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
FA
3126
Fermata Advisors
California
$493M +$57.2M +13% 259
LGA
3127
Lebenthal Global Advisors
New York
$493M +$36.4M +8% 196
SC
3128
Schoolcraft Capital
Colorado
$493M +$26.5M +6% 69
SAI
3129
Savvy Advisors Inc
New York
$492M +$186M +61% 374
MC
3130
Montag & Caldwell
Georgia
$492M -$2.73M -0.6% 89
RP
3131
Rowlandmiller & Partners
Georgia
$492M +$33.7M +7% 186
RBCM
3132
Raub Brock Capital Management
California
$492M +$34.3M +7% 40
GC
3133
Gibson Capital
Pennsylvania
$491M +$38.3M +8% 79
SFS
3134
Security Financial Services
Indiana
$491M +$30.9M +7% 176
DIM
3135
Delta Investment Management
California
$491M +$37.5M +8% 260
GRA
3136
Goehring & Rozencwajg Associates
New York
$491M -$13.1M -3% 48
TPC
3137
Tiger Pacific Capital
New York
$490M +$144M +41% 19
WCFA
3138
Walkner Condon Financial Advisors
Wisconsin
$490M +$26.7M +6% 276
BWM
3139
Brickley Wealth Management
California
$490M +$33.5M +7% 48
MCO
3140
MAK Capital One
New York
$489M +$71.5M +17% 10
HFM
3141
Hartford Financial Management
Connecticut
$489M +$23M +5% 409
LBIM
3142
Land & Buildings Investment Management
Connecticut
$489M +$64.5M +15% 24
CHCM
3143
Columbus Hill Capital Management
New Jersey
$489M +$948K +0.2% 36
LWM
3144
LJI Wealth Management
Indiana
$489M +$36.9M +8% 196
MWA
3145
Martel Wealth Advisors
Washington
$489M +$22.8M +5% 54
CFSG
3146
Community Financial Services Group
Vermont
$489M +$24.4M +5% 127
DWM
3147
Dechtman Wealth Management
Colorado
$489M +$41.2M +9% 66
SDWMA
3148
Schneider Downs Wealth Management Advisors
Pennsylvania
$489M +$39.1M +9% 145
EL
3149
Essex LLC
Illinois
$488M +$40.7M +9% 174
JSA
3150
Jacobson & Schmitt Advisors
Wisconsin
$487M +$47.4M +11% 75