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
SBL
1451
Sargent Bickham Lagudis
Colorado
$785M +$12.3M +2% 875
LIC
1452
Lodestar Investment Counsel
Illinois
$785M +$15M +2% 163
CPIM
1453
Columbia Partners Investment Management
Virginia
$784M -$717K -0.1% 287
CDH
1454
Charles D. Hyman
$783M +$29.5M +4% 161
DAM
1455
Davis Asset Management
California
$782M +$17M +2% 26
AC
1456
AFAM Capital
Texas
$781M +$60.2M +8% 203
UR
1457
USCA RIA
Texas
$781M +$98.8M +14% 441
PCM
1458
Portolan Capital Management
Massachusetts
$779M +$9.55M +1% 144
NYLIC
1459
New York Life Insurance Company
New York
$779M +$94.4M +14% 12
WFMPM
1460
Woodley Farra Manion Portfolio Management
Indiana
$778M +$8.34M +1% 81
FCBT
1461
First Citizens Bank & Trust
North Carolina
$778M -$47.2M -6% 513
BOTW
1462
Bank of the West
California
$777M -$16.8M -2% 306
SC
1463
SouthState Corp
Florida
$777M +$10.1M +1% 272
BAC
1464
Boys Arnold & Co
North Carolina
$776M +$142M +22% 282
GLRA
1465
Gerald L. Ray & Associates
Texas
$775M +$45M +6% 331
CCM
1466
Coldstream Capital Management
Washington
$775M +$51.4M +7% 290
TAM
1467
THB Asset Management
Connecticut
$774M -$28M -3% 191
SWM
1468
SVA Wealth Management
Wisconsin
$772M +$34.4M +5% 206
BFA
1469
Beaumont Financial Advisors
Massachusetts
$771M +$40.1M +5% 199
WS
1470
Wedbush Securities
California
$771M +$32.5M +4% 916
MFP
1471
Michael F. Price
$771M -$36.6M -5% 131
CC
1472
Coastland Capital
California
$770M -$392M -34% 99
CCA
1473
Cobblestone Capital Advisors
New York
$769M +$18.3M +2% 216
ASN
1474
Advisory Services Network
Georgia
$767M +$78.8M +11% 2,478
FRGX
1475
First Reserve GP XIII
Connecticut
$767M +$353M +85% 1