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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)
SB Management
1901
SB Management
United Arab Emirates
$976M -$7.53B -89% 10.7% – 44 56.82% 0.2
First Interstate Bank
1902
First Interstate Bank
Montana
$975M +$24.8M +3% 1.93% 49.7% 112 3.57% 4.8
Front Barnett Associates
1903
Front Barnett Associates
Illinois
$975M -$7.01M -0.7% 0.97% 40.5% 118 1.69% 5.9
JFS Wealth Advisors
1904
JFS Wealth Advisors
Pennsylvania
$974M +$305M +45% 1.3% 54.8% 856 31.19% 2.8
Poplar Forest Capital
1905
Poplar Forest Capital
California
$974M -$44M -4% 0.99% 30% 91 10.99% 2.7
Evanson Asset Management
1906
Evanson Asset Management
California
$974M +$12.5M +1% 0.57% 66.6% 291 9.62% 4.2
Cape Cod Five Cents Savings Bank
1907
Cape Cod Five Cents Savings Bank
Massachusetts
$974M +$5.12M +0.5% 0.97% – 182 3.3% 5.6
Nicola Wealth Management
1908
Nicola Wealth Management
British Columbia, Canada
$972M -$3.43M -0.4% 1.44% 56.1% 121 9.92% 1.8
Myriad Asset Management
1909
Myriad Asset Management
Hong Kong
$972M -$370M -28% 1.29% 149% 204 55.88% 0.2
Visionary Wealth Advisors
1910
Visionary Wealth Advisors
Illinois
$971M -$23.6M -2% 0.68% 69.4% 358 20.39% 1.1
Deer IX & Co
1911
Deer IX & Co
New York
$971M -$134M -12% 31.9% – 7 71.43% 0.2
BSN Capital Partners
1912
BSN Capital Partners
United Kingdom
$971M +$473M +95% 2.73% 183% 5 80% 0.6
Mason Investment Advisory Services
1913
Mason Investment Advisory Services
Virginia
$969M -$20.2M -2% 2.86% 76.1% 99 10.1% 1.6
Koch Industries
1914
Koch Industries
Kansas
$968M +$719M +289% 4.21% 56.9% 10 40% 0.7
ECG
1915
EPIQ Capital Group
California
$968M +$10.4M +1% 17.6% 6.25% 66 21.21% 1.1
Ledyard National Bank
1916
Ledyard National Bank
$967M -$9.6M -1% 0.31% 80.7% 244 5.33% 5.6
Garde Capital
1917
Garde Capital
Washington
$967M -$200K -0% 1.22% 57.6% 287 8.01% 2.3
Stephens Group Asset Management
1918
Stephens Group Asset Management
Arkansas
$967M -$428K -0% 0.79% 51.4% 24 4.17% 2.5
Phillips Financial Management
1919
Phillips Financial Management
Indiana
$966M -$4.31M -0.4% 1.3% 45.6% 91 3.3% 5.1
Pier Capital
1920
Pier Capital
Connecticut
$965M -$32.4M -3% 0.46% 223% 124 10.48% 1.5
Thomasville National Bank
1921
Thomasville National Bank
Georgia
$965M +$21M +2% 1.19% – 224 6.7% 4
Shanda Asset Management Holdings
1922
Shanda Asset Management Holdings
British Virgin Islands
$964M -$263M -21% 4.08% 125% 75 28% 0.8
Guardian Capital Advisors (Canada)
1923
Guardian Capital Advisors (Canada)
Ontario, Canada
$963M -$12.7M -1% 1.7% 26.1% 178 6.74% 4.9
Trek Financial
1924
Trek Financial
Arizona
$963M +$32.8M +4% 0.09% 144% 264 35.61% 1
Bangor Savings Bank
1925
Bangor Savings Bank
Maine
$963M +$71.8M +8% 0.99% 54.6% 199 4.02% 4.6