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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 Avg Holding
Period (Yrs)
Cahaba Wealth Management
1826
Cahaba Wealth Management
Georgia
$1.47B +$36.6M +3% 0.9% 48.7% 166 13.25% 4.6
Beaird Harris Wealth Management
1827
Beaird Harris Wealth Management
Texas
$1.47B +$19.3M +1% 0.52% 41.3% 739 12.04% 2.2
Shufro Rose & Co
1828
Shufro Rose & Co
New York
$1.47B -$8.04M -0.5% 1.73% 68.1% 326 12.88% 5.3
Sound View Wealth Advisors Group
1829
Sound View Wealth Advisors Group
Georgia
$1.47B -$20.7M -1% 0.62% 73% 438 8.68% 4.1
Kentucky Retirement Systems Insurance Trust Fund
1830
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47B -$76.5M -5% 2.41% 115% 496 0.81% 7.2
Falcon Wealth Planning
1831
Falcon Wealth Planning
California
$1.47B +$281M +24% 1.15% 52.7% 247 17% 2.2
Verus Capital Partners
1832
Verus Capital Partners
Arizona
$1.46B -$38.3M -3% 2.36% 158% 510 19.41% 2.7
PWMAG
1833
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46B +$10.6M +0.7% 0.01% 90.7% 601 20.63% 3.3
Adelante Capital Management
1834
Adelante Capital Management
California
$1.46B -$21.6M -1% 5.89% 43.2% 46 17.39% 4.6
LLL
1835
Lynrock Lake LP
New York
$1.46B -$55.1M -4% 8.63% 21.2% 29 17.24% 2.5
MCI
1836
McDonald Capital Investors
California
$1.46B -$169M -10% 7.71% 60.1% 21 0% 7.4
Keystone Financial Group (Kentucky)
1837
Keystone Financial Group (Kentucky)
Kentucky
$1.46B +$109M +8% 1.7% 116% 535 17.2% 2.1
Trinity Street Asset Management
1838
Trinity Street Asset Management
United Kingdom
$1.46B -$133M -8% 12.3% 76.9% 23 8.7% 2.4
Signal Advisors Wealth
1839
Signal Advisors Wealth
Michigan
$1.46B +$199M +16% 1.53% 70.5% 621 25.44% 0.9
Liberty 77 Capital
1840
Liberty 77 Capital
District of Columbia
$1.46B +$111M +8% 18.6% – 4 25% 1.1
Beaumont Financial Advisors
1841
Beaumont Financial Advisors
Massachusetts
$1.46B -$62.9M -4% 1.96% 93.3% 395 12.66% 4.7
CFS Investment Advisory Services
1842
CFS Investment Advisory Services
New Jersey
$1.45B +$82.7M +6% 0.93% 59.7% 366 13.39% 1.9
Avalon Trust
1843
Avalon Trust
New Mexico
$1.45B -$94.8M -6% 2.34% 118% 483 15.94% 1.8
Hikari Tsushin Inc
1844
Hikari Tsushin Inc
Japan
$1.45B -$84.6M -6% 3.54% 59.5% 80 2.5% 5.2
DDD Partners
1845
DDD Partners
Washington
$1.45B -$121M -8% 6.39% 85.9% 155 29.03% 2.5
Clear Harbor Asset Management
1846
Clear Harbor Asset Management
Connecticut
$1.45B -$28.3M -2% 1.35% 98.6% 501 21.36% 4
SSI Investment Management
1847
SSI Investment Management
California
$1.45B -$25M -2% 0.81% 15.7% 250 70% 2.6
Vantage Investment Partners
1848
Vantage Investment Partners
Missouri
$1.45B -$49.2M -3% 1.81% 77.4% 66 9.09% 5
SIA
1849
Strategic Investment Advisors
Michigan
$1.45B +$291M +25% 1.39% 66.1% 394 41.12% 1.9
Corda Investment Management
1850
Corda Investment Management
Texas
$1.45B +$71.4M +5% 5.47% 85% 84 7.14% 5.6