We are live on ! Find out more

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
CTA
1926
Colonial Trust Advisors
South Carolina
$900M +$48.6M +6% 8.45% 68.3% 940 6.06%
SCM
1927
Soleus Capital Management
Connecticut
$900M -$66.1M -7% 11.2% 436% 115 45.22%
AAIM
1928
American Assets Investment Management
California
$899M +$31.9M +4% 3.64% 413% 176 3.41%
FTDI
1929
First Trust Direct Indexing
Massachusetts
$898M +$55.8M +7% 8.96% 69% 751 12.65%
SAM
1930
SP Asset Management
California
$896M +$80.9M +10% 11.8% 82.9% 118 7.63%
GC
1931
Globeflex Capital
California
$896M +$77M +9% 11% 135% 526 22.05%
JCM
1932
Jacobi Capital Management
Pennsylvania
$894M +$51.3M +6% 6.11% 62.7% 451 9.53%
SFM
1933
Stack Financial Management
Montana
$894M +$71.6M +9% 4.54% 68.6% 40 12.5%
HR
1934
Howe & Rusling
New York
$894M +$54.4M +6% 5.63% 66.1% 350 18.57%
BOPW
1935
Brandywine Oak Private Wealth
Pennsylvania
$893M +$36.7M +4% 4.1% 55.7% 254 6.69%
PIP
1936
Permian Investment Partners
Texas
$892M +$132M +17% 10.9% 81.9% 20 40%
FIM
1937
Freedom Investment Management
Connecticut
$891M +$6.41M +0.7% 4.4% 58.5% 799 25.28%
ELFC
1938
E-L Financial Corp
Ontario, Canada
$891M +$50M +6% 8.3% 68.6% 1 0%
CC
1939
Commodore Capital
New York
$890M +$233M +35% 36.3% 2,049% 34 29.41%
PTC
1940
Petrus Trust Company
Texas
$890M +$64.8M +8% 4.11% 25.1% 776 59.66%
MAM
1941
Mastrapasqua Asset Management
Tennessee
$889M +$74.3M +9% 13.7% 54.9% 161 13.66%
GLA
1942
Good Life Advisors
Pennsylvania
$889M +$106M +14% 5.75% 60% 441 16.55%
PCM
1943
Primavera Capital Management
Cayman Islands
$888M -$137M -13% 1.11% 23.8% 4 0%
ACM
1944
AlphaStar Capital Management
North Carolina
$886M -$291M -25% 5.68% 51.5% 307 32.9%
FBA
1945
Front Barnett Associates
Illinois
$886M +$35.7M +4% 7.6% 40.5% 123 7.32%
EIA
1946
Edgemoor Investment Advisors
Maryland
$886M +$62.9M +8% 8.98% 88.5% 160 4.38%
WDA
1947
Wendell David Associates
New Hampshire
$885M +$41.9M +5% 6.46% 46% 148 2.03%
AMI
1948
Amica Mutual Insurance
Rhode Island
$884M -$12.3M -1% 7.57% 69.7% 106 15.09%
CIS
1949
Connors Investor Services
Pennsylvania
$884M +$32.7M +4% 9.69% 116% 166 8.43%
AFCM
1950
Applied Finance Capital Management
Puerto Rico
$883M +$78.6M +10% 5.68% 68.5% 79 16.46%