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
PHAM
1626
Pacific Heights Asset Management
California
$1.01B +$242M +31% 81
B
1627
Brightworth
Georgia
$1.01B +$109M +12% 99
PTC
1628
Petrus Trust Company
Texas
$1.01B +$47.7M +5% 281
MFG
1629
Magnus Financial Group
New York
$1.01B +$148M +17% 391
APCM
1630
Alaska Permanent Capital Management
Alaska
$1.01B +$91.1M +10% 35
FQ
1631
First Quadrant
California
$1B +$219M +28% 708
SGI
1632
Summit Global Investments
Utah
$1B +$32.8M +3% 292
CCP
1633
Corient Capital Partners
California
$1B +$130M +15% 570
EC
1634
EJF Capital
Virginia
$998M -$199M -17% 252
BFS
1635
Bard Financial Services
Connecticut
$998M 265
BHWM
1636
Bar Harbor Wealth Management
New Hampshire
$998M +$93.1M +10% 245
DILH
1637
Dai-ichi Life Holdings
Japan
$997M +$331M +50% 1
TA
1638
Trivest Advisors
Hong Kong
$996M +$344M +53% 26
CPSAC
1639
Chas P. Smith & Associates (CPS)
Florida
$995M +$107M +12% 108
CIM
1640
Corda Investment Management
Texas
$995M +$75.7M +8% 62
CGM
1641
Capital Growth Management
Massachusetts
$993M +$35.8M +4% 78
WCM
1642
Windward Capital Management
California
$993M +$2.68M +0.3% 81
OC
1643
ORIX Corp
Japan
$992M +$343M +53% 1
AIA
1644
Angeles Investment Advisors
California
$991M +$192M +24% 117
GIG
1645
Goodnow Investment Group
Connecticut
$991M +$107M +12% 24
KM
1646
Kora Management
New York
$990M +$136M +16% 6
LSGA
1647
Lone Star Global Acquisitions
Bermuda
$990M +$259M +35% 2
WIA
1648
Wealthstreet Investment Advisors
Texas
$989M +$93.9M +10% 365
CCM
1649
Check Capital Management
California
$988M +$97M +11% 42
SSWM
1650
Smith Salley Wealth Management
North Carolina
$987M +$160M +19% 221