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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)
Bridges Investment Counsel
1626
Bridges Investment Counsel
Nebraska
$577M +$152M +36% 7.07% 33.7% 172 33.14% 1.8
First Hawaiian Bank
1627
First Hawaiian Bank
Hawaii
$576M -$51.3M -8% 7.58% 72.7% 100 13% 1.7
First Midwest Bank Trust Division
1628
First Midwest Bank Trust Division
Illinois
$574M -$49.3M -8% 6.37% 107% 438 16.21% 1.6
Investment House LLC
1629
Investment House LLC
California
$574M -$47.4M -8% 5% 137% 174 16.09% 1.8
Reynders McVeigh Capital Management
1630
Reynders McVeigh Capital Management
Massachusetts
$574M -$38.2M -6% 7.92% 108% 214 11.68% 1.7
Quantbot Technologies
1631
Quantbot Technologies
New York
$574M +$15.7M +3% 12% 33.6% 1,663 64.88% 0.3
ZAM
1632
Zenit Asset Management
Sweden
$573M -$74.5M -12% 16.7% – 42 59.52% 0.5
Crestwood Capital Management
1633
Crestwood Capital Management
New York
$573M -$67.2M -11% 8.33% 203% 43 46.51% 0.9
Lowe Brockenbrough & Co
1634
Lowe Brockenbrough & Co
Virginia
$572M -$49.1M -8% 8.04% 78.8% 195 5.64% 2
CDH
1635
Charles D. Hyman
$571M -$51.8M -8% 6.53% 36.8% 156 9.62% 1.9
OCBV
1636
Ownership Capital B.V.
Netherlands
$570M – – 7.31% 62.8% 15 – 0
Viking Fund Management
1637
Viking Fund Management
North Dakota
$570M -$185M -24% 18.4% 105% 57 28.07% 1.6
BOK Financial Private Wealth
1638
BOK Financial Private Wealth
Colorado
$570M -$31.2M -5% 7.79% 61.8% 82 12.2% 1.9
NS Partners
1639
NS Partners
United Kingdom
$570M -$58.3M -9% 6.7% 109% 119 10.92% 0.2
Endurance Wealth Management
1640
Endurance Wealth Management
Rhode Island
$569M -$25.6M -4% 9.69% 59% 569 11.42% 0.7
Aisling Capital
1641
Aisling Capital
New York
$569M -$103M -15% 12.2% 386% 22 13.64% 0.9
Baker Avenue Asset Management
1642
Baker Avenue Asset Management
California
$568M -$184M -24% 6.91% 95.6% 271 40.96% 1
Forvis Mazars Wealth Advisors
1643
Forvis Mazars Wealth Advisors
Missouri
$568M -$99.3M -15% 8.15% 68.2% 204 22.55% 1.5
Beacon Trust
1644
Beacon Trust
New Jersey
$567M -$54.6M -9% 5.92% 33% 208 13.94% 1.8
Balasa Dinverno & Foltz
1645
Balasa Dinverno & Foltz
$566M -$48.5M -8% 7.34% 23.2% 224 24.11% 1.6
Alerus Investment Advisors
1646
Alerus Investment Advisors
Minnesota
$565M -$37.3M -6% 5.13% 32.7% 198 14.65% 1.6
CHA
1647
Cedar Hill Associates
Illinois
$563M -$71.8M -11% 10.9% 21% 82 13.41% 1.9
Berkshire Asset Management
1648
Berkshire Asset Management
Pennsylvania
$561M -$34.7M -6% 5.97% 70.4% 171 18.13% 1.7
Kentucky Retirement Systems Insurance Trust Fund
1649
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$559M -$29.1M -5% 5.62% 115% 477 6.71% 1.8
Harvest Capital Strategies
1650
Harvest Capital Strategies
California
$559M -$217M -28% 11.7% 87.9% 182 44.51% 0.8