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
1901
Petrus Trust Company
Texas
$903M -$43.9M -5% 114
PA
1902
PFG Advisors
Arizona
$902M +$29.8M +3% 521
TTWM
1903
TCV Trust & Wealth Management
Virginia
$902M -$13.6M -1% 199
SWA
1904
SFMG Wealth Advisors
Texas
$901M +$1.27M +0.1% 277
BWP
1905
Baldwin Wealth Partners
Massachusetts
$901M -$14M -2% 685
NCM
1906
Novare Capital Management
North Carolina
$901M +$6.04M +0.7% 165
GACM
1907
Global Alpha Capital Management
Quebec, Canada
$900M -$22M -2% 36
ML
1908
McAdam LLC
Pennsylvania
$900M +$18.9M +2% 184
CFFNO
1909
Common Fund For Nonprofit Organizations
Connecticut
$900M -$80M -8% 11
EWM
1910
Endurance Wealth Management
Rhode Island
$899M -$2.56M -0.3% 666
ERIM
1911
Eagle Ridge Investment Management
Connecticut
$898M +$35.9M +4% 149
CAAS
1912
Capital Asset Advisory Services
Michigan
$898M -$13.5M -1% 761
WDA
1913
Wendell David Associates
New Hampshire
$897M +$3.6M +0.4% 157
AAIM
1914
Asset Advisors Investment Management
Georgia
$897M -$7.16M -0.8% 100
TA
1915
TruWealth Advisors
Louisiana
$897M +$44M +5% 121
STT
1916
Singapore Technologies Telemedia
Singapore
$896M -$346M -28% 1
WB
1917
Webster Bank
Connecticut
$895M -$18.5M -2% 560
NI
1918
NYL Investors
New York
$895M +$41.2M +5% 36
MPMG
1919
Minneapolis Portfolio Management Group
Minnesota
$895M -$67.1M -7% 32
CW
1920
Connectus Wealth
Ohio
$894M +$3.38M +0.4% 33
DBT
1921
Dubuque Bank & Trust
Iowa
$894M -$6.25M -0.7% 289
CCP
1922
Cardan Capital Partners
Colorado
$893M -$5.83M -0.6% 259
OFM
1923
Omega Fund Management
Massachusetts
$891M +$7.78M +0.9% 26
BCM
1924
BTC Capital Management
Iowa
$891M +$13.1M +1% 233
KGI
1925
Kopernik Global Investors
Florida
$890M -$52.8M -6% 26