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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)
First Nebraska Trust
2026
First Nebraska Trust
Nebraska
$572M +$17.1M +3% 4.54% 67.9% 148 4.05% 3.8
SCM
2027
SIR Capital Management
New York
$572M +$27.5M +5% 6.34% 71.1% 73 64.38% 0.3
GFWEX
2028
G.F.W. Energy XI
Texas
$572M -$269M -32% 30.9% – 2 0% 0.8
Charles-Lim Capital
2029
Charles-Lim Capital
Hong Kong
$571M +$85.4M +18% 33.3% 4.44% 4 25% 2.2
Exane Derivatives
2030
Exane Derivatives
France
$571M +$64.7M +13% 1.34% 42.7% 757 27.61% 1.7
AL
2031
Arnhold LLC
New York
$570M +$14.3M +3% 3.53% 156% 139 12.23% 1.1
PFMOSF
2032
Philadelphia Financial Management of San Francisco
California
$569M -$24.6M -4% 5.73% 209% 62 62.9% 0.5
FBP
2033
Flippin Bruce & Porter
Virginia
$569M +$10.4M +2% 1.57% 44.4% 80 5% 4.4
DA
2034
DSC Advisors
Illinois
$569M +$24.9M +5% 2.51% 3.18% 95 34.74% 1.5
John G. Ullman & Associates
2035
John G. Ullman & Associates
New York
$569M +$16.2M +3% 1.93% 156% 152 18.42% 3
Thomas White International
2036
Thomas White International
Illinois
$568M +$13.9M +3% 0.19% 34.9% 257 9.34% 2.4
Radcliffe Capital Management
2037
Radcliffe Capital Management
Pennsylvania
$568M -$44.2M -7% 0% 4.8% 40 32.5% 0.8
Girard Partners
2038
Girard Partners
Pennsylvania
$567M +$30.5M +6% 4.5% 25.7% 242 7.02% 3.1
Bangor Savings Bank
2039
Bangor Savings Bank
Maine
$567M +$34.5M +6% 2.42% 54.6% 172 8.72% 3.7
Vestor Capital
2040
Vestor Capital
Illinois
$567M +$20.4M +4% 4.22% 188% 156 25% 2.6
INCA Investments
2041
INCA Investments
Florida
$566M -$17M -3% 12.6% 128% 13 7.69% 2.8
J.V. Bruni & Co
2042
J.V. Bruni & Co
Colorado
$566M +$15.1M +3% 3.27% 97.9% 29 10.34% 3.6
Forward Management
2043
Forward Management
California
$566M -$106M -16% 1.01% 36.9% 50 12% 2.6
Petrus Trust Company
2044
Petrus Trust Company
Texas
$564M +$48.1M +9% 3.69% 36.9% 383 60.84% 0.8
Matrix Asset Advisors
2045
Matrix Asset Advisors
New York
$564M -$21.2M -4% 3.97% 84.9% 71 8.45% 4.3
IFG Advisory
2046
IFG Advisory
Georgia
$564M +$41.1M +8% 4.07% 70.1% 375 19.2% 1.1
3C
2047
361 Capital
Colorado
$563M -$12.6M -2% 8.17% 118% 427 54.8% 0.5
Stonebridge Capital Advisors
2048
Stonebridge Capital Advisors
Minnesota
$563M +$24.6M +5% 4.01% 80.1% 949 80.61% 0.7
Cat Rock Capital Management
2049
Cat Rock Capital Management
Connecticut
$563M +$194M +52% 1.68% 66.7% 11 45.45% 0.8
FCP
2050
Fine Capital Partners
New York
$562M -$131M -19% 8.35% 95.5% 13 15.38% 3.6