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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
LFS
1726
Lutz Financial Services
Nebraska
$1.49B +$17.6M +1% 102
AIA
1727
Angeles Investment Advisors
California
$1.49B -$11.1M -0.7% 33
FAT
1728
First American Trust
California
$1.49B +$31.3M +2% 313
OA
1729
Oak Associates
Ohio
$1.49B -$178M -11% 152
AIA
1730
Ally Invest Advisors
North Carolina
$1.49B +$36.8M +3% 76
MHS
1731
M Holdings Securities
Oregon
$1.48B +$82.4M +6% 319
BCM
1732
BTC Capital Management
Iowa
$1.48B +$44.2M +3% 214
AAIM
1733
American Assets Investment Management
California
$1.47B +$24.8M +2% 149
CWM
1734
Cahaba Wealth Management
Georgia
$1.47B +$36.6M +3% 165
BHWM
1735
Beaird Harris Wealth Management
Texas
$1.47B +$19.3M +1% 740
SVWAG
1736
Sound View Wealth Advisors Group
Georgia
$1.47B -$20.7M -1% 438
KRSITF
1737
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47B -$76.5M -5% 496
FWP
1738
Falcon Wealth Planning
California
$1.47B +$281M +24% 247
SRC
1739
Shufro Rose & Co
New York
$1.47B -$4.62M -0.3% 323
PWMAG
1740
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46B +$10.6M +0.7% 601
ACM
1741
Adelante Capital Management
California
$1.46B -$21.6M -1% 46
LLL
1742
Lynrock Lake LP
New York
$1.46B -$55.1M -4% 31
MCI
1743
McDonald Capital Investors
California
$1.46B -$169M -10% 21
KFGK
1744
Keystone Financial Group (Kentucky)
Kentucky
$1.46B +$109M +8% 535
AC
1745
Avestar Capital
New York
$1.46B +$4.94M +0.3% 489
SWA
1746
SFMG Wealth Advisors
Texas
$1.46B -$31.3M -2% 329
TSAM
1747
Trinity Street Asset Management
United Kingdom
$1.46B -$133M -8% 23
SAW
1748
Signal Advisors Wealth
Michigan
$1.46B +$199M +16% 608
L7C
1749
Liberty 77 Capital
District of Columbia
$1.46B +$111M +8% 4
CCA
1750
Checchi Capital Advisers
California
$1.46B -$14M -1% 612