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
1751
SFMG Wealth Advisors
Texas
$1.08B +$106M +11% 284
AUB
1752
Atlantic Union Bankshares
Virginia
$1.08B +$103M +11% 285
MCC
1753
Money Concepts Capital
Florida
$1.08B +$124M +13% 401
YIH
1754
Y-Intercept (HK)
Hong Kong
$1.07B +$51.2M +5% 1,747
OAM
1755
Oberweis Asset Management
Illinois
$1.07B +$132M +14% 238
CIAS
1756
Capital Investment Advisory Services
North Carolina
$1.07B +$60.7M +6% 998
GGS
1757
Galvin Gaustad & Stein
Arizona
$1.07B +$82.3M +8% 187
WIC
1758
Woodmont Investment Counsel
Tennessee
$1.07B +$124M +13% 249
BCM
1759
Bronte Capital Management
Australia
$1.07B +$76.2M +8% 31
MIIM
1760
Mesirow Institutional Investment Management
Illinois
$1.07B +$82.7M +8% 138
LFS
1761
Lutz Financial Services
Nebraska
$1.07B +$148M +16% 85
LC
1762
L1 Capital
Australia
$1.07B -$109M -9% 14
PTC
1763
Philadelphia Trust Company
Pennsylvania
$1.07B +$91.7M +9% 229
S
1764
Siemens
Germany
$1.06B +$51.8M +5% 2
EWM
1765
Executive Wealth Management
Michigan
$1.06B +$96.8M +10% 225
CC
1766
Callan Capital
California
$1.06B +$126M +13% 252
1WCM
1767
12 West Capital Management
New York
$1.06B -$44.8M -4% 26
PIM
1768
Provident Investment Management
Michigan
$1.06B +$151M +17% 80
HCM
1769
Hollencrest Capital Management
California
$1.06B +$174M +20% 1,153
NIM
1770
NEOS Investment Management
Connecticut
$1.06B +$274M +35% 515
PTC
1771
Petrus Trust Company
Texas
$1.05B +$120M +13% 781
AG
1772
Ascent Group
Virginia
$1.05B +$149M +16% 504
LGWM
1773
Litman Gregory Wealth Management
California
$1.05B +$84.8M +9% 128
AWMS
1774
Advocacy Wealth Management Services
Georgia
$1.05B +$155M +17% 53
FWP
1775
FAS Wealth Partners
Kansas
$1.05B +$117M +12% 448