We are live on ! Find out more

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
IWP
1876
Icon Wealth Partners
Texas
$945M +$26.4M +3% 5.6% 439 10.93%
PIM
1877
Provident Investment Management
Michigan
$945M +$22.1M +2% 9.28% 69.5% 75 2.67%
MYIA
1878
Mount Yale Investment Advisors
Colorado
$944M +$53.5M +6% 8.01% 81.9% 524 16.6%
BB
1879
Bell Bank
North Dakota
$944M -$1.43M -0.2% 4.34% 64.3% 203 16.26%
AAG
1880
Armstrong Advisory Group
Massachusetts
$942M +$95.5M +11% 4.86% 48.5% 833 10.08%
SCA
1881
Stonebridge Capital Advisors
Minnesota
$941M +$64.9M +7% 6.06% 80.1% 1,022 17.32%
TTWM
1882
TCV Trust & Wealth Management
Virginia
$940M +$39.8M +4% 6.31% 69% 198 9.09%
SL
1883
Salomon & Ludwin
Virginia
$940M +$101M +12% 6.35% 52.6% 176 8.52%
LC
1884
Lindbrook Capital
California
$939M +$86.2M +10% 7.65% 35.8% 2,925 12.48%
WJA
1885
Willis Johnson & Associates
Texas
$938M +$95.4M +11% 4.11% 50.9% 133 13.53%
WAS
1886
Wesleyan Assurance Society
United Kingdom
$936M +$73.5M +9% 8.39% 102% 103 1.94%
FFA
1887
Fragasso Financial Advisors
Pennsylvania
$935M +$57.5M +7% 6.5% 65.5% 238 11.34%
Koshinski Asset Management
1888
Koshinski Asset Management
Illinois
$933M -$90.7M -9% 5.51% 76.5% 671 27.57%
TCBWMS
1889
Texas Capital Bank Wealth Management Services
Texas
$932M +$69M +8% 6.96% 81.9% 238 23.95%
BC
1890
Blackhill Capital
New Jersey
$932M +$36M +4% 6.12% 212% 53 5.66%
CGA
1891
Crescent Grove Advisors
Illinois
$932M +$70.1M +8% 5.76% 61.1% 310 15.81%
BCM
1892
Bayesian Capital Management
New York
$931M +$123M +15% 10.6% 107% 1,150 70.17%
NCM
1893
Novare Capital Management
North Carolina
$931M +$50.9M +6% 7.51% 76.5% 180 9.44%
NYLIC
1894
New York Life Insurance Company
New York
$931M -$177M -16% 7.97% 61.5% 9 22.22%
LFS
1895
Lutz Financial Services
Nebraska
$930M +$53.5M +6% 3.38% 35.3% 82 8.54%
WPC
1896
Wedmont Private Capital
Pennsylvania
$929M +$171M +23% 5.82% 78.4% 532 20.3%
MAS
1897
Meeder Advisory Services
Ohio
$929M +$60.8M +7% 6.45% 91.4% 453 9.71%
PM
1898
Pembroke Management
Quebec, Canada
$928M +$13.5M +1% 7.81% 94.5% 66 9.09%
IPW
1899
Invictus Private Wealth
Colorado
$927M +$77.3M +9% 8.48% 84.2% 93 9.68%
MIM
1900
Marco Investment Management
Georgia
$925M +$38.3M +4% 7.43% 127% 210 8.1%