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
CBB
3126
Citizens Business Bank
California
$496M +$22.6M +5% 107
BHPW
3127
Beverly Hills Private Wealth
California
$495M +$34.9M +8% 367
CCT
3128
Chemung Canal Trust
New York
$494M -$22.2M -4% 125
LTI
3129
Laffer Tengler Investments
Tennessee
$494M +$29.8M +6% 400
GFA
3130
Gallagher Fiduciary Advisors
Illinois
$494M +$47.6M +11% 305
III
3131
Independent Investors Inc
New York
$493M +$37.8M +8% 69
TF
3132
TLWM Financial
Texas
$493M +$28.5M +6% 75
HPCM
3133
Hunter Perkins Capital Management
Illinois
$493M +$17M +4% 110
FA
3134
Fermata Advisors
California
$493M +$57.2M +13% 259
LGA
3135
Lebenthal Global Advisors
New York
$493M +$36.4M +8% 196
SC
3136
Schoolcraft Capital
Colorado
$493M +$26.5M +6% 69
SAI
3137
Savvy Advisors Inc
New York
$492M +$186M +61% 374
MC
3138
Montag & Caldwell
Georgia
$492M -$2.73M -0.6% 89
RP
3139
Rowlandmiller & Partners
Georgia
$492M +$33.7M +7% 186
RBCM
3140
Raub Brock Capital Management
California
$492M +$34.3M +7% 40
HIM
3141
HughesLittle Investment Management
$492M +$35.9M +8% 17
GC
3142
Gibson Capital
Pennsylvania
$491M +$38.3M +8% 79
SFS
3143
Security Financial Services
Indiana
$491M +$30.9M +7% 176
DIM
3144
Delta Investment Management
California
$491M +$37.5M +8% 260
GRA
3145
Goehring & Rozencwajg Associates
New York
$491M -$13.1M -3% 48
TPC
3146
Tiger Pacific Capital
New York
$490M +$144M +41% 19
WCFA
3147
Walkner Condon Financial Advisors
Wisconsin
$490M +$26.7M +6% 276
BWM
3148
Brickley Wealth Management
California
$490M +$33.5M +7% 48
MCO
3149
MAK Capital One
New York
$489M +$71.5M +17% 10
HFM
3150
Hartford Financial Management
Connecticut
$489M +$23M +5% 409