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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)
First Hawaiian Bank
1001
First Hawaiian Bank
Hawaii
$3.13B +$156M +5% 6.64% 72.7% 915 13.66% 3.5
OCBV
1002
Ownership Capital B.V.
Netherlands
$3.13B -$570M -15% 6% 62.8% 23 4.35% 4.2
Annex Advisory Services
1003
Annex Advisory Services
Wisconsin
$3.13B +$286M +10% 6.48% 85.8% 308 15.26% 3.4
Suvretta Capital Management
1004
Suvretta Capital Management
New York
$3.13B +$403M +15% 13.4% 364% 113 26.55% 1.5
Sanibel Captiva Trust Company
1005
Sanibel Captiva Trust Company
Florida
$3.12B +$201M +7% 8.09% – 390 8.72% 0.7
Hennessy Advisors Inc
1006
Hennessy Advisors Inc
California
$3.12B +$481M +18% 11.6% 206% 305 3.28% 3.6
Lincoln National Corp
1007
Lincoln National Corp
Pennsylvania
$3.12B +$163M +6% 5.71% 42.9% 23 0% 10.1
Stock Yards Bank & Trust
1008
Stock Yards Bank & Trust
Kentucky
$3.11B +$84.7M +3% 6.98% 82.8% 385 5.45% 5.6
Hancock Whitney
1009
Hancock Whitney
Mississippi
$3.1B +$158M +5% 7.13% 100% 640 9.22% 4.3
Highbridge Capital Management
1010
Highbridge Capital Management
New York
$3.1B -$33.7M -1% 4.72% 55.8% 373 20.11% 1.1
Members Trust
1011
Members Trust
Florida
$3.08B -$213M -6% 5.9% 31.5% 125 8.8% 2.5
Becker Capital Management
1012
Becker Capital Management
Oregon
$3.08B +$162M +6% 8.02% 89.2% 283 8.83% 4.5
Sound Shore Management
1013
Sound Shore Management
Connecticut
$3.07B +$75.1M +3% 8.24% 91.4% 42 11.9% 2.4
Rock Springs Capital Management
1014
Rock Springs Capital Management
Maryland
$3.07B -$249M -7% 12.1% 342% 117 11.97% 3.9
Ameritas Investment Partners
1015
Ameritas Investment Partners
Nebraska
$3.07B +$158M +5% 7.32% 120% 3,171 2.9% 5.8
Busey Bank
1016
Busey Bank
Illinois
$3.06B +$142M +5% 5.93% 94.2% 353 5.95% 5.9
American Capital Management
1017
American Capital Management
New York
$3.06B +$70.8M +2% 8.73% 96.7% 63 4.76% 6.5
Picton Mahoney Asset Management
1018
Picton Mahoney Asset Management
Ontario, Canada
$3.06B +$479M +19% 8.99% 210% 1,020 59.22% 0.7
Quotient Wealth Partners
1019
Quotient Wealth Partners
Texas
$3.04B +$186M +7% 4.85% – 327 11.31% 0.6
NorthRock Partners
1020
NorthRock Partners
Minnesota
$3.04B +$382M +14% 6.37% 62.8% 882 13.72% 1.8
Itau Unibanco Holding S.A.
1021
Itau Unibanco Holding S.A.
Brazil
$3.04B +$589M +24% 6.11% 105% 458 54.15% 0.8
Hartford Investment Management Co (HIMCO)
1022
Hartford Investment Management Co (HIMCO)
Connecticut
$3.04B +$121M +4% 6.84% 132% 501 2% 9.2
PCM
1023
Palestra Capital Management
New York
$3.03B +$498M +20% 27% 236% 44 43.18% 1.1
CAM
1024
Contour Asset Management
New York
$3.03B +$67.9M +2% 9.17% 118% 36 41.67% 1.3
Conning Inc
1025
Conning Inc
Connecticut
$3.03B +$250M +9% 9.06% 57.5% 364 5.22% 7.9