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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
LPT
1576
Legacy Private Trust
Wisconsin
$1.17B +$66.6M +6% 6.27% 63.5% 235 9.36%
SB
1577
Simmons Bank
Arkansas
$1.17B +$8.05M +0.7% 4.28% 92.9% 350 8.29%
MNBTD
1578
Moody National Bank Trust Division
Texas
$1.17B +$21.5M +2% 3.12% 112% 618 6.47%
HIM
1579
Hillsdale Investment Management
Ontario, Canada
$1.17B -$15.4M -1% 9.56% 271% 662 34.44%
FBB
1580
Fulton Breakefield Broenniman
Maryland
$1.16B +$37.1M +3% 5.29% 68% 180 8.89%
1WCM
1581
12 West Capital Management
New York
$1.16B +$174M +18% 20.6% 169% 29 44.83%
ZB
1582
Zions Bancorporation
Utah
$1.16B -$103M -8% 6.15% 22.9% 1,075 17.3%
CTI
1583
Community Trust & Investment
Kentucky
$1.16B +$62.9M +6% 7.29% 104% 121 9.92%
KA
1584
Klingman & Associates
New York
$1.16B +$21.1M +2% 4.83% 59.3% 209 7.66%
CA
1585
CSM Advisors
Pennsylvania
$1.16B +$108M +10% 7.33% 105% 149 17.45%
SP
1586
Stairway Partners
Illinois
$1.15B +$453M +65% 5.32% 43.9% 15 33.33%
SFG
1587
Sather Financial Group
Texas
$1.15B -$65M -5% 6.8% 70% 107 12.15%
GIM
1588
Goelzer Investment Management
Indiana
$1.15B -$16.6M -1% 2.64% 98.9% 244 11.89%
BWM
1589
Baystate Wealth Management
Massachusetts
$1.15B +$56.7M +5% 5.37% 14.6% 1,093 16.01%
OAM
1590
Ostrum Asset Management
France
$1.15B 4.63% 107% 671
BWP
1591
Baldwin Wealth Partners
Massachusetts
$1.15B +$44.8M +4% 7.91% 85.9% 821 7.43%
SIMG
1592
Sonora Investment Management Group
Arizona
$1.15B +$49.2M +4% 4.6% 78.3% 286 10.49%
MWM
1593
Meridian Wealth Management
Kentucky
$1.15B +$125M +12% 10.5% 117% 568 11.44%
LOAMS
1594
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.15B -$105M -8% 6.47% 135% 431 25.06%
ACM
1595
Adelante Capital Management
California
$1.14B -$42.8M -4% 3.22% 43.2% 46 10.87%
SF
1596
Summit Financial
New Jersey
$1.14B +$81.1M +8% 7.85% 81.8% 265 9.81%
RIL
1597
Rothschild Investment LLC
Illinois
$1.14B +$54.6M +5% 6.55% 99.4% 511 7.63%
CIAS
1598
CBIZ Investment Advisory Services
Ohio
$1.14B +$886M +345% 5.69% 48.7% 39 46.15%
WP
1599
WMS Partners
Maryland
$1.14B +$133M +13% 5.95% 10.8% 296 13.18%
ATPW
1600
Ashton Thomas Private Wealth
Arizona
$1.14B +$135M +13% 5.86% 77.5% 526 16.16%