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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
AG
1826
Ascent Group
Virginia
$836M -$22.9M -3% 10.8% 66.3% 512 23.24%
IWP
1827
Icon Wealth Partners
Texas
$836M -$169M -17% 13.4% 348 20.4%
WI
1828
Wintrust Investments
Illinois
$836M -$203M -20% 14.2% 27.5% 423 17.26%
ACM
1829
Advance Capital Management
Michigan
$836M +$12.9M +2% 10.8% 46.9% 93 17.2%
BB
1830
Bell Bank
North Dakota
$836M -$60.7M -7% 13.4% 64.3% 212 22.17%
RC
1831
Roundview Capital
New Jersey
$835M -$138M -14% 12.8% 63.2% 296 7.77%
TTWM
1832
TCV Trust & Wealth Management
Virginia
$835M -$104M -11% 11.5% 69% 209 8.61%
PWP
1833
Principle Wealth Partners
Connecticut
$831M -$120M -13% 13% 65.9% 330 12.73%
ERIM
1834
Eagle Ridge Investment Management
Connecticut
$830M -$108M -12% 12% 28.2% 163 13.5%
CA
1835
CapWealth Advisors
Tennessee
$829M -$148M -15% 11.7% 128% 130 20%
LNB
1836
Ledyard National Bank
$828M -$172M -17% 13.7% 69.8% 233 12.45%
CIAS
1837
Capital Investment Advisory Services
North Carolina
$826M -$93M -10% 10.7% 69.3% 880 11.02%
SCA
1838
Stonebridge Capital Advisors
Minnesota
$825M -$100M -11% 11.7% 64.2% 1,119 19.84%
SFG
1839
StrategIQ Financial Group
Indiana
$825M -$95.7M -10% 12.1% 12.6% 299 7.69%
VC
1840
Vestor Capital
Illinois
$825M -$183M -18% 11.8% 170% 245 20.82%
GC
1841
Garde Capital
Washington
$822M -$152M -16% 14.7% 51.5% 287 13.59%
FBA
1842
Front Barnett Associates
Illinois
$821M -$172M -17% 15.1% 40.5% 119 7.56%
AVM
1843
Arch Venture Management
Illinois
$821M +$121M +17% 3.83% 209% 10 20%
FFBTD
1844
First Financial Bank - Trust Division
Ohio
$820M -$120M -13% 12.7% 62.6% 186 7.53%
BCM
1845
BTC Capital Management
Iowa
$818M -$194M -19% 14.8% 269 10.04%
LWMT
1846
Legacy Wealth Management (Tennessee)
Tennessee
$818M -$20.1M -2% 14.9% 46.9% 19 15.79%
AHC
1847
Adell Harriman & Carpenter
Texas
$815M -$213M -21% 13.8% 128% 175 22.29%
ICP
1848
Ironvine Capital Partners
Nebraska
$815M -$112M -12% 14.4% 51.8% 56 5.36%
HCM
1849
Hilton Capital Management
New York
$815M -$121M -13% 6.36% 51.5% 141 27.66%
GPCM
1850
Greenbrier Partners Capital Management
Texas
$814M -$246M -23% 22.4% 111% 15 0%