Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFS
1751
Lutz Financial Services
Nebraska
$1.22B -$15.8M -1% 1.53% 28.4% 96
TAM
1752
Trust Asset Management
Texas
$1.22B -$59.5M -5% 3.82% 80.2% 232
JAG
1753
Journey Advisory Group
Kentucky
$1.22B +$386M +46% 1.09% 54.5% 297
SVWAG
1754
Sound View Wealth Advisors Group
Georgia
$1.22B -$22.9M -2% 0.74% 57.4% 432
TIM
1755
Triodos Investment Management
Netherlands
$1.22B -$19.4M -2% 1.8% 90.2% 52
JEST
1756
JTC Employer Solutions Trustee
Jersey
$1.22B -$193M -14% 5% 38.9% 331
MVIP
1757
Mar Vista Investment Partners
California
$1.22B -$244M -17% 2.35% 92.2% 57
SCP
1758
Sandhill Capital Partners
New York
$1.22B -$59.3M -5% 3.93% 96% 104
VC
1759
Vestor Capital
Illinois
$1.22B -$94.7M -7% 0.99% 164% 287
IWA
1760
Icon Wealth Advisors
Texas
$1.22B -$130K -0% 1.4% – 537
FCM
1761
Fairholme Capital Management
Florida
$1.22B +$33.2M +3% 5.5% 33.1% 12
SIA
1762
Schechter Investment Advisors
Michigan
$1.21B -$91.2M -7% 0.15% 36.1% 715
FLII
1763
First Long Island Investors
New York
$1.21B -$44.2M -4% 1.55% 78.3% 67
NCM
1764
Nantahala Capital Management
Connecticut
$1.21B -$221M -15% 1.83% 104% 147
CWM
1765
Cahaba Wealth Management
Georgia
$1.21B -$79.5K -0% 1.45% 36.5% 150
PWP
1766
Private Wealth Partners
California
$1.21B -$97.5M -7% 3.86% 94% 188
CWG
1767
Cornerstone Wealth Group
North Carolina
$1.21B -$16.8M -1% 1.97% 74% 306
KFP
1768
KMG Fiduciary Partners
Ohio
$1.2B -$4.21M -0.3% 2.5% 81.9% 292
DF
1769
DNCA Finance
France
$1.2B -$80.2M -6% 2.73% – 150
AWM
1770
Angeles Wealth Management
California
$1.2B -$9.67M -0.8% 2.93% 63% 388
1WM
1771
1900 Wealth Management
Texas
$1.2B +$10.6M +0.9% 2.29% 45.5% 225
ORI
1772
Oak Ridge Investments
Illinois
$1.2B -$72.1M -6% 6.12% 166% 177
EIP
1773
Easterly Investment Partners
Massachusetts
$1.2B -$72.2M -6% 2.53% 42.1% 216
SFM
1774
Stack Financial Management
Montana
$1.2B +$107M +10% 5.78% 54.1% 54
JSAM
1775
J. Safra Asset Management
New York
$1.2B -$30.4M -2% 3.03% 74% 375
69 70
71
72 73