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
MHS
1726
M Holdings Securities
Oregon
$1.48B +$82.4M +6% 319
BCM
1727
BTC Capital Management
Iowa
$1.48B +$44.2M +3% 214
AAIM
1728
American Assets Investment Management
California
$1.47B +$24.8M +2% 149
CWM
1729
Cahaba Wealth Management
Georgia
$1.47B +$36.6M +3% 165
BHWM
1730
Beaird Harris Wealth Management
Texas
$1.47B +$19.3M +1% 740
SVWAG
1731
Sound View Wealth Advisors Group
Georgia
$1.47B -$20.7M -1% 438
KRSITF
1732
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47B -$76.5M -5% 496
FWP
1733
Falcon Wealth Planning
California
$1.47B +$281M +24% 247
SRC
1734
Shufro Rose & Co
New York
$1.47B -$4.62M -0.3% 323
PWMAG
1735
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46B +$10.6M +0.7% 601
ACM
1736
Adelante Capital Management
California
$1.46B -$21.6M -1% 46
LLL
1737
Lynrock Lake LP
New York
$1.46B -$55.1M -4% 31
MCI
1738
McDonald Capital Investors
California
$1.46B -$169M -10% 21
KFGK
1739
Keystone Financial Group (Kentucky)
Kentucky
$1.46B +$109M +8% 535
AC
1740
Avestar Capital
New York
$1.46B +$4.94M +0.3% 489
SWA
1741
SFMG Wealth Advisors
Texas
$1.46B -$31.3M -2% 329
TSAM
1742
Trinity Street Asset Management
United Kingdom
$1.46B -$133M -8% 23
SAW
1743
Signal Advisors Wealth
Michigan
$1.46B +$199M +16% 608
L7C
1744
Liberty 77 Capital
District of Columbia
$1.46B +$111M +8% 4
CCA
1745
Checchi Capital Advisers
California
$1.46B -$14M -1% 612
BFA
1746
Beaumont Financial Advisors
Massachusetts
$1.46B -$62.9M -4% 395
VCP
1747
Verus Capital Partners
Arizona
$1.45B -$143M -9% 528
CIAS
1748
CFS Investment Advisory Services
New Jersey
$1.45B +$82.7M +6% 366
AT
1749
Avalon Trust
New Mexico
$1.45B -$94.8M -6% 486
HTI
1750
Hikari Tsushin Inc
Japan
$1.45B -$84.6M -6% 80