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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
LSAG
1276
Lake Street Advisors Group
New Hampshire
$2.17B +$86.6M +4% 6.62% 16% 666 9.01%
LMIM
1277
Lockheed Martin Investment Management
Maryland
$2.16B +$432M +25% 5.44% 67.6% 163 46.01%
LI
1278
Leeward Investments
Massachusetts
$2.16B -$22.1M -1% 10.9% 70.5% 148 4.05%
SFS
1279
Sowell Financial Services
Arkansas
$2.15B +$58.5M +3% 5.62% 85.9% 592 22.47%
SAM
1280
Simplify Asset Management
Nevada
$2.15B +$655M +44% 6.99% 45% 129 33.33%
NRCM
1281
North Reef Capital Management
California
$2.14B -$15.9M -0.7% 12.4% 68.1% 56 32.14%
HWAM
1282
Hennion & Walsh Asset Management
New Jersey
$2.14B +$195M +10% 6.84% 93.9% 908 12.33%
CPC
1283
Cookson Peirce & Co
Pennsylvania
$2.13B +$54.9M +3% 9.29% 307% 279 32.26%
HWA
1284
Heritage Wealth Advisors
Virginia
$2.13B -$83.4M -4% 8.2% 57.1% 645 19.22%
BHIA
1285
Birch Hill Investment Advisors
Massachusetts
$2.13B +$61.2M +3% 5.47% 73.7% 179 4.47%
CA
1286
CoreCap Advisors
Michigan
$2.13B +$1.16B +121% 5.71% 83.5% 2,770 46.5%
SAM
1287
Southeastern Asset Management
Tennessee
$2.12B -$175M -8% 13.9% 28.6% 50 18%
MA
1288
Montag & Associates
Georgia
$2.12B +$135M +7% 6.38% 68% 1,056 9.85%
IAN
1289
Integrated Advisors Network
Texas
$2.11B +$162M +8% 7.02% 83% 758 16.23%
BWL
1290
Bogart Wealth LLC
Virginia
$2.11B +$148M +8% 6.26% 60.5% 1,179 9.5%
CTC
1291
Chai Trust Company
Illinois
$2.11B +$1.46B +225% 11.7% 20.2% 12 16.67%
MMEA
1292
Main Management ETF Advisors
California
$2.11B +$107M +5% 2.87% 69.8% 164 84.76%
SIG
1293
Senator Investment Group
New York
$2.11B +$55.7M +3% 11.2% 219% 84 41.67%
CTA
1294
Chesley Taft & Associates
Illinois
$2.1B +$103M +5% 6.35% 80.9% 329 7.9%
TBC
1295
Tweedy, Browne Co
Connecticut
$2.1B -$77.1M -4% 5.38% 71.5% 45 6.67%
JIC
1296
Joel Isaacson & Co
New York
$2.1B +$193M +10% 6.6% 61.3% 380 11.05%
SL
1297
Summitry LLC
California
$2.09B +$158M +8% 6.88% 68.1% 138 17.39%
ECP
1298
Electron Capital Partners
New York
$2.08B +$134M +7% 22.6% 269% 53 26.42%
DIA
1299
Davidson Investment Advisors
Montana
$2.07B +$128M +7% 6.43% 69.5% 124 11.29%
RCM
1300
Rivernorth Capital Management
Florida
$2.07B -$46.1M -2% 3.94% 4.95% 491 30.96%