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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)
Rice Hall James & Associates
1601
Rice Hall James & Associates
California
$2.05B +$259M +14% 19.4% 140% 255 10.59% 5.3
Arvest Bank Trust Division
1602
Arvest Bank Trust Division
Oklahoma
$2.05B +$213M +12% 17.5% – 251 16.33% 4
Capstone Financial Advisors
1603
Capstone Financial Advisors
Illinois
$2.05B +$195M +11% 11.5% 54.5% 209 18.18% 4.4
Dorsey & Whitney Trust
1604
Dorsey & Whitney Trust
South Dakota
$2.05B +$234M +13% 19.9% 86% 770 12.99% 5
Ribbit Management Company
1605
Ribbit Management Company
California
$2.05B +$371M +22% 8.09% – 16 18.75% 1.5
Sigma Investment Counselors
1606
Sigma Investment Counselors
Michigan
$2.05B +$159M +8% 11.4% 59.4% 224 16.07% 6
First Western Trust Bank
1607
First Western Trust Bank
Colorado
$2.05B +$70.9M +4% 5.61% 32% 224 12.5% 3
Rock Springs Capital Management
1608
Rock Springs Capital Management
Maryland
$2.05B +$352M +21% 46.7% 342% 116 24.14% 2.7
Abrams Bison Investments
1609
Abrams Bison Investments
Maryland
$2.05B -$262M -11% 44.4% 170% 11 0% 2.4
Jacobi Capital Management
1610
Jacobi Capital Management
Pennsylvania
$2.04B +$254M +14% 15.2% 76.6% 680 12.35% 5
Evanson Financial
1611
Evanson Financial
Virginia
$2.04B – – 10.5% – 325 – 0
Westchester Capital Management (New York)
1612
Westchester Capital Management (New York)
New York
$2.04B -$164M -7% 5.13% 100% 386 40.16% 0.5
Univest Financial
1613
Univest Financial
Pennsylvania
$2.04B +$256M +14% 20.5% 82.6% 280 11.07% 3.3
6CM
1614
683 Capital Management
New York
$2.04B +$120M +6% 21.3% 311% 257 48.64% 1.4
Siemens Fonds Invest
1615
Siemens Fonds Invest
Germany
$2.04B +$291M +17% 27.4% 126% 556 4.68% 3.5
CenterBook Partners
1616
CenterBook Partners
Connecticut
$2.04B +$174M +9% 22.1% 62.4% 906 54.19% 0.6
Certuity
1617
Certuity
Florida
$2.03B +$505M +33% 56.8% 190% 731 17.65% 2
Waters Parkerson & Co
1618
Waters Parkerson & Co
Louisiana
$2.03B +$82.4M +4% 9.89% 54.3% 202 7.92% 7.7
Bank of Hawaii
1619
Bank of Hawaii
Hawaii
$2.03B +$118M +6% 14.8% 73.5% 245 13.47% 6.4
Principle Wealth Partners
1620
Principle Wealth Partners
Connecticut
$2.03B +$276M +16% 15.6% 79.9% 407 8.85% 4.2
Prosperity Capital Advisors
1621
Prosperity Capital Advisors
Ohio
$2.03B +$269M +15% 14% 72.2% 458 19.43% 1.8
Aprio Wealth Management
1622
Aprio Wealth Management
Georgia
$2.02B +$193M +11% 13.9% 66.1% 669 13.3% 1.6
Cambria Investment Management
1623
Cambria Investment Management
California
$2.02B +$231M +13% 11.7% 72% 792 26.52% 1.2
Waddell & Associates
1624
Waddell & Associates
Tennessee
$2.02B +$249M +14% 9.75% 194% 588 30.61% 1.3
Punch & Associates Investment Management
1625
Punch & Associates Investment Management
Minnesota
$2.02B +$288M +17% 20.7% 97.5% 175 13.14% 3.9