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
TCOTS
3076
Trust Company of the South
North Carolina
$622M +$19.1M +3% 144
TFO
3077
Tarbox Family Office
California
$622M -$59.7M -9% 115
AF
3078
Affiance Financial
Minnesota
$621M +$72.1M +13% 107
RK
3079
Rather & Kittrell
Tennessee
$621M +$49.9M +9% 107
LSIA
3080
LaSalle St. Investment Advisors
Illinois
$621M +$63.2M +11% 396
MCIA
3081
Mountain Capital Investment Advisors
Colorado
$620M +$52.1M +9% 100
GSEP
3082
Golden State Equity Partners
California
$620M +$26.8M +5% 534
SC
3083
Shay Capital
New York
$620M +$67.6M +12% 541
AMG
3084
Asset Management Group
Connecticut
$618M +$6.99M +1% 137
SP
3085
Solel Partners
Massachusetts
$618M +$98.5M +19% 22
AG
3086
Advocate Group
Minnesota
$618M +$9.86M +2% 129
PGAM
3087
Princeton Global Asset Management
New Jersey
$618M +$15.1M +3% 856
TM
3088
Taproot Management
New York
$617M 147
MPIA
3089
Mountain Pacific Investment Advisers
Idaho
$617M -$21.9M -3% 147
AIM
3090
Arcadia Investment Management
Michigan
$616M -$32.4M -5% 400
CAAM
3091
Cornerstone Advisors Asset Management
Pennsylvania
$616M +$44.2M +8% 139
CGIM
3092
Capital Group Investment Management
Singapore
$616M +$19.2M +3% 153
RA
3093
Riversedge Advisors
Delaware
$615M +$18.3M +3% 238
PJSIMP
3094
P.J. Schmidt Investment Management (PJS)
Wisconsin
$615M +$9.66M +2% 204
AP
3095
Advisors Preferred
Maryland
$614M -$63.1M -9% 322
BCM
3096
Bourgeon Capital Management
Connecticut
$614M +$64.1M +12% 128
AC
3097
Annandale Capital
Texas
$614M -$5.11B -89% 135
FBT
3098
First Bank & Trust
South Dakota
$614M +$19.7M +3% 275
FTC
3099
Farmers Trust Company
Ohio
$613M +$32.9M +6% 203
CM
3100
Cornerstone Management
Georgia
$613M +$8.48M +1% 69