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
$703M +$2.42M +0.3% 288
LFG
1952
Larson Financial Group
Missouri
$703M +$125M +22% 1,446
AAIM
1953
Asset Advisors Investment Management
Georgia
$702M -$31.7M -4% 90
TSS
1954
Two Sigma Securities
New York
$701M +$135M +24% 2,137
JIR
1955
James Investment Research
Ohio
$701M -$46.1M -6% 561
SFO
1956
Stokes Family Office
Louisiana
$701M -$32.1M -4% 296
FBFS
1957
First Business Financial Services
Wisconsin
$700M -$42.1M -6% 171
SAM
1958
Sawgrass Asset Management
Florida
$700M -$80.8M -10% 158
TIM
1959
Triodos Investment Management
Netherlands
$700M -$10.3M -1% 48
MMC
1960
Mizuho Markets Cayman
Cayman Islands
$699M +$113M +19% 57
RI
1961
RWWM Inc
California
$699M -$51.8M -7% 14
HEC
1962
Hudson Executive Capital
New York
$698M -$90M -11% 9
LOAMU
1963
Lombard Odier Asset Management (USA)
New York
$698M +$222M +46% 408
AIM
1964
Aigen Investment Management
New York
$697M +$102M +17% 823
CA
1965
Callahan Advisors
Texas
$696M -$54.9M -7% 147
WAM
1966
Weatherly Asset Management
California
$696M -$22.2M -3% 182
JC
1967
Jacobs & Co
California
$696M -$51.1M -7% 125
RWM
1968
RKL Wealth Management
Pennsylvania
$694M -$34.8M -5% 139
PWPCM
1969
Perella Weinberg Partners Capital Management
New York
$694M -$78.5M -10% 30
NA
1970
Nottingham Advisors
New York
$694M -$43.4M -6% 135
SCM
1971
Simcoe Capital Management
New York
$693M -$11.4M -2% 18
WA
1972
WBH Advisory
Maryland
$693M -$56.4M -8% 309
FTS
1973
Fifth Third Securities
Ohio
$692M -$36.7M -5% 199
CWM
1974
Campbell Wealth Management
Virginia
$692M -$22.1M -3% 77
SC
1975
Shellback Capital
Massachusetts
$692M +$116M +20% 102