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
SFS
1376
Sowell Financial Services
Arkansas
$1.48B -$28.6M -2% 575
SIM
1377
Sadoff Investment Management
Wisconsin
$1.48B -$20.5M -1% 96
WG
1378
Welch Group
Alabama
$1.48B +$10.3M +0.7% 194
VAS
1379
Vestmark Advisory Solutions
Massachusetts
$1.48B +$71.1M +5% 845
EIP
1380
Easterly Investment Partners
Massachusetts
$1.48B +$623M +73% 299
JFGIW
1381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.47B -$59M -4% 819
SW
1382
SteelPeak Wealth
California
$1.47B +$87.1M +6% 450
ACM
1383
AlphaStar Capital Management
North Carolina
$1.47B +$687M +88% 413
BAM
1384
Belpointe Asset Management
Nevada
$1.47B +$77.1M +6% 1,272
FCIM
1385
Fairview Capital Investment Management
California
$1.47B +$12.6M +0.9% 131
PCM
1386
Parsifal Capital Management
Connecticut
$1.46B +$291M +25% 21
CCA
1387
Cobblestone Capital Advisors
New York
$1.46B -$13.8M -0.9% 261
GVAG
1388
Great Valley Advisor Group
Delaware
$1.45B +$98.6M +7% 595
FWM
1389
Frontier Wealth Management
Missouri
$1.45B +$20M +1% 454
AA
1390
Advisory Alpha
Michigan
$1.45B +$227M +19% 250
CM
1391
Conifer Management
New York
$1.45B -$35M -2% 15
P
1392
Pitcairn
Pennsylvania
$1.45B -$43.2M -3% 645
PL
1393
Plancorp LLC
Missouri
$1.45B +$173M +14% 243
IECM
1394
Intrinsic Edge Capital Management
Illinois
$1.44B -$228M -14% 291
RWM
1395
Ritholtz Wealth Management
New York
$1.44B +$55.3M +4% 564
GHA
1396
GW Henssler & Associates
Georgia
$1.44B -$78.8M -5% 228
FAIM
1397
Financial Advocates Investment Management
Washington
$1.44B +$15.7M +1% 799
HHGA
1398
Halbert Hargrove Global Advisors
California
$1.44B -$76.9M -5% 158
ST
1399
Spinnaker Trust
Maine
$1.44B +$1.92M +0.1% 275
PGH
1400
Partners Group Holding
Switzerland
$1.44B -$194M -12% 135