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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
1901
Lutz Financial Services
Nebraska
$732M -$22.1M -3% 75
JFGLC
1902
Johnson Financial Group LLC (Colorado)
Colorado
$731M +$239M +48% 55
SAM
1903
SP Asset Management
California
$731M -$53.7M -7% 114
JCM
1904
Jacobi Capital Management
Pennsylvania
$730M -$21.3M -3% 424
KTA
1905
Keeley-Teton Advisors
Illinois
$730M -$62.7M -8% 391
SFG
1906
Sage Financial Group
Pennsylvania
$730M -$27M -4% 91
BCP
1907
Blue Chip Partners
Michigan
$730M -$54.8M -7% 170
FCM
1908
Fernbridge Capital Management
California
$730M +$35.7M +5% 24
CPI
1909
Crestview Partners II
New York
$730M -$14.5M -2% 3
PAM
1910
Palisade Asset Management
Minnesota
$729M -$48.9M -6% 180
AIP
1911
ARS Investment Partners
New York
$727M -$4.74M -0.6% 193
NGA
1912
Naples Global Advisors
Florida
$727M -$44M -6% 383
SCA
1913
Summit Creek Advisors
Minnesota
$726M -$58.5M -7% 73
VCA
1914
Verdence Capital Advisors
Maryland
$725M -$47.9M -6% 553
BCA
1915
Bernzott Capital Advisors
California
$725M -$180M -20% 56
CCA
1916
Clearwater Capital Advisors
Illinois
$724M -$7.53M -1% 162
BWP
1917
Baldwin Wealth Partners
Massachusetts
$723M -$47.9M -6% 714
CWM
1918
Cahaba Wealth Management
Georgia
$723M +$22.5M +3% 136
KA
1919
Kintegral Advisory
New York
$721M -$49.1M -6% 268
TCM
1920
TD Capital Management
Tennessee
$721M -$17.4M -2% 373
SP
1921
ShawSpring Partners
Massachusetts
$720M +$156M +28% 7
XF
1922
XML Financial
Maryland
$720M +$278M +63% 327
SAM
1923
Simplify Asset Management
Nevada
$720M -$78.1M -10% 76
BST
1924
Bath Savings Trust
Maine
$719M -$41.8M -5% 152
CC
1925
Clearline Capital
New York
$718M +$6.48M +0.9% 166