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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
SCA
1901
Stonebridge Capital Advisors
Minnesota
$876M +$32.3M +4% 6.12% 80.1% 1,020 14.51%
SAM
1902
Southernsun Asset Management
Tennessee
$876M -$1.27M -0.1% 3.87% 54.7% 30 10%
LFS
1903
Lutz Financial Services
Nebraska
$876M +$62.1M +8% 3.74% 35.3% 77 3.9%
BFIM
1904
Beese Fulmer Investment Management
Ohio
$876M +$45.6M +5% 5.85% 113% 225 4.89%
ZF
1905
Zhang Financial
Michigan
$876M +$91.5M +12% 6.55% 67.9% 236 6.78%
CWM
1906
Cahaba Wealth Management
Georgia
$874M +$68.3M +8% 4.7% 45.2% 151 8.61%
FTS
1907
Fifth Third Securities
Ohio
$872M +$111M +15% 4.17% 58.9% 215 7.91%
LNB
1908
Ledyard National Bank
$871M +$20.2M +2% 5.43% 69.8% 203 3.45%
BCM
1909
BTC Capital Management
Iowa
$869M +$37.6M +5% 7.61% 251 10.36%
GCAC
1910
Guardian Capital Advisors (Canada)
Ontario, Canada
$868M -$13.5M -2% 2.15% 26.1% 167 11.98%
NAS
1911
Nicolet Advisory Services
Wisconsin
$868M +$111M +15% 5.32% 62.7% 296 22.3%
MAS
1912
Meeder Advisory Services
Ohio
$868M +$76.3M +10% 7.76% 91.4% 443 13.54%
BP
1913
BBR Partners
New York
$868M -$21.6M -2% 7.93% 63.4% 196 26.02%
SBLIC
1914
Security Benefit Life Insurance Company
Kansas
$867M +$79.6M +10% 11.2% 60.6% 91 31.87%
AAIM
1915
American Assets Investment Management
California
$867M +$4.37M +0.5% 0.43% 507% 179 6.7%
SFG
1916
StrategIQ Financial Group
Indiana
$866M +$3.32M +0.4% 4.65% 12.6% 291 7.22%
CC
1917
Callan Capital
California
$864M +$54.1M +7% 6.26% 20.1% 197 12.18%
MB
1918
Mizuho Bank
Japan
$864M +$210M +32% 8.45% 99.8% 8 12.5%
TCBWMS
1919
Texas Capital Bank Wealth Management Services
Texas
$863M +$42.5M +5% 6.95% 81.9% 203 23.15%
BCM
1920
Bowie Capital Management
Texas
$863M +$81.1M +10% 14% 31.6% 48 35.42%
WAS
1921
Wesleyan Assurance Society
United Kingdom
$863M +$48.7M +6% 8.2% 102% 101 0.99%
BCM
1922
Bronte Capital Management
Australia
$862M +$69.4M +9% 7.8% 123% 31 16.13%
CGA
1923
Crescent Grove Advisors
Illinois
$862M -$100M -10% 2.72% 61.1% 299 14.38%
YIH
1924
Y-Intercept (HK)
Hong Kong
$861M +$183M +27% 4.46% 34.4% 1,670 75.63%
PCMF
1925
Private Capital Management (Florida)
Florida
$860M +$123M +17% 12.2% 118% 149 33.56%