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
TCBWMS
1801
Texas Capital Bank Wealth Management Services
Texas
$977M +$178M +22% 156
LCS
1802
Levin Capital Strategies
New York
$976M +$12.1M +1% 457
TCM
1803
Twin Capital Management
Pennsylvania
$976M -$109M -10% 323
FIB
1804
First Interstate Bank
Montana
$975M +$24.8M +3% 112
FBA
1805
Front Barnett Associates
Illinois
$975M -$7.01M -0.7% 118
JWA
1806
JFS Wealth Advisors
Pennsylvania
$974M +$305M +45% 856
PFC
1807
Poplar Forest Capital
California
$974M -$44M -4% 91
EAM
1808
Evanson Asset Management
California
$974M +$12.5M +1% 287
CCFCSB
1809
Cape Cod Five Cents Savings Bank
Massachusetts
$974M +$5.12M +0.5% 182
PPC
1810
Park Presidio Capital
California
$972M -$72M -7% 15
NWM
1811
Nicola Wealth Management
British Columbia, Canada
$972M -$3.43M -0.4% 121
VWA
1812
Visionary Wealth Advisors
Illinois
$971M -$23.6M -2% 358
DIC
1813
Deer IX & Co
New York
$971M -$134M -12% 7
BCP
1814
BSN Capital Partners
United Kingdom
$971M +$473M +95% 5
MIAS
1815
Mason Investment Advisory Services
Virginia
$969M -$20.2M -2% 99
KI
1816
Koch Industries
Kansas
$968M +$719M +289% 10
ECG
1817
EPIQ Capital Group
California
$968M +$10.4M +1% 66
LNB
1818
Ledyard National Bank
$967M -$9.61M -1% 244
GC
1819
Garde Capital
Washington
$967M -$200K -0% 287
SGAM
1820
Stephens Group Asset Management
Arkansas
$967M -$428K -0% 24
PFM
1821
Phillips Financial Management
Indiana
$966M -$4.31M -0.4% 91
PC
1822
Pier Capital
Connecticut
$965M -$32.4M -3% 124
TNB
1823
Thomasville National Bank
Georgia
$965M +$21M +2% 224
GCA
1824
Guardian Capital Advisors
Ontario, Canada
$963M -$12.7M -1% 178
TF
1825
Trek Financial
Arizona
$963M +$32.8M +4% 264