We are live on ! Find out more

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
NAM
1776
Nexpoint Asset Management
Texas
$1.49B +$55.4M +4% 7.68% 209% 111 50.45%
TE
1777
Tema ETFs
New York
$1.49B +$201M +16% 10.6% 590 8.14%
UPS
1778
UHLMANN PRICE SECURITIES
Illinois
$1.49B +$1.32B +783% 17.5% 263 28.52%
PIM
1779
Plato Investment Management
Australia
$1.49B -$41.2M -3% 2.32% 554 14.26%
LFS
1780
Lutz Financial Services
Nebraska
$1.49B +$17.6M +1% 0.37% 28.7% 102 1.96%
AIA
1781
Angeles Investment Advisors
California
$1.49B -$11.1M -0.7% 1.18% 71.7% 33 24.24%
FAT
1782
First American Trust
California
$1.49B +$31.3M +2% 0.44% 75.4% 313 15.65%
OA
1783
Oak Associates
Ohio
$1.49B -$178M -11% 3.44% 112% 152 21.71%
AIA
1784
Ally Invest Advisors
North Carolina
$1.49B +$36.8M +3% 0.73% 32.2% 76 1.32%
MHS
1785
M Holdings Securities
Oregon
$1.48B +$82.4M +6% 0.1% 68.2% 319 16.61%
BCM
1786
BTC Capital Management
Iowa
$1.48B +$44.2M +3% 2.44% 214 6.54%
SWA
1787
SFMG Wealth Advisors
Texas
$1.48B -$14.8M -1% 0.42% 63.3% 341 13.49%
AAIM
1788
American Assets Investment Management
California
$1.47B +$24.8M +2% 5.88% 413% 149 4.7%
CWM
1789
Cahaba Wealth Management
Georgia
$1.47B +$36.6M +3% 0.9% 36.7% 166 13.25%
BHWM
1790
Beaird Harris Wealth Management
Texas
$1.47B +$19.3M +1% 0.52% 41.3% 739 12.04%
SRC
1791
Shufro Rose & Co
New York
$1.47B -$8.04M -0.5% 1.73% 47.5% 326 12.88%
SVWAG
1792
Sound View Wealth Advisors Group
Georgia
$1.47B -$20.7M -1% 0.62% 60.5% 438 8.68%
KRSITF
1793
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47B -$76.5M -5% 2.41% 89.2% 496 0.81%
FWP
1794
Falcon Wealth Planning
California
$1.47B +$281M +24% 1.15% 52.7% 247 17%
VCP
1795
Verus Capital Partners
Arizona
$1.46B -$38.3M -3% 2.36% 83% 510 19.41%
PWMAG
1796
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46B +$10.6M +0.7% 0.01% 64.3% 601 20.63%
ACM
1797
Adelante Capital Management
California
$1.46B -$21.6M -1% 5.89% 33.7% 46 17.39%
LLL
1798
Lynrock Lake LP
New York
$1.46B -$55.1M -4% 8.63% 17.7% 29 17.24%
MCI
1799
McDonald Capital Investors
California
$1.46B -$169M -10% 7.71% 66% 21 0%
KFGK
1800
Keystone Financial Group (Kentucky)
Kentucky
$1.46B +$109M +8% 1.7% 86.6% 535 17.2%