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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
SRC
1826
Shufro Rose & Co
New York
$1.47B -$8.04M -0.5% 1.73% 68.1% 326 12.88%
SVWAG
1827
Sound View Wealth Advisors Group
Georgia
$1.47B -$20.7M -1% 0.62% 73% 438 8.68%
KRSITF
1828
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47B -$76.5M -5% 2.41% 115% 496 0.81%
FWP
1829
Falcon Wealth Planning
California
$1.47B +$281M +24% 1.15% 52.7% 247 17%
VCP
1830
Verus Capital Partners
Arizona
$1.46B -$38.3M -3% 2.36% 139% 510 19.41%
PWMAG
1831
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46B +$10.6M +0.7% 0.01% 80.5% 601 20.63%
ACM
1832
Adelante Capital Management
California
$1.46B -$21.6M -1% 5.89% 43.2% 46 17.39%
LLL
1833
Lynrock Lake LP
New York
$1.46B -$55.1M -4% 8.63% 21.2% 29 17.24%
MCI
1834
McDonald Capital Investors
California
$1.46B -$169M -10% 7.71% 60.2% 21 0%
KFGK
1835
Keystone Financial Group (Kentucky)
Kentucky
$1.46B +$109M +8% 1.7% 116% 535 17.2%
TSAM
1836
Trinity Street Asset Management
United Kingdom
$1.46B -$133M -8% 12.3% 78.9% 23 8.7%
SAW
1837
Signal Advisors Wealth
Michigan
$1.46B +$199M +16% 1.53% 621 25.44%
L7C
1838
Liberty 77 Capital
District of Columbia
$1.46B +$111M +8% 18.6% 4 25%
BFA
1839
Beaumont Financial Advisors
Massachusetts
$1.46B -$62.9M -4% 1.96% 80.6% 395 12.66%
CIAS
1840
CFS Investment Advisory Services
New Jersey
$1.45B +$82.7M +6% 0.93% 54.1% 366 13.39%
AT
1841
Avalon Trust
New Mexico
$1.45B -$94.8M -6% 2.34% 118% 483 15.94%
HTI
1842
Hikari Tsushin Inc
Japan
$1.45B -$84.6M -6% 3.54% 59.5% 80 2.5%
DP
1843
DDD Partners
Washington
$1.45B -$121M -8% 6.39% 62.1% 155 29.03%
CHAM
1844
Clear Harbor Asset Management
Connecticut
$1.45B -$28.3M -2% 1.35% 98.6% 501 21.36%
SIM
1845
SSI Investment Management
California
$1.45B -$25M -2% 0.81% 15.7% 250 70%
VIP
1846
Vantage Investment Partners
Missouri
$1.45B -$49.2M -3% 1.81% 50.9% 66 9.09%
SIA
1847
Strategic Investment Advisors
Michigan
$1.45B +$291M +25% 1.39% 66.1% 394 41.12%
CIM
1848
Corda Investment Management
Texas
$1.45B +$71.4M +5% 5.47% 75.4% 84 7.14%
SWP
1849
Strategic Wealth Partners
Ohio
$1.44B -$17.1M -1% 1.48% 1,577 14.08%
IAIM
1850
International Assets Investment Management
Florida
$1.44B -$20.2M -1% 1.87% 88.5% 2,382 13.27%