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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
CHAM
1826
Clear Harbor Asset Management
Connecticut
$1.48B +$36.3M +3% 4.37% 71.8% 487 21.97%
CA
1827
Cullinan Associates
Kentucky
$1.48B -$60.4M -4% 4.52% 86.7% 218 5.5%
SIM
1828
SSI Investment Management
California
$1.47B +$8.85M +0.6% 1.6% 11.8% 260 5%
JEST
1829
JTC Employer Solutions Trustee
Jersey
$1.47B +$307M +26% 12.6% 83.5% 328 7.93%
LFS
1830
Lutz Financial Services
Nebraska
$1.47B +$88.9M +6% 1.34% 28.7% 103 7.77%
1CP
1831
1607 Capital Partners
Virginia
$1.47B +$140M +11% 1.73% 19.1% 140 23.57%
SP
1832
Sherman Porfolios
Idaho
$1.47B +$1.19B +424% 4.64% 189 80.42%
TAM
1833
Trust Asset Management
Texas
$1.47B +$11.1M +0.8% 3.06% 91.1% 231 2.6%
WGAM
1834
Wilkinson Global Asset Management
New York
$1.46B -$126M -8% 1.28% 71.1% 70 15.71%
CWG
1835
Cornerstone Wealth Group
North Carolina
$1.46B -$18.3M -1% 2.95% 96.5% 408 18.38%
CA
1836
CapWealth Advisors
Tennessee
$1.46B +$8.72M +0.6% 2.27% 143% 125 5.6%
IAIM
1837
International Assets Investment Management
Florida
$1.46B +$219M +18% 2.58% 85% 2,252 65.19%
SWP
1838
Strategic Wealth Partners
Ohio
$1.46B +$120M +9% 2.6% 1,570 24.08%
RIM
1839
Ranger Investment Management
Texas
$1.46B +$23.6M +2% 2.34% 71.6% 85 17.65%
SRAIM
1840
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.46B -$219M -13% 8.44% 63.7% 34 11.76%
RI
1841
RWWM Inc
California
$1.46B +$54.9M +4% 2.96% 37% 37 18.92%
FAT
1842
First American Trust
California
$1.46B +$78.1M +6% 3.29% 75.4% 293 13.99%
BBA
1843
Baader Bank Aktiengesellschaft
Germany
$1.45B -$84.6M -5% 5.76% 155% 635 55.12%
PWMAG
1844
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45B +$121M +9% 3.37% 64.3% 538 26.77%
BHWM
1845
Beaird Harris Wealth Management
Texas
$1.45B +$41.4M +3% 1.49% 41.3% 767 13.95%
KCM
1846
Kanawha Capital Management
Virginia
$1.45B +$6.41M +0.4% 1.69% 62.5% 224 4.91%
PTC
1847
Philadelphia Trust Company
Pennsylvania
$1.45B +$29.7M +2% 5.91% 141% 275 12%
IEFM
1848
IQ EQ Fund Management
Ireland
$1.45B -$26.3M -2% 0.62% 68.8% 333 16.52%
AIA
1849
Ally Invest Advisors
North Carolina
$1.45B +$55M +4% 1.53% 32.2% 77 1.3%
YIA
1850
YHB Investment Advisors
Connecticut
$1.45B +$80M +6% 3.88% 85.7% 312 9.29%