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
SWA
1226
Stratos Wealth Advisors
Ohio
$2.18B +$159M +8% 766
DJSG
1227
D.J. St. Germain
Massachusetts
$2.18B +$109M +5% 818
GKWIM
1228
Gerber Kawasaki Wealth & Investment Management
California
$2.17B +$175M +9% 303
MIM
1229
Merewether Investment Management
Texas
$2.17B +$274M +14% 55
LSAG
1230
Lake Street Advisors Group
New Hampshire
$2.17B +$86.6M +4% 668
LMIM
1231
Lockheed Martin Investment Management
Maryland
$2.16B +$432M +25% 163
WCMNY
1232
Westchester Capital Management (New York)
New York
$2.16B -$177M -8% 246
LI
1233
Leeward Investments
Massachusetts
$2.16B -$22.1M -1% 148
SFS
1234
Sowell Financial Services
Arkansas
$2.15B +$58.5M +3% 592
NRCM
1235
North Reef Capital Management
California
$2.14B -$15.9M -0.7% 56
HWAM
1236
Hennion & Walsh Asset Management
New Jersey
$2.14B +$195M +10% 908
CPC
1237
Cookson Peirce & Co
Pennsylvania
$2.13B +$54.9M +3% 279
HWA
1238
Heritage Wealth Advisors
Virginia
$2.13B -$83.4M -4% 646
BHIA
1239
Birch Hill Investment Advisors
Massachusetts
$2.13B +$61.2M +3% 179
CA
1240
CoreCap Advisors
Michigan
$2.13B +$1.16B +121% 2,775
SAM
1241
Southeastern Asset Management
Tennessee
$2.12B -$175M -8% 50
MA
1242
Montag & Associates
Georgia
$2.12B +$135M +7% 1,056
BWL
1243
Bogart Wealth LLC
Virginia
$2.11B +$148M +8% 1,237
CTC
1244
Chai Trust Company
Illinois
$2.11B +$1.46B +225% 12
MMEA
1245
Main Management ETF Advisors
California
$2.11B +$107M +5% 164
SIG
1246
Senator Investment Group
New York
$2.11B +$81.6M +4% 83
CTA
1247
Chesley Taft & Associates
Illinois
$2.1B +$103M +5% 329
TBC
1248
Tweedy, Browne Co
Connecticut
$2.1B -$77.1M -4% 45
JIC
1249
Joel Isaacson & Co
New York
$2.1B +$193M +10% 380
SL
1250
Summitry LLC
California
$2.09B +$158M +8% 138