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
HMH
1901
Hackensack Meridian Health
New Jersey
$732M -$167M -19% 13
LFS
1902
Lutz Financial Services
Nebraska
$732M -$22.1M -3% 75
JFGLC
1903
Johnson Financial Group LLC (Colorado)
Colorado
$731M +$239M +48% 55
SAM
1904
SP Asset Management
California
$731M -$53.7M -7% 114
JCM
1905
Jacobi Capital Management
Pennsylvania
$730M -$21.3M -3% 424
KTA
1906
Keeley-Teton Advisors
Illinois
$730M -$62.7M -8% 391
SFG
1907
Sage Financial Group
Pennsylvania
$730M -$27M -4% 91
BCP
1908
Blue Chip Partners
Michigan
$730M -$54.8M -7% 170
FCM
1909
Fernbridge Capital Management
California
$730M +$35.7M +5% 24
CPI
1910
Crestview Partners II
New York
$730M -$14.5M -2% 3
PAM
1911
Palisade Asset Management
Minnesota
$729M -$48.9M -6% 180
AIP
1912
ARS Investment Partners
New York
$727M -$4.74M -0.6% 193
NGA
1913
Naples Global Advisors
Florida
$727M -$44M -6% 383
SCA
1914
Summit Creek Advisors
Minnesota
$726M -$58.5M -7% 73
VCA
1915
Verdence Capital Advisors
Maryland
$725M -$47.9M -6% 553
BCA
1916
Bernzott Capital Advisors
California
$725M -$180M -20% 56
CCA
1917
Clearwater Capital Advisors
Illinois
$724M -$7.53M -1% 162
BWP
1918
Baldwin Wealth Partners
Massachusetts
$723M -$47.9M -6% 714
CWM
1919
Cahaba Wealth Management
Georgia
$723M +$22.5M +3% 136
KA
1920
Kintegral Advisory
New York
$721M -$49.1M -6% 268
TCM
1921
TD Capital Management
Tennessee
$721M -$17.4M -2% 373
SP
1922
ShawSpring Partners
Massachusetts
$720M +$156M +28% 7
XF
1923
XML Financial
Maryland
$720M +$278M +63% 327
SAM
1924
Simplify Asset Management
Nevada
$720M -$78.1M -10% 76
BST
1925
Bath Savings Trust
Maine
$719M -$41.8M -5% 152