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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)
BOK Financial Private Wealth
1601
BOK Financial Private Wealth
Colorado
$573M +$18.6M +3% 1.99% 61.8% 74 12.16% 0.6
Legacy Private Trust
1602
Legacy Private Trust
Wisconsin
$573M +$26.1M +5% 2.92% 71.1% 223 17.94% 0.6
Stanley-Laman Group
1603
Stanley-Laman Group
Pennsylvania
$572M +$115M +25% 0.49% 114% 375 60% 0.1
First Hawaiian Bank
1604
First Hawaiian Bank
Hawaii
$571M +$10.3M +2% 1.2% 72.7% 148 18.24% 0.7
First Reserve GP XII
1605
First Reserve GP XII
Connecticut
$571M +$391M +218% 22.2% – 3 66.67% 0.1
Wedbush Securities
1606
Wedbush Securities
California
$571M +$147M +35% 2.44% 114% 674 19.73% 0.6
AL
1607
Airain Ltd
Guernsey
$570M -$201M -26% 0.33% 0.81% 997 75.43% 0.1
Kentucky Retirement Systems Insurance Trust Fund
1608
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$569M -$10.2M -2% 1.94% 115% 465 2.8% 0.5
Muhlenkamp & Co
1609
Muhlenkamp & Co
Pennsylvania
$569M -$5.53M -1% 1.89% 107% 77 22.08% 0.6
Kirr Marbach & Co
1610
Kirr Marbach & Co
Indiana
$568M +$17.7M +3% 4.58% 121% 70 22.86% 0.6
ARS Investment Partners
1611
ARS Investment Partners
New York
$567M -$28.4M -5% 0.96% 260% 84 14.29% 0.6
Raging Capital Management
1612
Raging Capital Management
New Jersey
$567M +$22.3M +4% 5.29% 6.41% 60 65% 0.3
Frontier Investment Management
1613
Frontier Investment Management
Texas
$566M +$31.7M +6% 1.53% 16.4% 162 19.14% 0.6
Forvis Mazars Wealth Advisors
1614
Forvis Mazars Wealth Advisors
Missouri
$566M +$25.7M +5% 0.9% 68.2% 160 6.88% 0.6
OH
1615
Overlook Holdings
British Virgin Islands
$566M -$34.9M -6% 5.53% – 3 0% 0.8
Freestone Capital Holdings
1616
Freestone Capital Holdings
Washington
$564M +$216K +0% 3.51% 86.9% 347 48.99% 0.5
Third Rock Ventures
1617
Third Rock Ventures
Massachusetts
$564M +$211M +60% 45.8% – 4 25% 0.2
Investment House LLC
1618
Investment House LLC
California
$563M +$8.47M +2% 1.09% 137% 152 8.55% 0.7
Summit Creek Advisors
1619
Summit Creek Advisors
Minnesota
$562M +$12.6M +2% 0.84% 68.8% 51 9.8% 0.7
Goelzer Investment Management
1620
Goelzer Investment Management
Indiana
$561M +$8.66M +2% 2.01% 97.2% 199 10.05% 0.7
First National Trust
1621
First National Trust
Pennsylvania
$559M +$10M +2% 1.78% 82.9% 257 10.51% 0.7
Dubuque Bank & Trust
1622
Dubuque Bank & Trust
Iowa
$559M -$10.1M -2% 0.01% 24% 499 26.85% 0.6
Dorsal Capital Management
1623
Dorsal Capital Management
California
$558M -$20.6M -4% 2.7% 99.6% 33 30.3% 0.5
Makaira Partners
1624
Makaira Partners
California
$558M +$18.4M +3% 0.5% 22% 10 10% 0.6
Chemical Bank
1625
Chemical Bank
Michigan
$556M -$6.02M -1% 3.19% 36.5% 297 7.41% 0.7