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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 Avg Holding
Period (Yrs)
Montecito Bank & Trust
2726
Montecito Bank & Trust
California
$331M +$3.78M +1% 2.93% – 217 7.37% 3.1
SC
2727
Serenity Capital
California
$330M +$19M +6% 5.31% – 9 33.33% 1
Waddell & Associates
2728
Waddell & Associates
Tennessee
$330M +$15.4M +5% 2% 194% 17 17.65% 0.4
Lannebo Fonder
2729
Lannebo Fonder
Sweden
$330M +$16.9M +5% 3.84% 49.8% 24 4.17% 2.8
America First Investment Advisors
2730
America First Investment Advisors
Nebraska
$329M +$2.98M +0.9% 5.18% 78.2% 96 11.46% 4.5
Capital Investment Advisory Services
2731
Capital Investment Advisory Services
North Carolina
$329M +$60.4M +23% 2.98% 69.3% 1,508 21.02% 0.6
EVM
2732
Evelyn V. Moreno
$329M -$10M -3% 3.66% 39.4% 66 15.15% 4.5
TA
2733
Tamarack Advisers
California
$329M +$77M +31% 8.29% 46.5% 27 37.04% 1.3
Gladstone Institutional Advisory
2734
Gladstone Institutional Advisory
Florida
$328M +$55.8M +20% 2.62% 85.6% 298 39.26% 0.3
OM
2735
Opaleye Management
Massachusetts
$328M -$33M -9% 14.1% 748% 63 47.62% 1.2
Meristem Family Wealth
2736
Meristem Family Wealth
Minnesota
$328M +$31.9M +11% 3.08% 67.7% 182 20.33% 2.3
Parker Investment Management
2737
Parker Investment Management
California
$328M +$4.36M +1% 3.03% 208% 44 29.55% 1.3
Rinet Company
2738
Rinet Company
Massachusetts
$328M +$11.1M +3% 1.79% 33.1% 25 8% 2.9
Relaxing Retirement Coach
2739
Relaxing Retirement Coach
Massachusetts
$327M +$6.48M +2% 1.95% 28.6% 51 0% 1.4
Pensionfund Sabic
2740
Pensionfund Sabic
Netherlands
$327M +$10.3M +3% 2.8% 63.6% 229 20.96% 2.1
TFM
2741
TPI Fund Managers
United Kingdom
$327M – – 6.21% 49.6% 35 – 0
IP
2742
Isomer Partners
New York
$327M -$5.4M -2% 3.09% 57.2% 21 52.38% 0.3
Mengis Capital Management
2743
Mengis Capital Management
Oregon
$327M +$148M +82% 3.68% 104% 165 26.67% 2.4
Night Owl Capital Management
2744
Night Owl Capital Management
Connecticut
$327M +$47.4M +17% 14.1% 162% 30 3.33% 2.5
Plante Moran Financial Advisors
2745
Plante Moran Financial Advisors
Michigan
$326M +$2.78M +0.9% 5.61% 62.8% 876 20.43% 3.1
Trustees of General Electric Pension Trust
2746
Trustees of General Electric Pension Trust
Connecticut
$325M +$15.8M +5% 5.1% 184% 1 0% 2.5
McCutchen Group
2747
McCutchen Group
Washington
$325M +$24.5M +8% 1.83% 2.54% 28 10.71% 3.9
Morningstar Investment Management
2748
Morningstar Investment Management
Illinois
$324M +$126M +63% 0.24% 48.2% 23 39.13% 0.3
TIAA Kaspick
2749
TIAA Kaspick
Massachusetts
$324M +$18.9M +6% 2.73% 45.9% 16 25% 0.4
RTS
2750
Round Table Services
New Jersey
$324M +$34.4M +12% 2.24% 16.1% 144 12.5% 2