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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
PTC
2401
Petrus Trust Company
Texas
$989M +$76M +8% 0.15% 36.9% 167 86.23%
SWM
2402
SeaCrest Wealth Management
New York
$988M +$40.3M +4% 5.74% 142% 680 14.71%
MGI
2403
MayTech Global Investments
New York
$988M +$29.4M +3% 3.52% 158% 28 17.86%
RA
2404
Rodgers & Associates
Pennsylvania
$988M +$17.5M +2% 0.79% 53.7% 111 9.01%
SAM
2405
Stansberry Asset Management
Texas
$987M +$31.4M +3% 5.09% 79.6% 160 16.88%
LTAS
2406
Linden Thomas Advisory Services
North Carolina
$987M -$1.56M -0.2% 1.49% 136% 493 3.65%
LA
2407
LVW Advisors
New York
$987M +$7.36M +0.8% 2.36% 71.5% 374 15.78%
CFP
2408
Cascade Financial Partners
California
$987M +$114M +13% 12.3% 279 9.32%
BCM
2409
Beryl Capital Management
California
$986M +$934M +1,795% 50.2% 3,932% 21 100%
TW
2410
TritonPoint Wealth
Maryland
$986M -$180M -15% 5.98% 360 27.5%
VCAM
2411
Van Cleef Asset Management
Ohio
$986M +$2.16M +0.2% 1.74% 87.3% 120 5%
TC
2412
Torno Capital
Massachusetts
$985M -$1.31B -57% 4.52% 145 83.45%
WP
2413
Warburg Pincus
New York
$984M -$363M -27% 11.4% 3.59% 4 0%
WDA
2414
Wendell David Associates
New Hampshire
$984M -$28.7M -3% 2.08% 46% 151 2.65%
CG
2415
Cynosure Group
Utah
$983M +$62.4M +7% 0.17% 56.8% 539 57.14%
HT
2416
Heritage Trust
Oklahoma
$983M +$39.1M +4% 3.61% 310 8.71%
AT
2417
Arlington Trust
Alabama
$981M +$425M +76% 3.33% 55.1% 645 42.48%
HTIM
2418
Harbour Trust & Investment Management
Indiana
$980M +$12.9M +1% 2.51% 159 5.03%
PCA
2419
Private Capital Advisors
Connecticut
$979M +$80.9M +9% 21.5% 138% 87 19.54%
PCI
2420
Planning Center Inc
Illinois
$979M +$26.6M +3% 1.5% 38.9% 77 5.19%
AHB
2421
Abner Herrman & Brock
New Jersey
$979M +$8.67M +0.9% 5.06% 139% 122 12.3%
SGDR
2422
SPX Gestao de Recursos
Brazil
$979M -$224M -19% 5.46% 98.1% 177 70.62%
IGGA
2423
Iron Gate Global Advisors
Utah
$977M -$2.45M -0.3% 2.95% 106% 122 22.95%
RA
2424
Rational Advisors
New York
$976M -$28.8M -3% 0.56% 37.7% 205 16.1%
PRS
2425
Pinkerton Retirement Specialists
Idaho
$976M +$45.3M +5% 5.23% 82.9% 170 37.65%