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
MWM
2076
Modera Wealth Management
New Jersey
$474M -$7.64M -2% 138
IFAM
2077
Institutional & Family Asset Management
Colorado
$474M +$8.13M +2% 908
PFM
2078
Phillips Financial Management
Indiana
$474M +$12M +3% 70
SAM
2079
Strategy Asset Managers
California
$473M +$11.7M +3% 122
FG
2080
Fiduciary Group
Georgia
$473M +$11.7M +3% 174
JFA
2081
JNBA Financial Advisors
Minnesota
$473M +$5.95M +1% 559
ECM
2082
Everence Capital Management
Indiana
$473M +$21M +5% 451
SFM
2083
Signature Financial Management
Virginia
$473M -$7.73M -2% 180
HCM
2084
Heathbridge Capital Management
Ontario, Canada
$473M -$17M -3% 31
CG
2085
Caprock Group
Idaho
$473M +$4.35M +0.9% 496
DBG
2086
De Burlo Group
Massachusetts
$472M +$13.1M +3% 121
YL
2087
YCG LLC
Texas
$472M +$15.2M +3% 36
SFS
2088
Sowell Financial Services
Arkansas
$471M +$71M +18% 316
PTC
2089
Petrus Trust Company
Texas
$471M +$41.2M +10% 320
AC
2090
Asturias Capital
New York
$471M +$48.1M +11% 30
LAM
2091
Lapides Asset Management
Connecticut
$470M +$14.6M +3% 91
ACP
2092
Atalan Capital Partners
New York
$470M +$48.5M +11% 14
JA
2093
JLB & Associates
Michigan
$470M +$5.16M +1% 71
SUT
2094
SC US (TTGP)
California
$470M +$224M +91% 6
SC
2095
Savant Capital
Illinois
$468M -$5.89M -1% 298
SGAM
2096
Stephens Group Asset Management
Arkansas
$468M +$25.9M +6% 15
SM
2097
Sunriver Management
Connecticut
$468M +$20.5M +5% 21
ED
2098
Exane Derivatives
France
$467M +$40.6M +10% 674
JA
2099
JOYN Advisors
Georgia
$467M +$454K +0.1% 1,995
GWI
2100
Grace & White Inc
New York
$467M -$20.1M -4% 138