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
FNFDCM
1901
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$735M -$27.8M -4% 152
TAM
1902
Trust Asset Management
Texas
$733M +$17.9M +3% 197
BTWM
1903
Baker Tilly Wealth Management
Wisconsin
$733M -$29M -4% 537
LCS
1904
Levin Capital Strategies
New York
$732M -$96.2M -12% 288
HMH
1905
Hackensack Meridian Health
New Jersey
$732M -$167M -19% 13
LFS
1906
Lutz Financial Services
Nebraska
$732M -$22.1M -3% 75
JFGLC
1907
Johnson Financial Group LLC (Colorado)
Colorado
$731M +$239M +48% 55
SAM
1908
SP Asset Management
California
$731M -$53.7M -7% 114
JCM
1909
Jacobi Capital Management
Pennsylvania
$730M -$21.3M -3% 424
KTA
1910
Keeley-Teton Advisors
Illinois
$730M -$62.7M -8% 391
SFG
1911
Sage Financial Group
Pennsylvania
$730M -$27M -4% 91
BCP
1912
Blue Chip Partners
Michigan
$730M -$54.8M -7% 170
FCM
1913
Fernbridge Capital Management
California
$730M +$35.7M +5% 24
CPI
1914
Crestview Partners II
New York
$730M -$14.5M -2% 3
PAM
1915
Palisade Asset Management
Minnesota
$729M -$48.9M -6% 180
AIP
1916
ARS Investment Partners
New York
$727M -$4.74M -0.6% 193
NGA
1917
Naples Global Advisors
Florida
$727M -$44M -6% 383
SCA
1918
Summit Creek Advisors
Minnesota
$726M -$58.5M -7% 73
VCA
1919
Verdence Capital Advisors
Maryland
$725M -$47.9M -6% 553
BCA
1920
Bernzott Capital Advisors
California
$725M -$180M -20% 56
CCA
1921
Clearwater Capital Advisors
Illinois
$724M -$7.53M -1% 162
BWP
1922
Baldwin Wealth Partners
Massachusetts
$723M -$47.9M -6% 714
CWM
1923
Cahaba Wealth Management
Georgia
$723M +$22.5M +3% 136
KA
1924
Kintegral Advisory
New York
$721M -$49.1M -6% 268
TCM
1925
TD Capital Management
Tennessee
$721M -$17.4M -2% 373