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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
GM
1901
GeoWealth Management
Illinois
$855M -$90.9M -10% 2.81% 42.4% 450 33.33%
GGI
1902
Godsey & Gibb Inc
Virginia
$853M +$326M +62% 2.28% 78.9% 422 48.1%
LC
1903
Lindbrook Capital
California
$853M +$41.2M +5% 7.83% 35.8% 2,993 12.9%
CAC
1904
Cowen and Company
New York
$851M -$105M -11% 0.11% 120% 835 52.69%
DG
1905
DigitalBridge Group
Florida
$851M +$143M +20% 3.98% 112% 67 37.31%
CTA
1906
Colonial Trust Advisors
South Carolina
$851M +$36.1M +4% 6.93% 68.3% 941 6.59%
CIS
1907
Connors Investor Services
Pennsylvania
$851M +$50M +6% 6.8% 116% 163 6.75%
VC
1908
Vestor Capital
Illinois
$851M +$21.5M +3% 9.21% 170% 253 11.86%
FBA
1909
Front Barnett Associates
Illinois
$850M +$58.9M +7% 9.08% 40.5% 118 4.24%
IPW
1910
Invictus Private Wealth
Colorado
$850M +$73.7M +9% 9.35% 84.2% 97 18.56%
CIAS
1911
Capital Investment Advisory Services
North Carolina
$847M +$4.18M +0.5% 4.46% 69.3% 910 15.93%
AIA
1912
Ally Invest Advisors
North Carolina
$847M +$49.6M +6% 5.09% 32.2% 48 16.67%
AAG
1913
Armstrong Advisory Group
Massachusetts
$847M +$86.8M +11% 5.83% 48.5% 832 8.41%
BSB
1914
Bangor Savings Bank
Maine
$846M +$8.02M +1% 4.93% 49.6% 557 5.57%
NC
1915
NewSquare Capital
Pennsylvania
$846M +$44.5M +6% 4.32% 56.3% 975 23.38%
MC
1916
Meteora Capital
Florida
$846M +$383M +83% 1.23% 54.8% 530 44.72%
CC
1917
Criteria Caixa
Spain
$844M +$54.1M +7% 5.16% 35.5% 55 40%
WDA
1918
Wendell David Associates
New Hampshire
$843M +$29.7M +4% 5.43% 46% 149 4.03%
BCP
1919
Blue Chip Partners
Michigan
$843M +$39.4M +5% 3.69% 60.3% 179 7.26%
JCM
1920
Jacobi Capital Management
Pennsylvania
$843M +$43M +5% 5.29% 62.7% 435 8.97%
WJA
1921
Willis Johnson & Associates
Texas
$843M +$75.8M +10% 5.33% 41.9% 130 19.23%
FTDI
1922
First Trust Direct Indexing
Massachusetts
$842M +$88.6M +12% 10.2% 69% 731 11.08%
CM
1923
Crestline Management
Texas
$842M +$160M +23% 2.53% 52.5% 254 73.23%
ELFC
1924
E-L Financial Corp
Ontario, Canada
$841M +$54.9M +7% 7.04% 68.6% 1 0%
AWA
1925
Arkadios Wealth Advisors
Georgia
$840M +$85.4M +11% 7.73% 73.7% 639 17.21%