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
LGWM
2401
Litman Gregory Wealth Management
California
$544M +$60.2M +12% 223
WHP
2402
Washington Harbour Partners
Virginia
$544M 40
IGM
2403
Incline Global Management
New York
$544M +$20.2M +4% 25
BCIMC
2404
Boyu Capital Investment Management Company
Hong Kong
$544M 11
DS
2405
Dudley & Shanley
Florida
$543M +$132M +32% 31
CCM
2406
Carlson Capital Management
Minnesota
$543M +$80.9M +18% 140
ZIG
2407
Zuckerman Investment Group
Illinois
$543M +$92M +20% 92
PCG
2408
Private Capital Group
Connecticut
$543M +$66.9M +14% 2,264
TCM
2409
Tufton Capital Management
Maryland
$542M +$58.2M +12% 127
BMM
2410
Berkshire Money Management
Massachusetts
$542M +$60.5M +13% 34
WP
2411
WealthShield Partners
North Carolina
$542M +$256M +90% 438
RMC
2412
Regis Management Company
California
$542M +$58.4M +12% 54
CFG
2413
CKW Financial Group
Hawaii
$542M +$42M +8% 186
CL
2414
CIM LLC
New York
$542M +$50.7M +10% 171
HLC
2415
Hunt Lane Capital
New York
$542M +$86.5M +19% 24
TPC
2416
Tiger Pacific Capital
New York
$541M +$147M +37% 17
FANJ
2417
Financial Architects (New Jersey)
New Jersey
$541M +$87.3M +19% 322
FG
2418
Foster Group
Iowa
$541M 109
VCM
2419
Vector Capital Management
California
$540M +$77.4M +17% 5
SIA
2420
Soltis Investment Advisors
Utah
$540M +$114M +27% 227
SL
2421
Salomon & Ludwin
Virginia
$539M +$62.1M +13% 69
BWL
2422
Bogart Wealth LLC
Virginia
$539M +$88.2M +20% 584
AAM
2423
Auxier Asset Management
Oregon
$539M +$60.7M +13% 158
QCG
2424
Quadrant Capital Group
Ohio
$539M +$79.6M +17% 2,448
IP
2425
Isomer Partners
New York
$538M +$154M +40% 24