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
2051
Private Trust Company
Ohio
$926M +$74.6M +9% 2,392
NFA
2052
Nationwide Fund Advisors
Ohio
$923M +$20.6M +2% 5
APC
2053
Alta Park Capital
California
$923M -$49.7M -5% 47
JMFC
2054
J.M. Forbes & Co
Massachusetts
$923M +$62M +7% 132
AC
2055
AltraVue Capital
Washington
$922M +$55M +6% 27
CTC
2056
Chai Trust Company
Illinois
$922M -$270M -23% 14
MIM
2057
Morningstar Investment Management
Illinois
$922M +$51.9M +6% 208
HP
2058
Harvey Partners
New York
$922M +$65.2M +8% 46
QCMNJ
2059
Quantum Capital Management (New Jersey)
New Jersey
$919M +$69.3M +8% 33
FG
2060
Fiduciary Group
Georgia
$918M +$64.3M +8% 271
ACP
2061
Aveo Capital Partners
Colorado
$917M +$88.4M +11% 398
FFM
2062
Fairmount Funds Management
Pennsylvania
$917M -$29.1M -3% 18
FTF
2063
Freedom Together Foundation
New York
$916M -$16.6M -2% 26
HCM
2064
Howard Capital Management
Georgia
$915M +$106M +13% 86
SAM
2065
Sawgrass Asset Management
Florida
$914M +$26.9M +3% 210
KL
2066
KWMG LLC
Kansas
$914M +$60.1M +7% 138
TCM
2067
Tensile Capital Management
California
$914M +$58.5M +7% 19
ICP
2068
Ironvine Capital Partners
Nebraska
$912M +$78.1M +9% 45
SFG
2069
SNS Financial Group
Minnesota
$911M +$67.5M +8% 195
SWP
2070
Strategic Wealth Partners
Ohio
$911M +$100M +12% 311
TCBWMS
2071
Texas Capital Bank Wealth Management Services
Texas
$910M +$64.4M +8% 229
CCP
2072
Clough Capital Partners
Massachusetts
$910M +$5.58M +0.6% 205
P3I
2073
Progeny 3 Inc
Washington
$909M +$102M +13% 27
PCP
2074
Proficio Capital Partners
Massachusetts
$908M +$99.5M +12% 346
CM
2075
Caption Management
Oklahoma
$908M -$11.7M -1% 1,012