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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
FAT
1726
First American Trust
California
$1.49B +$31.3M +2% 313
OA
1727
Oak Associates
Ohio
$1.49B -$178M -11% 152
AIA
1728
Ally Invest Advisors
North Carolina
$1.49B +$36.8M +3% 76
MHS
1729
M Holdings Securities
Oregon
$1.48B +$82.4M +6% 319
BCM
1730
BTC Capital Management
Iowa
$1.48B +$44.2M +3% 214
AAIM
1731
American Assets Investment Management
California
$1.47B +$24.8M +2% 149
CWM
1732
Cahaba Wealth Management
Georgia
$1.47B +$36.6M +3% 165
BHWM
1733
Beaird Harris Wealth Management
Texas
$1.47B +$19.3M +1% 740
SVWAG
1734
Sound View Wealth Advisors Group
Georgia
$1.47B -$20.7M -1% 438
KRSITF
1735
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47B -$76.5M -5% 496
FWP
1736
Falcon Wealth Planning
California
$1.47B +$281M +24% 247
SRC
1737
Shufro Rose & Co
New York
$1.47B -$4.62M -0.3% 323
PWMAG
1738
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46B +$10.6M +0.7% 601
ACM
1739
Adelante Capital Management
California
$1.46B -$21.6M -1% 46
LLL
1740
Lynrock Lake LP
New York
$1.46B -$55.1M -4% 31
MCI
1741
McDonald Capital Investors
California
$1.46B -$169M -10% 21
KFGK
1742
Keystone Financial Group (Kentucky)
Kentucky
$1.46B +$109M +8% 535
AC
1743
Avestar Capital
New York
$1.46B +$4.94M +0.3% 489
SWA
1744
SFMG Wealth Advisors
Texas
$1.46B -$31.3M -2% 329
TSAM
1745
Trinity Street Asset Management
United Kingdom
$1.46B -$133M -8% 23
SAW
1746
Signal Advisors Wealth
Michigan
$1.46B +$199M +16% 608
L7C
1747
Liberty 77 Capital
District of Columbia
$1.46B +$111M +8% 4
CCA
1748
Checchi Capital Advisers
California
$1.46B -$14M -1% 612
BFA
1749
Beaumont Financial Advisors
Massachusetts
$1.46B -$62.9M -4% 395
VCP
1750
Verus Capital Partners
Arizona
$1.45B -$143M -9% 528