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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
PIM
1826
Provident Investment Management
Michigan
$1.06B +$151M +17% 15% 59.5% 80 12.5%
HCM
1827
Hollencrest Capital Management
California
$1.06B +$174M +20% 11.2% 72% 1,144 15.73%
NIM
1828
NEOS Investment Management
Connecticut
$1.06B +$274M +35% 14.1% 515 31.84%
PTC
1829
Petrus Trust Company
Texas
$1.05B +$120M +13% 10.4% 25.1% 781 53.91%
AG
1830
Ascent Group
Virginia
$1.05B +$149M +16% 10.8% 66.3% 504 13.1%
LGWM
1831
Litman Gregory Wealth Management
California
$1.05B +$84.8M +9% 8.91% 55.5% 128 11.72%
AWMS
1832
Advocacy Wealth Management Services
Georgia
$1.05B +$155M +17% 7.24% 33.5% 53 33.96%
SRC
1833
Shufro Rose & Co
New York
$1.05B -$6.81M -0.6% 7.46% 47.5% 311 1.93%
FWP
1834
FAS Wealth Partners
Kansas
$1.05B +$117M +13% 10.2% 58% 449 11.36%
MYIA
1835
Mount Yale Investment Advisors
Colorado
$1.05B +$133M +14% 11.3% 69.4% 546 18.32%
LIA
1836
LBMC Investment Advisors
Tennessee
$1.05B +$112M +12% 10.9% 43.6% 174 13.79%
HP
1837
Hikari Power
Japan
$1.05B +$27M +3% 5.47% 56.5% 65 3.08%
DAM
1838
Delta Asset Management
Tennessee
$1.05B +$90M +9% 11.7% 52.1% 709 11.99%
AP
1839
Americana Partners
Texas
$1.05B +$123M +13% 8.15% 67.2% 332 17.47%
CAM
1840
Crake Asset Management
United Kingdom
$1.05B +$345M +49% 14.7% 52.9% 20 40%
VC
1841
Vestor Capital
Illinois
$1.05B +$126M +14% 16.1% 186% 270 21.11%
LS
1842
Livforsakringsbolaget Skandia
Sweden
$1.05B +$137M +15% 13.3% 116% 604 9.93%
NC
1843
NewSquare Capital
Pennsylvania
$1.05B +$101M +11% 10.1% 76.5% 650 32.92%
HTHT
1844
Hemenway Trust Hemenway Trust
New Hampshire
$1.05B +$92.2M +10% 10.3% 58.4% 139 11.51%
MTC
1845
McDaniel Terry & Co
Texas
$1.05B +$85.3M +9% 11.2% 52.9% 92 16.3%
WTA
1846
Washington Trust Advisors
Massachusetts
$1.04B +$69.8M +7% 10.9% 71.2% 706 10.2%
BCLSI
1847
Bain Capital Life Sciences Investors
Massachusetts
$1.04B +$149M +17% 43.6% 643% 33 24.24%
AE
1848
American Express
New York
$1.04B 17% 5
THLTP
1849
Thomas H. Lee (THL) Partners
Massachusetts
$1.04B +$8.8M +0.9% 20.8% 37.2% 3 33.33%
TI
1850
Trigran Investments
Illinois
$1.04B +$100M +11% 17% 11.2% 22 22.73%