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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
SIA
1751
Soltis Investment Advisors
Utah
$1.8B +$212M +13% 15.3% 80.8% 697 23.82%
1WM
1752
1900 Wealth Management
Texas
$1.8B +$238M +15% 12.7% 55.2% 317 21.77%
WJA
1753
Willis Johnson & Associates
Texas
$1.8B +$78M +5% 10.7% 50.9% 199 49.75%
CST
1754
Charles Schwab Trust
Nevada
$1.79B +$250M +16% 9.42% 45.6% 179 12.29%
ELI
1755
Empire Life Investments
Ontario, Canada
$1.79B +$146M +9% 20.6% 90.8% 117 9.4%
AC
1756
Avestar Capital
New York
$1.79B +$234M +15% 19% 101% 587 20.61%
FSA
1757
Franklin Street Advisors
North Carolina
$1.79B +$160M +10% 17.8% 113% 182 8.79%
FAB
1758
First American Bank
Illinois
$1.79B +$196M +12% 15.5% 99.7% 210 12.86%
OA
1759
Oak Associates
Ohio
$1.79B +$301M +20% 33.5% 152% 148 11.49%
CFM
1760
Catalyst Funds Management
Australia
$1.78B +$1.19B +202% 43.9% 940 69.47%
ESBC
1761
E.S. Barr & Co
Kentucky
$1.78B +$64.4M +4% 8.87% 73.5% 114 7.02%
CIA
1762
Capital Impact Advisors
Massachusetts
$1.78B +$1.54B +621% 53.1% 35 31.43%
GWANC
1763
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.78B +$194M +12% 12.6% 58.9% 646 45.98%
BCIM
1764
Black Creek Investment Management
Ontario, Canada
$1.78B -$82.3M -4% 1.85% 11.1% 31 32.26%
WC
1765
Waterloo Capital
Texas
$1.78B +$355M +25% 14.8% 79.8% 607 28.5%
NIP
1766
Nicholas Investment Partners
California
$1.78B +$390M +28% 34.8% 397% 245 32.24%
FDP
1767
Financiere des Professionnels
Quebec, Canada
$1.77B +$67.9M +4% 21.5% 79.7% 423 37.59%
CC
1768
Covalis Capital
United Kingdom
$1.77B +$147M +9% 6.44% 37.9% 175 72%
IP
1769
Indivisible Partners
Florida
$1.77B +$639M +57% 26.4% 663 31.07%
SGAM
1770
Stephens Group Asset Management
Arkansas
$1.77B +$200M +13% 12.4% 48.3% 26 0%
ORI
1771
Oak Ridge Investments
Illinois
$1.77B +$256M +17% 46.4% 208% 201 25.37%
PPC
1772
Park Presidio Capital
California
$1.77B +$341M +24% 15.4% 94.1% 14 7.14%
DP
1773
Dearborn Partners
Illinois
$1.77B -$81.2M -4% 6.67% 46.1% 290 8.97%
FRA
1774
Frank Rimerman Advisors
California
$1.77B +$241M +16% 25.5% 133% 660 17.88%
CPCM
1775
Cardinal Point Capital Management
Ontario, Canada
$1.77B +$134M +8% 10.2% 59.1% 312 14.1%