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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFS
1901
Lutz Financial Services
Nebraska
$732M -$22.1M -3% 4.87% 28.4% 75
JFGLC
1902
Johnson Financial Group LLC (Colorado)
Colorado
$731M +$239M +48% 4.53% 48.5% 55
SAM
1903
SP Asset Management
California
$731M -$53.7M -7% 5.67% 111% 114
JCM
1904
Jacobi Capital Management
Pennsylvania
$730M -$21.3M -3% 5.15% 62.5% 424
KTA
1905
Keeley-Teton Advisors
Illinois
$730M -$62.7M -8% 4.32% 28.9% 391
SFG
1906
Sage Financial Group
Pennsylvania
$730M -$27M -4% 5.29% 51.5% 91
BCP
1907
Blue Chip Partners
Michigan
$730M -$54.8M -7% 6.44% 53% 170
FCM
1908
Fernbridge Capital Management
California
$730M +$35.7M +5% 0.86% 113% 24
CPI
1909
Crestview Partners II
New York
$730M -$14.5M -2% 1.72% 148% 3
PAM
1910
Palisade Asset Management
Minnesota
$729M -$48.9M -6% 5.89% 49.5% 180
AIP
1911
ARS Investment Partners
New York
$727M -$4.74M -0.6% 4.35% 122% 193
NGA
1912
Naples Global Advisors
Florida
$727M -$44M -6% 5.85% 57% 383
SCA
1913
Summit Creek Advisors
Minnesota
$726M -$58.5M -7% 0.96% 70.8% 73
VCA
1914
Verdence Capital Advisors
Maryland
$725M -$47.9M -6% 5.01% 72.2% 553
BCA
1915
Bernzott Capital Advisors
California
$725M -$180M -20% 6.26% 32.3% 56
CCA
1916
Clearwater Capital Advisors
Illinois
$724M -$7.53M -1% 5.08% 32.9% 162
BWP
1917
Baldwin Wealth Partners
Massachusetts
$723M -$47.9M -6% 4.05% 75% 714
CWM
1918
Cahaba Wealth Management
Georgia
$723M +$22.5M +3% 5.23% 36.5% 136
KA
1919
Kintegral Advisory
New York
$721M -$49.1M -6% 5.51% 105% 268
TCM
1920
TD Capital Management
Tennessee
$721M -$17.4M -2% 4.34% 36.1% 373
SP
1921
ShawSpring Partners
Massachusetts
$720M +$156M +28% 3.01% 50.2% 7
XF
1922
XML Financial
Maryland
$720M +$278M +63% 6.36% 45.3% 327
SAM
1923
Simplify Asset Management
Nevada
$720M -$78.1M -10% 3.88% 37.7% 76
BST
1924
Bath Savings Trust
Maine
$719M -$41.8M -5% 4.17% 59.3% 152
CC
1925
Clearline Capital
New York
$718M +$6.48M +0.9% 5.42% 9.29% 166
75 76
77
78 79