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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
1926
Petrus Trust Company
Texas
$443M -$43.5M -9% 0.27% 36.9% 231 48.48% 0.8
HG Vora Capital Management
1927
HG Vora Capital Management
New York
$443M -$101M -19% 1.35% 42.6% 18 61.11% 0.7
NAM
1928
Netols Asset Management
Wisconsin
$442M -$8.06M -2% 3.39% 41.7% 72 6.94% 2.3
L & S Advisors
1929
L & S Advisors
California
$440M +$36.1M +9% 9.36% 231% 148 68.24% 0.5
Strategy Asset Managers
1930
Strategy Asset Managers
California
$440M +$88K +0% 3.41% 115% 138 6.52% 1.9
Yorktown Management & Research Company
1931
Yorktown Management & Research Company
Virginia
$440M -$75.5M -15% 4.03% 223% 388 28.61% 1.6
Advisory Services Network
1932
Advisory Services Network
Georgia
$440M +$73.7M +20% 3.15% 105% 2,068 21.66% 1
TFG Asset Management
1933
TFG Asset Management
Cayman Islands
$439M +$124M +39% 0.36% 72.1% 36 22.22% 0.7
AAM
1934
Autus Asset Management
Arizona
$439M +$27.2M +7% 2.33% 26.3% 160 5% 2
Dudley & Shanley
1935
Dudley & Shanley
Florida
$439M -$19.3M -4% 1.93% 67.9% 31 9.68% 1.9
VBCP
1936
Vollero Beach Capital Partners
New York
$438M +$150M +52% 15% 75.8% 137 67.15% 0.3
Pine Brook Road Advisors
1937
Pine Brook Road Advisors
New York
$438M +$21.7M +5% 5.24% – 3 0% 2.3
Professional Advisory Services
1938
Professional Advisory Services
Florida
$437M +$14.1M +3% 3.04% 69.3% 59 6.78% 2.1
Dorsey & Whitney Trust
1939
Dorsey & Whitney Trust
South Dakota
$437M +$38.1M +10% 3.9% 86% 300 20% 1.9
Auxier Asset Management
1940
Auxier Asset Management
Oregon
$437M +$14.6M +3% 3.08% 71.7% 151 9.27% 2.5
ACM
1941
Anandar Capital Management
New York
$436M +$156M +56% 7.58% – 69 78.26% 0.2
Eagle Ridge Investment Management
1942
Eagle Ridge Investment Management
Connecticut
$436M +$8.67M +2% 1.64% 28.2% 134 13.43% 1.2
BTR Capital Management
1943
BTR Capital Management
California
$436M +$5.53M +1% 2.6% 35% 162 6.79% 2.2
Sonora Investment Management
1944
Sonora Investment Management
Arizona
$436M +$20M +5% 0.66% 32.8% 1,088 23.44% 0.6
PFMOSF
1945
Philadelphia Financial Management of San Francisco
California
$436M -$19.1M -4% 0.41% 209% 61 75.41% 0.6
Pinnacle Financial Partners (Tennessee)
1946
Pinnacle Financial Partners (Tennessee)
Tennessee
$435M +$45.2M +12% 3.1% 86% 295 18.98% 1.6
Middleton & Co
1947
Middleton & Co
Massachusetts
$435M +$3.66M +0.8% 1.68% 81.8% 162 7.41% 2.3
JA
1948
JVL Advisors
Texas
$435M +$97.8M +29% 29.7% 89.4% 19 15.79% 1.2
TAM
1949
Telemark Asset Management
Massachusetts
$435M +$30.9M +8% 11.3% 329% 40 37.5% 0.8
Northstar Investment Advisors
1950
Northstar Investment Advisors
Colorado
$434M +$23.2M +6% 2.65% 85.8% 117 20.51% 2