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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
67
6
7
4
6
1
47
8
8
FIRST FOUNDATION ADVISORS

Time Period2017-12-31

Total Holdings329

Total Value ($x1000)1,852,854
Activities
New40

Increased146

Unchanged53

Decreased90

Sold Out20

Top 10 Stock Holdingstotal 33.45%
FB6.2

MSFT5.99

UPS3.56

BRK.B3.47

VER2.6

 
GOOG2.54

PNK2.51

PM2.43

BK2.09

ROIC2.06

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FB
6.2%
CL A
MSFT
5.99%
COM
UPS
3.56%
CL B
BRK.B
3.47%
CL B NEW
VER
2.6%
COM
GOOG
2.54%
CAP STK CL C
PNK
2.51%
COM
PM
2.43%
COM
BK
2.09%
COM
ROIC
2.06%
COM
JNJ
1.99%
COM
PFE
1.96%
COM
GPT
1.95%
COM
REXR
1.92%
COM
ORCL
1.85%
COM
MO
1.82%
COM
DIS
1.73%
COM DISNEY
MDT
1.59%
SHS
GS
1.57%
COM
SPY
1.47%
TR UNIT
FOXA
1.46%
CL A
MAC
1.46%
COM
BTI
1.39%
SPONSORED ADR
DEO
1.38%
SPON ADR NEW
MAGA
1.38%
POINT BRIDGE GOP
BLK
1.37%
COM
STWD
1.27%
COM
WFC
1.25%
COM
WBA
1.16%
COM
AGN
1.14%
SHS
MDLZ
1.1%
CL A
CTL
1.01%
COM
MLM
0.99%
COM
BUD
0.96%
SPONSORED ADR
GLPI
0.89%
COM
AAPL
0.87%
COM
QCOM
0.86%
COM
SLB
0.8%
COM
DWDP
0.77%
COM
OXY
0.76%
COM
RSG
0.74%
COM
BLL
0.71%
COM
JPM
0.64%
COM
PICO
0.61%
COM NEW
SCHV
0.61%
US LCAP VA ETF
PCI
0.55%
COM SHS
NLSN
0.52%
SHS EUR
BABA
0.5%
SPONSORED ADS
JQC
0.48%
COM SHS
PFN
0.37%
COM
AMZN
0.35%
COM
MINT
0.35%
ENHAN SHRT MAT
XOM
0.35%
COM
TSI
0.34%
COM
FRA
0.32%
COM
BRK.A
0.31%
CL A
VTA
0.3%
COM
BLW
0.3%
COM SHS
EDU
0.28%
SPON ADR
JPC
0.27%
COM
VNQ
0.27%
REIT ETF
VOO
0.26%
SHS
LVS
0.26%
COM
GOOGL
0.26%
CAP STK CL A
GILD
0.26%
COM
NVDA
0.24%
COM
HYB
0.24%
COM NEW
WFC/PL
0.24%
PERP PFD CNV A
FCT
0.23%
COM
TWX
0.23%
COM NEW
BTZ
0.23%
COM
AGN/PA
0.22%
PFD CONV SER A
MON
0.21%
COM
CSCO
0.21%
COM
JRI
0.2%
COM
MMT
0.2%
SH BEN INT
PCM
0.2%
COM
NFLX
0.2%
COM
ITOT
0.19%
CORE S&P TTL STK
OAK
0.19%
UNIT 99/99/9999
VO
0.19%
MID CAP ETF
BIT
0.18%
COM
LDP
0.18%
COM
AVGO
0.17%
SHS
JMBA
0.17%
COM NEW
ERC
0.16%
COM SHS
ARE
0.16%
COM
BF/B
0.16%
CL B
KO
0.16%
COM
WYNN
0.16%
COM
HTHT
0.16%
SPONSORED ADR
CVX
0.15%
COM
BHK
0.15%
SHS BEN INT
BTT
0.15%
COM SHS BEN IN
KMF
0.14%
COM
CELG
0.14%
COM
SCHW
0.14%
COM
UNH
0.14%
COM
ARE/PD
0.14%
PFD CONV SER D
T
0.13%
COM
DHXM
0.13%
SHS VAR VTG
WB
0.13%
SPONSORED ADR
