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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
AIS
2851
American Investment Services
Massachusetts
$568M +$3.15M +0.6% 162
HI
2852
Human Investing
Oregon
$568M +$4.02M +0.7% 330
MAM
2853
Marquette Asset Management
Minnesota
$567M -$45.3M -7% 209
AR
2854
Advisory Research
Illinois
$567M -$34.4M -6% 156
CWP
2855
CFM Wealth Partners
Texas
$567M -$25.8M -4% 144
CAWM
2856
Capital Advisors Wealth Management
Washington
$566M +$4.36M +0.8% 188
JSL
2857
JT Stratford LLC
Georgia
$566M -$42.7M -7% 338
SA
2858
SoftVest Advisors
Texas
$565M +$65.5M +13% 7
MBT
2859
Montecito Bank & Trust
California
$565M -$12.4M -2% 283
PFG
2860
PAX Financial Group
Texas
$564M +$5.44M +1% 262
TNA
2861
True North Advisors
Texas
$564M +$140M +33% 253
CT
2862
Chicago Trust
Illinois
$564M -$1.07M -0.2% 383
DCM
2863
Dimension Capital Management
Florida
$564M -$48.4M -8% 113
LS
2864
Leelyn Smith
Illinois
$563M +$1.37M +0.2% 140
PFC
2865
Poplar Forest Capital
California
$563M +$19.2M +4% 58
LGM
2866
Logos Global Management
California
$563M -$292M -34% 58
BBNA
2867
Bremer Bank National Association
Minnesota
$562M +$56.1M +11% 183
BCG
2868
Breakwater Capital Group
New Jersey
$561M +$59M +12% 332
SB
2869
Samsara BioCapital
California
$561M -$168M -23% 44
SCM
2870
Sirios Capital Management
Massachusetts
$560M +$3.11M +0.6% 67
WLIM
2871
White Lighthouse Investment Management
Massachusetts
$560M -$9.18M -2% 138
PIM
2872
Parker Investment Management
California
$560M -$82M -13% 35
JJBC
2873
James J. Burns & Company
New York
$558M -$16.7M -3% 151
HGWM
2874
Horst & Graben Wealth Management
Oregon
$557M -$4.4M -0.8% 170
TSWM
2875
Tyler-Stone Wealth Management
Ohio
$557M -$4.86M -0.9% 335