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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)
AAA
1626
Adams Asset Advisors
Texas
$594M +$22.2M +4% 5.57% 66.8% 87 31.03% 0.8
TCV Trust & Wealth Management
1627
TCV Trust & Wealth Management
Virginia
$592M -$19.4M -3% 1.47% 75.3% 176 6.25% 1.1
Truepoint Inc
1628
Truepoint Inc
Ohio
$591M +$22.6M +4% 1.44% 43.4% 32 50% 0.6
JC
1629
Joho Capital
New York
$590M -$64.9M -10% 5.88% 80.2% 12 8.33% 1
Tiptree Advisors
1630
Tiptree Advisors
New York
$590M +$114M +24% 1.61% – 34 23.53% 0.7
Majedie Asset Management
1631
Majedie Asset Management
United Kingdom
$589M +$155M +36% 5.33% 126% 70 34.29% 0.2
ZAM
1632
Zenit Asset Management
Sweden
$589M -$287M -33% 0.96% – 52 55.77% 0.4
Pekin Hardy Strauss
1633
Pekin Hardy Strauss
Illinois
$589M -$47.6M -7% 4.08% 102% 147 8.16% 1
Bank of the West
1634
Bank of the West
California
$589M -$52.8M -8% 0.06% 35.4% 271 14.02% 1
Moors & Cabot
1635
Moors & Cabot
Massachusetts
$588M -$5.26M -0.9% 0.47% 124% 582 15.46% 0.4
Avity Investment Management
1636
Avity Investment Management
Connecticut
$588M +$3.84M +0.7% 0.53% 119% 66 4.55% 1
George Kaiser Family Foundation
1637
George Kaiser Family Foundation
Oklahoma
$586M -$30.6M -5% 3.61% 106% 19 0% 0.6
Summit Creek Advisors
1638
Summit Creek Advisors
Minnesota
$584M -$14.3M -2% 2.66% 68.8% 55 16.36% 1
Clarkston Capital Partners
1639
Clarkston Capital Partners
Michigan
$582M +$38.6M +7% 0.24% 8.43% 139 10.79% 0.9
W.R. Berkley Corp
1640
W.R. Berkley Corp
Connecticut
$581M – – 3.97% 38.7% 89 – 0
Kentucky Retirement Systems Insurance Trust Fund
1641
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$580M -$28.2M -5% 0.76% 115% 475 4.63% 1
Forvis Mazars Wealth Advisors
1642
Forvis Mazars Wealth Advisors
Missouri
$579M -$7.48M -1% 3.54% 68.2% 145 5.52% 1.1
Maryland Capital Management
1643
Maryland Capital Management
Maryland
$579M +$8.25M +1% 2.04% 44.5% 195 9.23% 1.1
Freestone Capital Holdings
1644
Freestone Capital Holdings
Washington
$578M -$61.6M -10% 1.22% 86.9% 223 45.29% 0.9
Mount Lucas Management
1645
Mount Lucas Management
Pennsylvania
$578M -$184M -24% 0.82% 109% 123 35.77% 0.6
Alerus Investment Advisors
1646
Alerus Investment Advisors
Minnesota
$578M -$2.06M -0.4% 0% 32.7% 162 8.02% 1.2
Buckhead Capital Management
1647
Buckhead Capital Management
Georgia
$577M -$130M -18% 1.22% 67.6% 215 16.74% 1
Chemical Bank
1648
Chemical Bank
Michigan
$576M -$12.5M -2% 0.11% 36.5% 306 8.5% 1.1
RGM Capital
1649
RGM Capital
Florida
$574M -$26.1M -4% 5.91% 48.6% 22 18.18% 0.9
Makaira Partners
1650
Makaira Partners
California
$573M -$30.5M -5% 0.22% 22% 10 0% 1.1