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
1501
Petrus Trust Company
Texas
$859M +$162M +23% 339
FLAM
1502
First Light Asset Management
Minnesota
$858M +$272M +47% 74
RCMNY
1503
Rubric Capital Management (New York)
New York
$858M +$246M +40% 74
ICVCFIA
1504
IDG China Venture Capital Fund IV Associates
Hong Kong
$858M +$496M +137% 4
NFG
1505
Next Financial Group
Texas
$857M +$81.3M +10% 2,196
JCM
1506
Jag Capital Management
Missouri
$856M +$178M +26% 174
CLC
1507
Charles-Lim Capital
Hong Kong
$855M +$249M +41% 6
BWM
1508
Baystate Wealth Management
Massachusetts
$854M +$97.2M +13% 779
SCP
1509
Sandhill Capital Partners
New York
$854M +$108M +15% 86
IAN
1510
Integrated Advisors Network
Texas
$853M +$342M +67% 475
APCM
1511
Alaska Permanent Capital Management
Alaska
$852M -$76.5M -8% 39
RP
1512
Regal Partners
Australia
$851M -$76.9M -8% 10
PM
1513
Pembroke Management
Quebec, Canada
$851M +$221M +35% 63
AF
1514
Alerus Financial
North Dakota
$850M +$128M +18% 173
ECM
1515
Everence Capital Management
Indiana
$849M +$139M +19% 680
IAM
1516
Impala Asset Management
Florida
$849M +$125M +17% 50
I
1517
IberiaBank
Louisiana
$849M +$89.6M +12% 228
MI
1518
Markston International
New York
$849M +$128M +18% 164
AFG
1519
Albion Financial Group
Utah
$847M +$163M +24% 232
RFA
1520
Reilly Financial Advisors
California
$847M +$156M +23% 998
OP
1521
Omni Partners
United Kingdom
$846M -$289M -25% 88
GAM
1522
Guinness Asset Management
United Kingdom
$846M +$155M +22% 110
NP
1523
NorthRock Partners
Minnesota
$844M +$130M +18% 230
PFO
1524
Pathstone Family Office
New Jersey
$844M +$140M +20% 1,063
SC
1525
Sepio Capital
Utah
$842M +$87.3M +12% 293