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
CCWA
1326
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$896M +$2.16M +0.2% 137
CTI
1327
Community Trust & Investment
Kentucky
$895M +$31.8M +4% 111
TAM
1328
TPH Asset Management
Texas
$893M -$81.2M -8% 93
SB
1329
Simmons Bank
Arkansas
$892M -$14.3M -2% 307
MA
1330
Montag & Associates
Georgia
$892M -$2.14M -0.2% 253
LDB
1331
Lee, Danner & Bass
Tennessee
$891M +$4.35M +0.5% 168
SPIA
1332
Steward Partners Investment Advisory
New York
$890M +$229M +35% 1,810
AAM
1333
Amerigo Asset Management
Cayman Islands
$890M +$136M +18% 9
BTP
1334
Bloom Tree Partners
New York
$887M -$143M -14% 38
CPC
1335
Cookson Peirce & Co
Pennsylvania
$887M +$62.1M +8% 177
SAM
1336
Symphony Asset Management
California
$886M -$170M -16% 431
LCM
1337
Landscape Capital Management
New Jersey
$884M -$140M -14% 585
FMWA
1338
Forvis Mazars Wealth Advisors
Missouri
$882M +$63.1M +8% 228
DCM
1339
Donaldson Capital Management
Indiana
$882M +$21.1M +2% 170
DF
1340
Donoghue Forlines
Massachusetts
$881M 87
RIL
1341
Rothschild Investment LLC
Illinois
$881M +$21.7M +3% 525
TRCT
1342
Tower Research Capital (TRC)
New York
$881M -$121M -12% 4,270
TI
1343
TRG Investments
Virginia
$880M +$193M +28% 2
BCM
1344
Brigade Capital Management
New York
$879M +$393M +81% 60
BAM
1345
Berkshire Asset Management
Pennsylvania
$879M +$36.5M +4% 199
PWAG
1346
Polaris Wealth Advisory Group
California
$879M -$37.7M -4% 140
TCAM
1347
Turtle Creek Asset Management
Ontario, Canada
$878M +$19.9M +2% 25
EA
1348
Edge Advisors
Georgia
$878M +$61.5M +8% 1,092
SHGA
1349
Sand Hill Global Advisors
California
$878M +$105M +14% 118
WCM
1350
Wealthcare Capital Management
Virginia
$878M -$34.3M -4% 212