We are live on ! Find out more

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)
Kentucky Retirement Systems Insurance Trust Fund
1601
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$608M +$38.5M +7% 5.31% 115% 472 3.6% 0.7
SouthState Corp
1602
SouthState Corp
Florida
$606M -$14.6M -2% 3.97% 78.9% 281 14.23% 0.8
Winslow Asset Management
1603
Winslow Asset Management
Ohio
$604M +$28.8M +5% 6.49% 89.9% 94 9.57% 0.8
CHFS
1604
Cobble Hill Financial Services
New Jersey
$604M -$2.13M -0.4% 4.29% – 54 5.56% 0.9
Marathon Asset Management (New York)
1605
Marathon Asset Management (New York)
New York
$604M -$673M -53% 1.26% 490% 45 51.11% 0.5
Personal Capital Advisors
1606
Personal Capital Advisors
California
$604M +$159M +36% 3.96% 17.6% 88 2.27% 0.5
Makaira Partners
1607
Makaira Partners
California
$604M +$45.6M +8% 5.55% 22% 10 0% 0.9
WMC
1608
Westwood Management Corporation
Illinois
$603M +$17.1M +3% 4.56% 44.3% 94 14.89% 0.9
Goelzer Investment Management
1609
Goelzer Investment Management
Indiana
$602M +$41.7M +7% 4.81% 97.2% 198 10.61% 0.9
BOK Financial Private Wealth
1610
BOK Financial Private Wealth
Colorado
$601M +$27.8M +5% 4.48% 61.8% 77 6.49% 0.8
Basso Capital Management
1611
Basso Capital Management
Connecticut
$601M +$53.5M +10% 0.34% 85.5% 122 28.69% 0.4
Endurance Wealth Management
1612
Endurance Wealth Management
Rhode Island
$600M +$85.3M +17% 6.34% 59% 189 16.93% 0.8
RGM Capital
1613
RGM Capital
Florida
$600M +$53.4M +10% 2% 48.6% 22 18.18% 0.7
Ledyard National Bank
1614
Ledyard National Bank
$599M +$11.1M +2% 4.69% 69.8% 748 10.29% 0.7
Sterne Agee Group
1615
Sterne Agee Group
Alabama
$598M +$89.8M +18% 5.32% – 303 25.41% 0.6
First Hawaiian Bank
1616
First Hawaiian Bank
Hawaii
$598M +$27.2M +5% 3.17% 72.7% 134 10.45% 0.9
JCIC Asset Management
1617
JCIC Asset Management
Ontario, Canada
$598M +$50.4M +9% 6.4% – 86 31.4% 0.6
Summit Creek Advisors
1618
Summit Creek Advisors
Minnesota
$598M +$35.6M +6% 1.89% 68.8% 52 9.62% 0.9
Howard Hughes Medical Institute
1619
Howard Hughes Medical Institute
Maryland
$595M -$109M -15% 4.52% 70.9% 266 59.4% 0.5
Freedom Investment Management
1620
Freedom Investment Management
Connecticut
$595M +$127M +27% 3.46% 68.5% 544 27.94% 0.6
MHP
1621
Manatuck Hill Partners
Connecticut
$594M -$35M -6% 7.12% 556% 136 57.35% 0.5
CDH
1622
Charles D. Hyman
$594M +$40.1M +7% 4.37% 36.8% 153 5.23% 0.9
FineMark National Bank & Trust
1623
FineMark National Bank & Trust
Florida
$593M +$58.9M +11% 4.71% 69.8% 1,500 11.6% 0.8
Moors & Cabot
1624
Moors & Cabot
Massachusetts
$593M +$198M +50% 6.41% 124% 561 36.36% 0.2
PCM
1625
Perritt Capital Management
Illinois
$592M -$32.5M -5% 2.06% 80.9% 289 11.42% 0.8