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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)
Convergence Financial
2201
Convergence Financial
Missouri
$1.26B +$315M +33% 16.3% 70.6% 302 38.08% 1.2
Conservest Capital Advisors
2202
Conservest Capital Advisors
Pennsylvania
$1.26B +$154M +14% 15.9% 58.6% 137 10.95% 2.4
Jay A. Fishman Ltd
2203
Jay A. Fishman Ltd
Michigan
$1.26B +$136M +12% 13.5% 119% 80 6.25% 7.6
RKL Wealth Management
2204
RKL Wealth Management
Pennsylvania
$1.25B +$143M +13% 16.8% 76.8% 191 7.33% 5.4
Sentinus LLC
2205
Sentinus LLC
Illinois
$1.25B +$146M +13% 13% – 707 22.91% 1
PCM
2206
Prime Capital Management
Hong Kong
$1.25B +$361M +41% 72.5% 579% 7 0% 1
Private Trust Company
2207
Private Trust Company
Ohio
$1.25B +$131M +12% 16.8% 87.7% 2,833 12.39% 3.3
Hartford Funds Management
2208
Hartford Funds Management
Pennsylvania
$1.25B +$98.5M +9% 6.25% 26.8% 103 11.65% 2.3
FountainVest China Capital Partners GP3
2209
FountainVest China Capital Partners GP3
Cayman Islands
$1.25B +$48.9M +4% 4.3% 121% 2 0% 4.4
AWM Capital
2210
AWM Capital
Arizona
$1.25B +$144M +13% 10.5% 51.1% 131 20.61% 2.6
SP Asset Management
2211
SP Asset Management
California
$1.25B +$114M +10% 17.6% 92.4% 140 17.14% 4.5
JTC Employer Solutions Trustee
2212
JTC Employer Solutions Trustee
Jersey
$1.25B +$50.3M +4% 8.62% 88.7% 318 4.72% 3.7
Ledyard National Bank
2213
Ledyard National Bank
$1.25B +$93.4M +8% 11.5% 80.7% 264 14.02% 6.6
SYM Financial Corp
2214
SYM Financial Corp
Indiana
$1.24B +$243M +24% 11.6% 64.3% 569 33.92% 1.7
LRI Investments
2215
LRI Investments
Florida
$1.24B +$115M +10% 11.9% – 2,018 33.1% 1.2
EC
2216
E20 Capital
$1.24B +$174M +16% 93.9% – 40 90% 0.1
Diameter Capital Partners
2217
Diameter Capital Partners
New York
$1.24B +$172M +16% 0.42% 378% 45 57.78% 0.4
Certified Advisory Corp
2218
Certified Advisory Corp
Florida
$1.24B +$125M +11% 12.4% 62.9% 340 10.29% 4.1
United Services Automobile Association
2219
United Services Automobile Association
Texas
$1.24B +$389M +46% 1.24% 31.8% 15 6.67% 9.2
Linden Thomas Advisory Services
2220
Linden Thomas Advisory Services
North Carolina
$1.24B +$202M +19% 28.9% 149% 552 5.8% 2.4
First Nebraska Trust
2221
First Nebraska Trust
Nebraska
$1.24B +$156M +14% 18.8% 76.9% 236 9.75% 6.2
a16z Perennial Management
2222
a16z Perennial Management
California
$1.24B +$32.7M +3% 4.97% – 173 75.72% 0.8
Rossmore Private Capital
2223
Rossmore Private Capital
Connecticut
$1.24B +$97.2M +9% 11.6% 87.1% 365 8.49% 3.9
Caldwell Trust
2224
Caldwell Trust
Florida
$1.24B +$117M +10% 15.4% 97.5% 851 12.57% 4.4
Continuum Advisory
2225
Continuum Advisory
Idaho
$1.24B +$194M +19% 17.1% 77% 1,992 77.56% 0.9