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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 Avg Holding
Period (Yrs)
Petrus Trust Company
1851
Petrus Trust Company
Texas
$379M -$14.2M -4% 2.32% 36.9% 50 16% 0.2
Wedbush Securities
1852
Wedbush Securities
California
$379M +$14.1M +4% 5.08% 114% 630 18.73% 0.2
Rockland Trust
1853
Rockland Trust
Massachusetts
$378M +$17.4M +5% 3.66% 61.5% 118 11.02% 0.2
TCM
1854
Tamarack Capital Management
California
$378M +$199M +112% 17.1% – 34 35.29% 0.2
Greylock XI
1855
Greylock XI
Massachusetts
$378M -$465M -55% 21.5% – 3 0% 0.3
Washington Capital Management
1856
Washington Capital Management
Washington
$377M -$9.6M -2% 10.4% 81.8% 201 12.94% 0.2
RBF Capital
1857
RBF Capital
California
$376M +$24.5M +7% 7.54% 147% 296 12.16% 0.2
Capital Investment Services of America
1858
Capital Investment Services of America
Wisconsin
$376M +$27.8M +8% 9.47% 50.7% 59 6.78% 0.2
PIM
1859
Partner Investment Management
California
$375M -$66.5M -15% 16.4% 168% 101 54.46% 0.2
Foster & Motley
1860
Foster & Motley
Ohio
$375M +$15M +4% 3.63% 68.8% 155 11.61% 0.2
North Star Investment Management
1861
North Star Investment Management
Illinois
$374M -$12M -3% 5.73% 80.6% 300 15% 0.2
Nuance Investments
1862
Nuance Investments
Missouri
$374M +$55.7M +18% 3.45% 3.13% 67 32.84% 0.2
Appleton Partners
1863
Appleton Partners
Massachusetts
$373M +$26.2M +8% 6.79% 101% 172 15.7% 0.2
First Interstate Bank
1864
First Interstate Bank
Montana
$371M +$51.6M +16% 5.58% 49.7% 103 15.53% 0.2
Fulton Breakefield Broenniman
1865
Fulton Breakefield Broenniman
Maryland
$371M +$30.2M +9% 3.14% 68% 139 7.19% 0.2
KM
1866
Kylin Management
New York
$370M +$161M +77% 75.1% 126% 9 77.78% 0.1
Main Street Research
1867
Main Street Research
Connecticut
$370M +$39M +12% 6.66% 232% 147 12.24% 0.2
Henry H. Armstrong Associates
1868
Henry H. Armstrong Associates
Pennsylvania
$370M +$1.16M +0.3% 2.51% 70% 36 8.33% 0.2
Jacobs Asset Management
1869
Jacobs Asset Management
New York
$370M -$72.5M -16% 3.44% 114% 50 20% 0.2
Gardner Lewis Asset Management
1870
Gardner Lewis Asset Management
Pennsylvania
$369M -$17.4M -4% 16% 240% 144 53.47% 0.2
PCM
1871
Palestra Capital Management
New York
$369M +$128M +53% 13.4% 236% 36 63.89% 0.1
SCM
1872
Symons Capital Management
Pennsylvania
$369M +$1.57M +0.4% 1.3% 25.4% 91 46.15% 0.2
KE
1873
KLP Enterprises
Connecticut
$369M – – 6.44% – 1 – 0
CLA (CliftonLarsonAllen) Wealth Advisors
1874
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$368M +$332M +908% 4.99% 45.9% 77 67.53% 0.1
Clear Harbor Asset Management
1875
Clear Harbor Asset Management
Connecticut
$368M +$31M +9% 9.41% 98.6% 239 26.36% 0.2