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
1951
Petrus Trust Company
Texas
$564M +$48.1M +9% 383
MAA
1952
Matrix Asset Advisors
New York
$564M -$21.2M -4% 71
3C
1953
361 Capital
Colorado
$563M -$12.6M -2% 427
IA
1954
IFG Advisory
Georgia
$563M +$41.3M +8% 375
SCA
1955
Stonebridge Capital Advisors
Minnesota
$563M +$24.6M +5% 958
CRCM
1956
Cat Rock Capital Management
Connecticut
$563M +$194M +52% 11
HCM
1957
Hoplite Capital Management
New York
$562M -$94M -14% 34
FCP
1958
Fine Capital Partners
New York
$561M -$131M -19% 13
ICA
1959
Infrastructure Capital Advisors
New York
$561M -$59M -10% 91
MIM
1960
Marco Investment Management
Georgia
$561M +$22.1M +4% 184
SP
1961
Summit Partners
Massachusetts
$560M +$108M +24% 9
HA
1962
Halsey Associates
Connecticut
$560M -$49.2M -8% 109
WCP
1963
Waterfront Capital Partners
New York
$560M -$113M -17% 53
SCA
1964
Stieven Capital Advisors
Missouri
$559M +$11.9M +2% 64
CC
1965
Centiva Capital
New York
$559M +$172M +45% 259
NB
1966
NBT Bank
New York
$559M +$9.61M +2% 193
PDN
1967
Pensionfund DSM Netherlands
Netherlands
$559M +$14.3M +3% 226
HCM
1968
Horan Capital Management
Maryland
$559M +$16.7M +3% 73
SCM
1969
Silvant Capital Management
Georgia
$558M +$1.57M +0.3% 343
PFA
1970
Pure Financial Advisors
California
$558M +$27.4M +5% 141
AWM
1971
Avior Wealth Management
Nebraska
$558M +$86M +18% 883
NSEDCP
1972
NJ State Employees Deferred Compensation Plan
New Jersey
$557M +$7.72M +1% 575
CA
1973
Callahan Advisors
Texas
$557M +$20M +4% 139
PCM
1974
Prana Capital Management
Connecticut
$557M -$92.4M -14% 70
SPC
1975
Stewart & Patten Company
California
$557M +$8.69M +2% 98