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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)
Community Trust & Investment
1576
Community Trust & Investment
Kentucky
$1.84B -$50.1M -3% 1.49% 123% 151 13.91% 4.3
Arvest Bank Trust Division
1577
Arvest Bank Trust Division
Oklahoma
$1.84B -$6.74M -0.4% 0.33% – 233 15.88% 4.2
Regal Partners
1578
Regal Partners
Australia
$1.84B +$105M +6% 2.37% 146% 140 55% 0.8
Occudo Quantitative Strategies
1579
Occudo Quantitative Strategies
Florida
$1.84B +$346M +23% 1.98% 94.6% 974 56.57% 0.3
Angeles Wealth Management
1580
Angeles Wealth Management
California
$1.84B +$24.5M +1% 2.88% 80.6% 559 23.08% 1.7
Kensington Asset Management
1581
Kensington Asset Management
Texas
$1.84B -$98.4M -5% 2.11% 38.1% 48 27.08% 0.8
Cidel Asset Management
1582
Cidel Asset Management
Ontario, Canada
$1.83B +$419M +30% 0.25% 83.9% 441 18.37% 2.6
Willis Investment Counsel
1583
Willis Investment Counsel
Georgia
$1.83B -$104M -5% 6.22% 65.3% 135 12.59% 5.3
Aprio Wealth Management
1584
Aprio Wealth Management
Georgia
$1.83B +$88.5M +5% 0.37% 66.1% 640 19.69% 1.5
Standard Investments
1585
Standard Investments
New York
$1.83B -$174M -9% 9.13% 29.6% 14 21.43% 2.9
Diversified Enterprises
1586
Diversified Enterprises
Delaware
$1.83B +$145M +9% 1.63% – 430 12.33% 1
Dorsey & Whitney Trust
1587
Dorsey & Whitney Trust
South Dakota
$1.82B -$72.7M -4% 1.74% 86% 750 11.73% 5
Harvard Management Company
1588
Harvard Management Company
Massachusetts
$1.82B -$264M -13% 7.53% 123% 20 20% 1.8
Money Concepts Capital
1589
Money Concepts Capital
Florida
$1.81B +$24.9M +1% 0.36% 74.5% 608 21.55% 2.5
Spinnaker Trust
1590
Spinnaker Trust
Maine
$1.81B -$61.1M -3% 2.36% 68.2% 300 6% 6.7
GC
1591
Gobi Capital
California
$1.8B -$264M -13% 7.71% 93.7% 14 28.57% 4.2
Rice Hall James & Associates
1592
Rice Hall James & Associates
California
$1.8B -$20.8M -1% 0.37% 140% 255 9.41% 5.2
WealthPlan Investment Management
1593
WealthPlan Investment Management
Nebraska
$1.79B +$226M +14% 0.71% 74.2% 478 25.52% 1.5
BBR Partners
1594
BBR Partners
New York
$1.79B -$71.8M -4% 3.23% 63.4% 303 28.38% 3.1
Cambria Investment Management
1595
Cambria Investment Management
California
$1.79B +$77.1M +4% 7.76% 72% 748 33.16% 1.3
Jacobi Capital Management
1596
Jacobi Capital Management
Pennsylvania
$1.79B +$64.8M +4% 0.26% 76.6% 646 7.74% 5
Courier Capital
1597
Courier Capital
New York
$1.79B +$8.19M +0.5% 0.04% 70.8% 405 10.12% 6.2
JFS Wealth Advisors
1598
JFS Wealth Advisors
Pennsylvania
$1.79B +$12.3M +0.7% 0.32% 54.8% 1,963 6.21% 4.6
Kinetic Partners Management
1599
Kinetic Partners Management
Florida
$1.79B -$274M -13% 0.67% 263% 56 33.93% 0.9
Berger Financial Group
1600
Berger Financial Group
Minnesota
$1.79B +$58.5M +3% 1.69% 59.9% 506 9.09% 2.5