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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)
Lavaca Capital
1876
Lavaca Capital
Texas
$1B -$171M -15% 4.88% 46.5% 180 41.11% 1
RWC Asset Advisors
1877
RWC Asset Advisors
Florida
$1B -$194M -16% 8.04% 267% 22 36.36% 1.3
Oakworth Capital
1878
Oakworth Capital
Alabama
$1B +$123M +14% 7.26% 64.3% 623 11.72% 4.7
Krilogy Financial
1879
Krilogy Financial
Missouri
$1B +$55.6M +6% 7.16% 79% 281 9.96% 2.7
Zions Bancorporation
1880
Zions Bancorporation
Utah
$1B +$116M +13% 6.56% 22.9% 1,030 8.64% 2.2
Peconic Partners
1881
Peconic Partners
New York
$999M +$46.1M +5% 5.6% 300% 67 38.81% 1.6
Parcion Private Wealth
1882
Parcion Private Wealth
Washington
$998M +$115M +13% 5.82% 103% 202 8.42% 1.1
Pier Capital
1883
Pier Capital
Connecticut
$997M -$57.5M -5% 8.16% 223% 125 13.6% 1.4
Regal Investment Advisors
1884
Regal Investment Advisors
Michigan
$997M +$898M +910% 6.29% 64.7% 527 94.69% 0.4
Visionary Wealth Advisors
1885
Visionary Wealth Advisors
Illinois
$995M +$44.3M +5% 5.74% 69.4% 360 20.28% 0.9
Avior Wealth Management
1886
Avior Wealth Management
Nebraska
$995M +$59.4M +6% 6.49% 71.4% 1,181 15.5% 2.7
DTL
1887
Dynamic Technology Lab
Singapore
$994M +$109M +12% 3.99% 30.8% 1,748 75.86% 0.2
EnCap Energy Capital Fund X
1888
EnCap Energy Capital Fund X
Texas
$994M +$250M +34% 33.6% – 1 0% 0.3
HighPoint Advisor Group
1889
HighPoint Advisor Group
Illinois
$993M +$129M +15% 8.4% – 594 17.34% 2.2
Formation8
1890
Formation8
California
$993M -$206M -17% 17.2% – 2 0% 0.4
Hemenway Trust Hemenway Trust
1891
Hemenway Trust Hemenway Trust
New Hampshire
$992M +$77.5M +8% 7% 87.2% 143 10.49% 4.5
Alerus Financial
1892
Alerus Financial
North Dakota
$992M +$43.1M +5% 7% 97.1% 203 15.76% 2.4
KG Funds Management
1893
KG Funds Management
New York
$990M +$129M +15% 9.77% 45.8% 12 16.67% 1.7
Mason Investment Advisory Services
1894
Mason Investment Advisory Services
Virginia
$989M +$30.8M +3% 3.66% 76.1% 100 22% 1.4
Growth Interface Management
1895
Growth Interface Management
Florida
$987M +$215M +28% 10.6% 12% 10 0% 1.4
Nachman Norwood & Parrott
1896
Nachman Norwood & Parrott
South Carolina
$984M +$75.9M +8% 5.5% – 295 7.8% 1.9
QVR
1897
QVR
California
$982M -$131M -12% 7.21% – 303 30.03% 0.3
Bank of the West
1898
Bank of the West
California
$982M +$92.8M +10% 8.05% 35.4% 226 7.08% 5.2
Front Barnett Associates
1899
Front Barnett Associates
Illinois
$982M +$82.3M +9% 7.1% 40.5% 120 12.5% 5.8
ARS Investment Partners
1900
ARS Investment Partners
New York
$981M +$120M +14% 11.5% 260% 153 20.26% 1.9