9M -4% 11
GBA
2311
Global Beta Advisors
Pennsylvania
$407M +$944K +0.2% 7
WDL
2312
Well Done LLC
Michigan
$407M -$21.5M -5% 156
IMOV
2313
Investment Management of Virginia
Virginia
$406M -$10.8M -3% 153
QCM
2314
Quest Capital Management
Texas
$406M +$13.9M +4% 233
SLG
2315
Stanley-Laman Group
Pennsylvania
$405M -$11.8M -3% 294
SG
2316
Swarthmore Group
Pennsylvania
$405M -$1.41M -0.3% 34
DS
2317
Dudley & Shanley
Florida
$405M -$9.57M -2% 27
DCM
2318
Decatur Capital Management
Georgia
$405M -$128M -24% 64
SRFM
2319
Shannon River Fund Management
New York
$404M -$13.7M -3% 35
LA
2320
LVW Advisors
New York
$404M +$41.9M +12% 190
ES
2321
Equitec Specialists
Illinois
$403M +$68.6M +20% 159
GAM
2322
Gemmer Asset Management
California
$403M +$29.7M +8% 1,545
PO
2323
Private Ocean
California
$403M +$28.2M +8% 655
OIM
2324
Oracle Investment Management
Connecticut
$402M -$60.5M -13% 17
KCM
2325
Kingstown Capital Management
New York
$402M -$147M -27% 16