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
BB
1801
Bell Bank
North Dakota
$944M -$1.43M -0.2% 203
AAG
1802
Armstrong Advisory Group
Massachusetts
$942M +$95.5M +11% 833
SCA
1803
Stonebridge Capital Advisors
Minnesota
$941M +$64.9M +7% 1,038
TTWM
1804
TCV Trust & Wealth Management
Virginia
$940M +$39.8M +4% 198
SL
1805
Salomon & Ludwin
Virginia
$940M +$101M +12% 175
LC
1806
Lindbrook Capital
California
$939M +$86.2M +10% 2,946
WJA
1807
Willis Johnson & Associates
Texas
$938M +$95.2M +11% 132
WAS
1808
Wesleyan Assurance Society
United Kingdom
$936M +$73.5M +9% 103
FFA
1809
Fragasso Financial Advisors
Pennsylvania
$935M +$57.5M +7% 238
Koshinski Asset Management
1810
Koshinski Asset Management
Illinois
$933M -$90.7M -9% 671
TCBWMS
1811
Texas Capital Bank Wealth Management Services
Texas
$932M +$68.9M +8% 234
BC
1812
Blackhill Capital
New Jersey
$932M +$36M +4% 53
CGA
1813
Crescent Grove Advisors
Illinois
$932M +$70.1M +8% 310
BCM
1814
Bayesian Capital Management
New York
$931M +$123M +15% 1,150
NCM
1815
Novare Capital Management
North Carolina
$931M +$50.9M +6% 180
NYLIC
1816
New York Life Insurance Company
New York
$931M -$177M -16% 9
LFS
1817
Lutz Financial Services
Nebraska
$930M +$53.5M +6% 82
WPC
1818
Wedmont Private Capital
Pennsylvania
$929M +$171M +23% 532
MAS
1819
Meeder Advisory Services
Ohio
$929M +$60.8M +7% 453
PM
1820
Pembroke Management
Quebec, Canada
$928M +$13.5M +1% 66
IPW
1821
Invictus Private Wealth
Colorado
$927M +$77.3M +9% 93
MIM
1822
Marco Investment Management
Georgia
$925M +$38.3M +4% 210
GM
1823
GeoWealth Management
Illinois
$925M +$70.5M +8% 486
TCM
1824
Tybourne Capital Management
Hong Kong
$925M -$67.9M -7% 50
CWM
1825
Cahaba Wealth Management
Georgia
$925M +$50.9M +6% 152