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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
NB
1926
NBT Bank
New York
$635M +$64.2M +11% 8.28% 56.7% 224 16.52%
MSR
1927
Main Street Research
Connecticut
$634M +$101M +19% 9.7% 159% 110 18.18%
MHIC
1928
Marble Harbor Investment Counsel
Massachusetts
$633M +$70.1M +12% 7.14% 55.1% 163 12.27%
AL
1929
Arnhold LLC
New York
$633M +$44.4M +8% 7.84% 156% 136 13.24%
PBCM
1930
Point Break Capital Management
Florida
$633M +$365M +136% 38% 21 57.14%
SCM
1931
SKBA Capital Management
California
$633M +$3.83M +0.6% 7.64% 52.3% 75 9.33%
BCM
1932
Barometer Capital Management
Ontario, Canada
$633M -$296M -32% 13.1% 311% 193 64.77%
FBFS
1933
First Business Financial Services
Wisconsin
$632M +$46.9M +8% 6.81% 74% 141 28.37%
BL
1934
Bleichroeder LP
New York
$632M 44% 197% 44
CGL
1935
Clarius Group LLC
Washington
$631M +$86.3M +16% 10% 92.1% 309 14.24%
HCM
1936
Highline Capital Management
New York
$631M -$54M -8% 18.7% 198% 31 48.39%
TW
1937
Transform Wealth
Colorado
$631M +$67.2M +12% 9.95% 48.4% 235 14.04%
H
1938
HoyleCohen
California
$629M +$43M +7% 10.3% 46.1% 200 7.5%
PTC
1939
Petrus Trust Company
Texas
$628M +$62.8M +11% 9.79% 25.1% 386 57.51%
FG
1940
Fiduciary Group
Georgia
$627M +$55.4M +10% 7% 57.4% 202 7.92%
AAP
1941
Ardsley Advisory Partners
Connecticut
$627M +$181M +41% 15% 555% 210 64.76%
AWA
1942
Alaska Wealth Advisors
Alaska
$626M -$203M -24% 4.78% 30.7% 75 68%
NC
1943
Northcape Capital
Australia
$625M +$57.8M +10% 13.3% 18 11.11%
KRSITF
1944
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$625M +$53.7M +9% 9.62% 89.2% 456 5.04%
SGA
1945
Sector Gamma AS
Norway
$624M +$32.5M +5% 15.8% 28.7% 39 17.95%
DTL
1946
Dynamic Technology Lab
Singapore
$624M +$54.5M +10% 7.24% 21.7% 1,469 75.02%
DWM
1947
Dakota Wealth Management
Florida
$624M +$42.8M +7% 5.42% 93% 324 11.11%
CA
1948
Callahan Advisors
Texas
$624M +$51.2M +9% 9.27% 75.6% 142 9.86%
AWM
1949
Avior Wealth Management
Nebraska
$624M +$53M +9% 7.37% 66% 919 15.23%
FWM
1950
Frontier Wealth Management
Missouri
$624M -$53.3M -8% 11.3% 42.8% 332 15.66%