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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)
Livforsakringsbolaget Skandia
1551
Livforsakringsbolaget Skandia
Sweden
$845M +$29.7M +4% 2.13% 181% 658 5.47% 4.4
Stack Financial Management
1552
Stack Financial Management
Montana
$841M -$50.1M -6% 1.9% 58.4% 50 16% 3.4
Windward Capital Management
1553
Windward Capital Management
California
$836M +$34M +4% 3.71% 78.5% 79 0% 4.2
WFM Asia
1554
WFM Asia
British Virgin Islands
$836M -$137M -14% 10.3% 89.9% 12 0% 2.2
QVR
1555
QVR
California
$836M +$52.4M +7% 2.96% – 92 63.04% 0.5
Bernzott Capital Advisors
1556
Bernzott Capital Advisors
California
$835M +$4.53M +0.5% 0.08% 46.6% 44 4.55% 3.9
La Financiere de L'Echiquier
1557
La Financiere de L'Echiquier
France
$834M +$149M +22% 1.51% 28.1% 66 33.33% 1
Community Trust & Investment
1558
Community Trust & Investment
Kentucky
$833M +$21.1M +3% 1.75% 123% 68 17.65% 2.8
TCF National Bank
1559
TCF National Bank
South Dakota
$831M – – 1.21% – 351 – 0
Avity Investment Management
1560
Avity Investment Management
Connecticut
$830M -$10.7M -1% 1.67% 119% 83 10.84% 3.8
First Citizens Bank & Trust
1561
First Citizens Bank & Trust
North Carolina
$830M -$86.8M -9% 1.95% 69% 460 29.78% 2.5
Sargent Bickham Lagudis
1562
Sargent Bickham Lagudis
Colorado
$830M -$11.6M -1% 1.29% 19.1% 834 14.15% 2.6
Atalan Capital Partners
1563
Atalan Capital Partners
New York
$829M +$56.4M +7% 1.26% 319% 16 37.5% 1.4
Alaska Wealth Advisors
1564
Alaska Wealth Advisors
Alaska
$829M -$105M -11% 0.49% 44.3% 66 57.58% 1.2
Alaska Permanent Capital Management
1565
Alaska Permanent Capital Management
Alaska
$829M +$69.3M +9% 0.49% 42.8% 68 57.35% 2.5
Appleton Partners
1566
Appleton Partners
Massachusetts
$828M +$19.2M +2% 2.21% 101% 291 7.22% 3.3
Bank of the West
1567
Bank of the West
California
$828M -$22.8M -3% 0.88% 35.4% 284 9.15% 4.3
Jag Capital Management
1568
Jag Capital Management
Missouri
$828M -$58.1M -7% 2.24% 230% 205 15.12% 1.8
Advisor Partners
1569
Advisor Partners
California
$827M +$7.34M +0.9% 2.26% 63.8% 710 14.65% 2.8
Rehmann Capital Advisory Group
1570
Rehmann Capital Advisory Group
Michigan
$827M +$14.4M +2% 1.71% 64.6% 2,289 36% 1.6
Empirical Wealth Management
1571
Empirical Wealth Management
Washington
$826M +$58.2M +8% 0.73% 78.8% 305 19.02% 2.2
Mangrove Partners
1572
Mangrove Partners
Connecticut
$825M -$59.1M -7% 3.37% 185% 116 38.79% 0.7
Quinn Opportunity Partners
1573
Quinn Opportunity Partners
Virginia
$824M +$20M +2% 0.22% 77.6% 219 28.31% 1.3
Cetera Investment Advisers
1574
Cetera Investment Advisers
Illinois
$823M +$47.3M +6% 1.47% 73.4% 568 14.44% 2
Bragg Financial Advisors
1575
Bragg Financial Advisors
North Carolina
$823M +$11.1M +1% 1.46% 101% 276 6.16% 4.5