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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
1826
Lutz Financial Services
Nebraska
$1.15B +$2.94M +0.3% 0.65% 28.7% 87 1.15%
OAM
1827
Ostrum Asset Management
France
$1.15B -$119M -9% 1.61% 75.2% 663 4.22%
MTC
1828
McDaniel Terry & Co
Texas
$1.15B +$21.2M +2% 2.33% 52.9% 105 13.33%
TIM
1829
Triodos Investment Management
Netherlands
$1.14B +$38.8M +4% 5.01% 67.4% 48 4.17%
FPM
1830
Francisco Partners Management
California
$1.14B +$48.8M +4% 2.27% 30% 9 22.22%
FLAM
1831
First Light Asset Management
Minnesota
$1.14B -$165M -13% 0.86% 266% 55 29.09%
MIIM
1832
Mesirow Institutional Investment Management
Illinois
$1.14B +$15.8M +1% 2.32% 135 24.44%
EIP
1833
Easterly Investment Partners
Massachusetts
$1.14B -$171M -13% 2.42% 57.6% 221 19%
SCA
1834
Stonebridge Capital Advisors
Minnesota
$1.14B +$24M +2% 2% 64.2% 230 8.7%
SCM
1835
Soleus Capital Management
Connecticut
$1.13B -$213M -16% 4.41% 436% 116 42.24%
CWM
1836
Cahaba Wealth Management
Georgia
$1.13B +$34M +3% 1.17% 36.7% 156 8.97%
PO
1837
Private Ocean
California
$1.13B +$190M +20% 1.06% 2.82% 706 43.06%
TSAM
1838
Trinity Street Asset Management
United Kingdom
$1.13B -$117M -9% 2.92% 78.9% 20 30%
GCM
1839
Gladstone Capital Management
United Kingdom
$1.13B +$121M +12% 10.5% 256% 24 45.83%
ELFC
1840
E-L Financial Corp
Ontario, Canada
$1.13B +$54.5M +5% 4.04% 68.6% 1 0%
AAG
1841
Armstrong Advisory Group
Massachusetts
$1.13B +$100M +10% 1.88% 48.5% 849 16.25%
DIP
1842
DT Investment Partners
Pennsylvania
$1.13B +$141M +14% 1.18% 58% 551 20.15%
FWM
1843
FFT Wealth Management
Pennsylvania
$1.13B -$33.5M -3% 2.69% 53.4% 164 11.59%
GIM
1844
Grassi Investment Management
California
$1.13B +$21.8M +2% 10% 170% 133 8.27%
LGWM
1845
Litman Gregory Wealth Management
California
$1.13B +$24.5M +2% 2.42% 55.5% 138 8.7%
SGAM
1846
Smith Group Asset Management
Texas
$1.13B -$620M -36% 4.53% 194 39.18%
SG
1847
Sienna Gestion
France
$1.13B -$38.2M -3% 3.25% 194 35.57%
NPT
1848
Nixon Peabody Trust
Massachusetts
$1.13B +$36.2M +3% 3.87% 75.5% 138 15.94%
BCP
1849
BlackBarn Capital Partners
New York
$1.13B +$948M +536% 1.2% 28 42.86%
IWA
1850
Icon Wealth Advisors
Texas
$1.12B +$47.8M +4% 2.23% 511 24.85%