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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
SMA
1926
Sage Mountain Advisors
Georgia
$1.08B +$119M +12% 2.51% 62.5% 453 17%
CST
1927
Charles Schwab Trust
Nevada
$1.08B +$24.3M +2% 0.39% 45.6% 162 11.73%
ERIM
1928
Eagle Ridge Investment Management
Connecticut
$1.08B -$5.23M -0.5% 0.62% 28.2% 149 8.05%
SFI
1929
SPC Financial Inc
Maryland
$1.08B +$16.2M +2% 0.11% 65.1% 249 10.84%
SFM
1930
Stack Financial Management
Montana
$1.08B -$9.9M -0.9% 0.63% 58.4% 50 10%
Koshinski Asset Management
1931
Koshinski Asset Management
Illinois
$1.08B +$102M +10% 2.46% 76.5% 651 18.43%
SBIA
1932
Sheaff Brock Investment Advisors
Indiana
$1.08B -$509M -32% 6.39% 61.9% 530 16.98%
TLFA
1933
True Link Financial Advisors
California
$1.08B +$35M +3% 0.74% 26.8% 69 15.94%
BCM
1934
BTC Capital Management
Iowa
$1.08B -$16.5M -2% 3.74% 229 10.04%
GGS
1935
Galvin Gaustad & Stein
Arizona
$1.07B -$11.6M -1% 1.31% 53.7% 192 8.85%
EIA
1936
Edgemoor Investment Advisors
Maryland
$1.07B +$17.1M +2% 4.2% 109% 170 8.24%
PIM
1937
Plato Investment Management
Australia
$1.07B +$106M +11% 5.73% 521 11.13%
ACP
1938
Atalan Capital Partners
New York
$1.07B -$137M -11% 1.49% 319% 9 0%
PTC
1939
Petrus Trust Company
Texas
$1.07B -$35.1M -3% 3.59% 36.9% 791 50.06%
1WM
1940
1900 Wealth Management
Texas
$1.07B -$27.7M -3% 1.9% 55.2% 242 11.57%
AAIM
1941
American Assets Investment Management
California
$1.07B +$17.8M +2% 0.83% 507% 173 9.83%
HFM
1942
Hartford Funds Management
Pennsylvania
$1.07B +$17.1M +2% 0.44% 26.8% 98 10.2%
AWM
1943
Angeles Wealth Management
California
$1.07B +$65.9M +7% 3.45% 70.4% 327 16.21%
LC
1944
Lindbrook Capital
California
$1.06B -$4.21M -0.4% 4.35% 35.8% 2,874 11.9%
QI
1945
QV Investors
Alberta, Canada
$1.06B -$88.1M -8% 3.9% 66.3% 67 7.46%
QF
1946
QVT Financial
New York
$1.06B -$119M -10% 1.25% 267% 39 20.51%
AWA
1947
Artemis Wealth Advisors
New York
$1.06B +$73.2M +7% 7.42% 174% 37 16.22%
FFL
1948
Flat Footed LLC
Wyoming
$1.06B +$485M +84% 7.01% 152% 28 64.29%
IAIM
1949
International Assets Investment Management
Florida
$1.06B +$106M +11% 4.64% 88.5% 2,285 66.56%
BHWM
1950
Beaird Harris Wealth Management
Texas
$1.06B +$36.5M +4% 0.54% 41.3% 805 30.31%