NCA
0.13%
COM
JOE
0.12%
COM
ATVI
0.12%
COM
DFP
0.12%
SHS
NKE
0.12%
CL B
WIW
0.12%
COM
BBN
0.12%
SHS
NEA
0.12%
COM
CLGX
0.11%
COM
IVV
0.11%
CORE S&P500 ETF
LRGF
0.11%
FCTSLC MSCI US
BA
0.11%
COM
MNK
0.11%
SHS
RNG
0.11%
CL A
YY
0.11%
ADS REPCOM CLA
TAP
0.11%
CL B
DSL
0.11%
COM
BMY
0.1%
COM
PG
0.1%
COM
VIOO
0.1%
SMLLCP 600 IDX
EBAY
0.1%
COM
FFC
0.1%
COM
RSP
0.09%
GUG S&P500 EQ WT
NBB
0.09%
COM
BAC/PL
0.09%
7.25%CNV PFD L
HD
0.09%
COM
LBTYA
0.09%
SHS CL A
IWN
0.09%
RUS 2000 VAL ETF
MU
0.09%
COM
ETX
0.09%
SHS
NAD
0.09%
COM
TYG
0.08%
COM
RMT
0.08%
COM
HYG
0.08%
IBOXX HI YD ETF
EOT
0.08%
COM SHS
MCD
0.08%
COM
MSI
0.08%
COM NEW
PEP
0.08%
COM
BOFI
0.08%
COM
NAC
0.08%
COM
MUC
0.08%
COM
SBUX
0.08%
COM
IQI
0.08%
COM
RCII
0.07%
COM
DXC
0.07%
COM
SPYV
0.07%
S&P 500 VALUE
KED
0.07%
COM
KYN
0.07%
COM
BAC
0.07%
COM
TOTL
0.07%
SPDR TR TACTIC
INTC
0.07%
COM
SCHZ
0.07%
US AGGREGATE B
RA
0.07%
SHS BEN INT
IJH
0.07%
CORE S&P MCP ETF
BIDU
0.07%
SPON ADR REP A
RLJ/PA
0.07%
CUM CONV PFD A
ABBV
0.06%
COM
COST
0.06%
COM
BAM
0.06%
CL A LTD VT SH
GMZ
0.06%
SHS
MMM
0.06%
COM
VZ
0.06%
COM
LGF/A
0.06%
CL A VTG
PDI
0.06%
SHS
VCV
0.06%
COM
PHB
0.06%
FDM HG YLD RAFI
PPG
0.06%
COM
NOW
0.06%
COM
SNLN
0.06%
HI LD IBOXX SRLN
SCHH
0.06%
US REIT ETF
MRK
0.06%
COM
IBM
0.05%
COM
EIM
0.05%
COM
SWKS
0.05%
COM
FWONA
0.05%
COM A MEDIA GRP
NZF
0.05%
COM SH BEN INT
BIP
0.05%
LP INT UNIT
NTES
0.05%
SPONSORED ADR
ISRG
0.05%
COM NEW
EVC
0.05%
CL A
GSIE
0.05%
ACTIVEBETA INT
CMF
0.05%
CALI AMT-FRE ETF
CCK
0.05%
COM
CMCSA
0.04%
CL A
ACN
0.04%
SHS CLASS A
KTF
0.04%
COM
EIX
0.04%
COM
GNL
0.04%
COM
IIM
0.04%
COM
LOW
0.04%
COM
V
0.04%
COM CL A
BPL
0.04%
UNIT LTD PARTN
BOND
0.04%
TOTL RETN ETF
PTY
0.04%
COM
AMGN
0.04%
COM
VMO
0.04%
COM
GE
0.04%
COM
AGG
0.04%
CORE TOTUSBD ETF
APTV
0.04%
SHS
CEV
0.04%
SH BEN INT
LMT
0.04%
COM
IEFA
0.04%
CORE MSCI EAFE
AZO
0.04%
COM
FISV
0.04%
COM
DSI
0.04%
MSCI KLD400 SOC
EPP
0.03%
MSCI PAC JP ETF
DBL
0.03%
COM
WAB
0.03%
COM
EMR
0.03%
COM
COL
0.03%
COM
ROK
0.03%
COM
PNC
0.03%
COM
CVS
0.03%
COM
UNP
0.03%
COM
ABT
0.03%
COM
D
0.03%
COM
WMT
0.03%
COM
HON
0.03%
COM
GBCI
0.03%
COM
SIRI
0.03%
COM
NVG
0.03%
COM
NEE
0.03%
COM
XLI
0.03%
SBI INT-INDS
EFA
0.03%
MSCI EAFE ETF
TEI
0.03%
COM
PML
0.03%
COM
STLD
