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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
FBT
3126
First Bank & Trust
South Dakota
$395M +$16.5M +4% 204
PCWA
3127
Pacific Capital Wealth Advisors
California
$394M +$5.78M +1% 88
MC
3128
Miramar Capital
Illinois
$394M +$5.44M +1% 92
JJBC
3129
James J. Burns & Company
New York
$394M +$6.31M +2% 120
PCA
3130
Providence Capital Advisors
North Carolina
$394M +$15.7M +4% 327
MSWMA
3131
Market Street Wealth Management Advisors
Indiana
$394M +$13.4M +4% 92
LMGAM
3132
Liberty Mutual Group Asset Management
Massachusetts
$394M -$47.2M -11% 130
CIA
3133
Compass Ion Advisors
Pennsylvania
$394M -$2.28M -0.6% 81
PCI
3134
Planning Center Inc
Illinois
$394M +$29.6M +8% 79
SCM
3135
Shah Capital Management
North Carolina
$394M +$49.8M +15% 17
RCM
3136
Requisite Capital Management
Texas
$393M +$68.8M +21% 79
IA
3137
Icon Advisers
Colorado
$393M +$5.5K +0% 172
NW
3138
Naviter Wealth
Arkansas
$393M +$107M +38% 237
VM
3139
VPR Management
Texas
$393M -$86.6M -18% 54
PIFP
3140
Partners in Financial Planning
Virginia
$393M +$12.7M +3% 95
D
3141
Diversified
Delaware
$393M +$113M +41% 156
SNB
3142
Security National Bank
Nebraska
$393M +$17.8M +5% 105
PA
3143
Perennial Advisors
New York
$392M +$42.8M +12% 130
TTSTC
3144
Texas Treasury Safekeeping Trust Company
Texas
$392M +$11.5M +3% 8
WCWM
3145
Wooster Corthell Wealth Management
Connecticut
$392M +$17.8M +5% 46
CM
3146
Cornerstone Management
Georgia
$392M +$8.38M +2% 249
IC
3147
Intel Corp
California
$392M +$191M +95% 8
BSWM
3148
Boston Standard Wealth Management
Massachusetts
$391M +$42.6M +12% 42
CAWM
3149
Capital Advisors Wealth Management
Washington
$391M +$29.5M +8% 153
CA
3150
Cambridge Advisors
Nebraska
$391M +$169K +0% 187