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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
SFM
1901
Stack Financial Management
Montana
$1.08B -$9.9M -0.9% 0.63% 68.6% 50 10%
Koshinski Asset Management
1902
Koshinski Asset Management
Illinois
$1.08B +$102M +10% 2.46% 76.5% 651 18.43%
SBIA
1903
Sheaff Brock Investment Advisors
Indiana
$1.08B -$509M -32% 6.39% 61.9% 530 16.98%
TLFA
1904
True Link Financial Advisors
California
$1.08B +$35M +3% 0.74% 22.2% 69 15.94%
BCM
1905
BTC Capital Management
Iowa
$1.08B -$16.5M -2% 3.74% 229 10.04%
GGS
1906
Galvin Gaustad & Stein
Arizona
$1.07B -$11.6M -1% 1.31% 40.1% 192 8.85%
EIA
1907
Edgemoor Investment Advisors
Maryland
$1.07B +$17.1M +2% 4.2% 88.5% 170 8.24%
PIM
1908
Plato Investment Management
Australia
$1.07B +$106M +11% 5.73% 521 11.13%
ACP
1909
Atalan Capital Partners
New York
$1.07B -$137M -11% 1.49% 185% 9 0%
PTC
1910
Petrus Trust Company
Texas
$1.07B -$35.1M -3% 3.59% 25.1% 791 50.06%
1WM
1911
1900 Wealth Management
Texas
$1.07B -$27.7M -3% 1.9% 43.5% 242 11.57%
AAIM
1912
American Assets Investment Management
California
$1.07B +$17.8M +2% 0.83% 413% 173 9.83%
HFM
1913
Hartford Funds Management
Pennsylvania
$1.07B +$17.1M +2% 0.44% 20% 98 10.2%
AWM
1914
Angeles Wealth Management
California
$1.07B +$65.9M +7% 3.45% 58.4% 327 16.21%
LC
1915
Lindbrook Capital
California
$1.06B -$4.21M -0.4% 4.35% 35.8% 2,874 11.9%
QI
1916
QV Investors
Alberta, Canada
$1.06B -$88.1M -8% 3.9% 66.3% 67 7.46%
QF
1917
QVT Financial
New York
$1.06B -$119M -10% 1.25% 281% 39 20.51%
AWA
1918
Artemis Wealth Advisors
New York
$1.06B +$73.2M +7% 7.42% 112% 37 16.22%
FFL
1919
Flat Footed LLC
Wyoming
$1.06B +$485M +84% 7.01% 195% 28 64.29%
IAIM
1920
International Assets Investment Management
Florida
$1.06B +$106M +11% 4.64% 85% 2,285 66.61%
BHWM
1921
Beaird Harris Wealth Management
Texas
$1.06B +$36.5M +4% 0.54% 41.3% 805 30.31%
MSFS
1922
Main Street Financial Solutions
Pennsylvania
$1.06B +$125M +13% 3.7% 77.1% 572 11.71%
TWA
1923
TCI Wealth Advisors
Arizona
$1.06B +$45.3M +4% 0.36% 54.5% 231 10.39%
GG
1924
Greenwood Gearhart
Arkansas
$1.06B +$34.8M +3% 2.97% 70.6% 112 11.61%
FFS
1925
Founders Financial Securities
Maryland
$1.06B +$104M +11% 2.15% 52.3% 438 15.3%