0.03%
COM
COP
0.03%
COM
PSA
0.03%
COM
VTI
0.03%
TOTAL STK MKT
C
0.02%
COM NEW
LLY
0.02%
COM
CI
0.02%
COM
EFAV
0.02%
EAFE MIN VOL ETF
RTN
0.02%
COM NEW
EWJ
0.02%
MSCI JPN ETF NEW
GSK
0.02%
SPONSORED ADR
PSX
0.02%
COM
FOX
0.02%
CL B
AMAT
0.02%
COM
EVV
0.02%
COM
IPCI
0.02%
COM
NOV
0.02%
COM
CSII
0.02%
COM
CRI
0.02%
COM
PSEC
0.02%
COM
MMP
0.02%
COM UNIT RP LP
GM
0.02%
COM
LYV
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
LQD
0.02%
IBOXX INV CP ETF
PFL
0.02%
COM
DBEU
0.02%
DB XTR MSCI EUR
GLD
0.02%
GOLD SHS
GPS
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
K
0.02%
COM
SYY
0.02%
COM
FAST
0.02%
COM
RDS/A
0.02%
SPONS ADR A
IVE
0.02%
S&P 500 VAL ETF
DE
0.02%
COM
JEC
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
EPD
0.02%
COM
GIS
0.02%
COM
DUK
0.02%
COM NEW
PCY
0.02%
SOVEREIGN DEBT
ELLI
0.02%
COM
CL
0.02%
COM
DVY
0.02%
SELECT DIVID ETF
KHC
0.02%
COM
FLOT
0.02%
FLTG RATE BD ETF
UTX
0.02%
COM
JPS
0.02%
COM
PCAR
0.02%
COM
TRV
0.02%
COM
USB
0.02%
COM NEW
NSC
0.02%
COM
LRCX
0.02%
COM
PMX
0.02%
COM
EEM
0.01%
MSCI EMG MKT ETF
IJR
0.01%
CORE S&P SCP ETF
QQQ
0.01%
UNIT SER 1
IBDB
0.01%
2018 CP TM ETF
GD
0.01%
COM
MCK
0.01%
COM
ANTM
0.01%
COM
NLY
0.01%
COM
RLI
0.01%
COM
FDX
0.01%
COM
O
0.01%
COM
VRIG
0.01%
VAR RAT INV GR
BAX
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
KMB
0.01%
COM
FTLS
0.01%
LNG/SHT EQUITY
XLV
0.01%
SBI HEALTHCARE
EW
0.01%
COM
CAT
0.01%
COM
PBP
0.01%
S&P 500 BUYWRT
VCSH
0.01%
SHRT TRM CORP BD
AMLP
0.01%
ALERIAN MLP
CYS
0.01%
COM
LUV
0.01%
COM
ED
0.01%
COM
MCA
0.01%
COM
BGT
0.01%
COM
JRO
0.01%
COM SHS
NIQ
0.01%
COM
TICC
0.01%
COM
ETJ
0.01%
COM
PMBC
0.01%
COM
CHW
< 0.01%
COM
NRO
< 0.01%
COM
NCZ
< 0.01%
COM
OCSL
< 0.01%
COM
JE
< 0.01%
COM
MYND
< 0.01%
COM NEW
MCC
< 0.01%
COM
GNUS
< 0.01%
COM PAR
KCAP
< 0.01%
COM
UEC
< 0.01%
COM
TRX
< 0.01%
COM
C/WS/A
< 0.01%
*W EXP 01/04/201
EGO
< 0.01%
COM
CTRV
< 0.01%
COM
LVLT
2.94%
COM NEW
GRUB
0.12%
COM
DFS
0.04%
COM
SINA
0.03%
ORD
LGF/B
0.03%
CL B NON VTG
TRIP
0.03%
COM
DLPH
0.02%
SHS
P
0.02%
COM
MSG
0.02%
CL A
BX
0.02%
COM UNIT LTD
PCG
0.02%
COM
NVS
0.01%
SPONSORED ADR
ALK
0.01%
COM
HEDJ
0.01%
EUROPE HEDGED EQ
DHR
0.01%
COM
ARR
0.01%
COM NEW
ESNT
0.01%
COM
TRVG
0.01%
SHS
FSC
< 0.01%
COM
OBE
< 0.01%
COM