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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 Avg Holding
Period (Yrs)
Smithbridge Asset Management
3151
Smithbridge Asset Management
Pennsylvania
$485M +$45.4M +10% 10.9% – 139 7.91% 4.5
Thrive Wealth Management
3152
Thrive Wealth Management
Pennsylvania
$484M +$34.6M +8% 9.6% 84.1% 219 14.61% 1.5
FBT
3153
First Bank & Trust
South Dakota
$484M +$69.5M +17% 8.54% 85.6% 239 24.27% 3.4
Probity Advisors
3154
Probity Advisors
Texas
$484M +$24.5M +5% 5.38% 61.7% 211 5.21% 4.7
Marotta Asset Management
3155
Marotta Asset Management
Virginia
$483M +$17.7M +4% 4.48% 51% 107 4.67% 3.3
CT
3156
Chicago Trust
Illinois
$483M +$33.6M +7% 9.11% 96.7% 305 13.44% 4.3
FA
3157
Financial Advisors
Massachusetts
$483M +$37M +8% 8.53% 71.5% 81 11.11% 3.7
SOA Wealth Advisors
3158
SOA Wealth Advisors
New York
$483M +$33.6M +7% 9.08% 79.1% 934 5.14% 2.8
Kora Management
3159
Kora Management
New York
$483M +$76.9M +19% 22.9% 307% 7 28.57% 2
Sugarloaf Wealth Management
3160
Sugarloaf Wealth Management
Georgia
$483M +$68.1M +16% 6.28% 10.2% 722 11.91% 3.3
Bright Rock Capital Management
3161
Bright Rock Capital Management
Massachusetts
$483M +$41M +9% 9.7% 53.1% 73 12.33% 5.4
First Fiduciary Investment Counsel
3162
First Fiduciary Investment Counsel
Ohio
$482M +$29.4M +7% 7.35% 60% 66 6.06% 4.4
University of Texas/Texas AM Investment Management Co (UTIMCO)
3163
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$482M +$117M +32% 6.67% 94.2% 219 53.42% 0.6
Capital Advisors Wealth Management
3164
Capital Advisors Wealth Management
Washington
$482M +$43.2M +10% 7.2% 70.5% 167 16.77% 1.7
Stieven Capital Advisors
3165
Stieven Capital Advisors
Missouri
$481M +$15.2M +3% 0.91% 117% 50 20% 3.2
WBI Investments
3166
WBI Investments
New Jersey
$481M -$18.2M -4% 9.37% 105% 260 51.92% 0.9
CTAF
3167
Call To Action Foundation
Utah
$480M +$45.3M +10% 10.1% – 1 0% 0.3
EWG
3168
Executive Wealth Group
Washington
$480M +$323M +206% 2.87% 14.9% 57 19.3% 4.1
Vanderbilt University
3169
Vanderbilt University
Tennessee
$480M +$80.5M +20% 3.08% 76.4% 71 32.39% 1
LECAP Asset Management
3170
LECAP Asset Management
United Kingdom
$480M +$206M +75% 6.49% 35.6% 400 60% 0.1
Legacy Edge Advisors
3171
Legacy Edge Advisors
New York
$480M +$42.9M +10% 6.7% 58.9% 175 16% 0.2
Citizens Business Bank
3172
Citizens Business Bank
California
$480M +$26.1M +6% 9.89% 108% 115 13.91% 5.3
PPP
3173
Private Portfolio Partners
New Jersey
$480M +$44.1M +10% 7.51% 16.9% 286 11.19% 3.2
Valor Management
3174
Valor Management
Illinois
$480M +$116M +32% 3.99% 14.5% 6 50% 0.9
American Money Management
3175
American Money Management
California
$479M +$35.8M +8% 6.76% 65% 140 5% 4.5