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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)
Alaska Permanent Capital Management
1701
Alaska Permanent Capital Management
Alaska
$994M -$153M -13% 12.1% 42.8% 46 32.61% 3.2
Oakworth Capital
1702
Oakworth Capital
Alabama
$994M -$167M -14% 14.9% 64.3% 588 11.05% 5.2
Sarissa Capital Management
1703
Sarissa Capital Management
Connecticut
$993M -$64.5M -6% 0.73% 80% 11 0% 2.8
Portolan Capital Management
1704
Portolan Capital Management
Massachusetts
$993M -$261M -21% 14.2% 738% 176 52.84% 1.1
Hodges Capital Management
1705
Hodges Capital Management
Texas
$991M -$268M -21% 16.8% 200% 247 19.03% 3.2
Avior Wealth Management
1706
Avior Wealth Management
Nebraska
$990M -$170M -15% 14.5% 71.4% 1,282 11.7% 3.1
Lee, Danner & Bass
1707
Lee, Danner & Bass
Tennessee
$990M -$184M -16% 14.7% – 214 10.28% 6
Arete Wealth Advisors
1708
Arete Wealth Advisors
Illinois
$989M -$205M -17% 13% 85.3% 587 36.8% 2.3
M Holdings Securities
1709
M Holdings Securities
Oregon
$988M -$333M -25% 13.9% 83.9% 521 19.58% 1.7
Kanawha Capital Management
1710
Kanawha Capital Management
Virginia
$987M -$152M -13% 11.6% 74.5% 202 4.46% 6.3
Galvin Gaustad & Stein
1711
Galvin Gaustad & Stein
Arizona
$986M -$123M -11% 10.6% 60.7% 182 17.58% 1.3
Dorsey & Whitney Trust
1712
Dorsey & Whitney Trust
South Dakota
$985M -$158M -14% 13.7% 86% 596 15.27% 3.8
Islet Management
1713
Islet Management
New York
$984M -$1.44B -59% 15.6% 75.3% 187 73.8% 0.3
Pacific Heights Asset Management
1714
Pacific Heights Asset Management
California
$983M -$188M -16% 16.5% 181% 83 1.2% 6.7
First American Bank
1715
First American Bank
Illinois
$982M -$199M -17% 12.9% 99.7% 169 8.88% 4.9
Trek Financial
1716
Trek Financial
Arizona
$980M -$170M -15% 7.73% 144% 276 37.68% 1.3
Laurel Wealth Advisors (California)
1717
Laurel Wealth Advisors (California)
California
$980M -$230M -19% 13.6% 33% 776 22.29% 2.3
SBCM
1718
Schwerin Boyle Capital Management
Massachusetts
$980M -$220M -18% 16.6% 72.3% 48 0% 5.6
Atlantic Union Bankshares
1719
Atlantic Union Bankshares
Virginia
$978M -$164M -14% 12.1% 78.9% 265 6.79% 3.8
Bank of Nova Scotia Trust
1720
Bank of Nova Scotia Trust
Ontario, Canada
$977M -$171M -15% 13.6% 61.4% 146 12.33% 4.6
NXG Investment Management
1721
NXG Investment Management
Texas
$976M -$140M -13% 10.4% 136% 103 20.39% 2.6
Avity Investment Management
1722
Avity Investment Management
Connecticut
$974M -$167M -15% 12.2% 119% 94 12.77% 5.3
Philadelphia Trust Company
1723
Philadelphia Trust Company
Pennsylvania
$974M -$293M -23% 13.2% 162% 254 20.08% 3.9
Alpha Wave Global
1724
Alpha Wave Global
New York
$973M -$137M -12% 4.17% 226% 143 23.78% 0.7
Schaper Benz & Wise Investment Counsel
1725
Schaper Benz & Wise Investment Counsel
Wisconsin
$972M -$188M -16% 14.6% 94.2% 153 7.84% 5.3