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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
AFG
1826
American Financial Group
Ohio
$726M -$19.8M -3% 2.71% 32.3% 124 10.48%
SWA
1827
SFMG Wealth Advisors
Texas
$725M +$23.2M +3% 5.58% 63.3% 192 16.67%
EWM
1828
Elite Wealth Management
Washington
$724M +$384M +113% 11.4% 130% 50 32%
CAM
1829
Coltrane Asset Management
New York
$724M +$583M +412% 6.87% 50.3% 7 85.71%
EWM
1830
Executive Wealth Management
Michigan
$723M +$57.4M +9% 7.52% 18.4% 156 17.95%
CF
1831
Centaurus Financial
California
$722M +$45.8M +7% 7.34% 60.5% 718 24.51%
HHAA
1832
Henry H. Armstrong Associates
Pennsylvania
$722M +$54M +8% 9.62% 49.3% 58 5.17%
KF
1833
Krilogy Financial
Missouri
$721M +$68.4M +10% 6.61% 53.4% 244 13.52%
KRSITF
1834
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$721M +$101M +16% 10.1% 89.2% 453 6.18%
KAS
1835
Kemnay Advisory Services
New York
$721M +$45M +7% 12.1% 153% 106 46.23%
LIA
1836
LBMC Investment Advisors
Tennessee
$721M +$86.1M +14% 6.05% 43.6% 121 17.36%
SJIC
1837
St. James Investment Company
Texas
$720M +$66.7M +10% 6.59% 47.7% 34 8.82%
CW
1838
CreativeOne Wealth
Kansas
$720M +$76.8M +12% 4.68% 51.6% 284 21.13%
PS
1839
Portfolio Solutions
Michigan
$720M +$19.5M +3% 6.18% 11.6% 53 9.43%
TAM
1840
Third Avenue Management
New York
$719M +$5.84M +0.8% 9.15% 111% 67 7.46%
ROTUOC
1841
Regents of the University of California
California
$719M +$6.6M +0.9% 1.1% 63% 35 28.57%
AC
1842
Antara Capital
New York
$719M -$180M -20% 7.57% 39.8% 99 68.69%
BCM
1843
BTC Capital Management
Iowa
$717M +$62.8M +10% 8.68% 203 14.29%
BI
1844
Bramshill Investments
Florida
$715M +$82.3M +13% 3.73% 0.88% 144 31.94%
PWM
1845
Perigon Wealth Management
California
$715M +$84.6M +13% 12% 81.3% 401 14.21%
ERIM
1846
Eagle Ridge Investment Management
Connecticut
$715M +$54.7M +8% 6.15% 28.2% 146 18.49%
MAM
1847
Mastrapasqua Asset Management
Tennessee
$715M +$65.1M +10% 11.7% 54.9% 150 12.67%
CIS
1848
Connors Investor Services
Pennsylvania
$714M +$40.6M +6% 9.34% 116% 148 11.49%
CTC
1849
Chai Trust Company
Illinois
$714M -$68.7M -9% 8.07% 20.2% 22 0%
RA
1850
RFG Advisory
Alabama
$713M +$69.6M +11% 6.25% 52.3% 428 14.02%