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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)
Jabre Capital Partners
2151
Jabre Capital Partners
Switzerland
$483M -$31.3M -6% 7.46% 62.9% 136 54.41% 0.5
PGCM
2152
Prescott Group Capital Management
Oklahoma
$483M -$7.79M -2% 4.25% 148% 195 27.69% 1.8
University of Notre Dame du Lac
2153
University of Notre Dame du Lac
Indiana
$482M +$123M +34% 4.26% – 86 36.05% 0.7
Sentinel Trust
2154
Sentinel Trust
Texas
$481M -$114M -19% 5.27% 79.2% 124 14.52% 2.6
Cypress Capital Group
2155
Cypress Capital Group
Florida
$481M +$11.3M +2% 6.33% 97.8% 213 10.33% 3
Buckingham Strategic Wealth
2156
Buckingham Strategic Wealth
Missouri
$480M +$59.1M +14% 5.32% 16.3% 331 16.31% 2.1
Whitegate Investment Counselors
2157
Whitegate Investment Counselors
New Hampshire
$479M +$25.8M +6% 5.19% 48% 184 5.43% 2.8
Cobiz Wealth
2158
Cobiz Wealth
Colorado
$479M +$22.3M +5% 6.87% 54% 138 13.04% 3.2
Buckingham Capital Management (Ohio)
2159
Buckingham Capital Management (Ohio)
Ohio
$476M +$24.9M +6% 4.55% 26.3% 144 5.56% 3.4
Guinness Asset Management
2160
Guinness Asset Management
United Kingdom
$476M -$1.28M -0.3% 7.03% 73.9% 101 1.98% 2.7
Kings Point Capital Management
2161
Kings Point Capital Management
New York
$476M +$27.7M +6% 6.21% 80.1% 407 21.13% 2.6
Baltimore-Washington Financial Advisors
2162
Baltimore-Washington Financial Advisors
Maryland
$476M +$35.6M +8% 5.3% 80.6% 83 13.25% 2.5
Savant Capital
2163
Savant Capital
Illinois
$475M +$29.6M +7% 7.39% 61.2% 292 9.59% 2.9
JNBA Financial Advisors
2164
JNBA Financial Advisors
Minnesota
$475M +$27.4M +6% 5.84% 61.8% 503 5.96% 2.7
RK Capital Management (Colorado)
2165
RK Capital Management (Colorado)
Colorado
$475M +$46M +11% 9.15% 89% 58 27.59% 1.8
RCIM
2166
Russell Clark Investment Management
United Kingdom
$475M +$24.4M +5% 11.2% 174% 68 13.24% 0.6
Phillips Financial Management
2167
Phillips Financial Management
Indiana
$474M +$17.7M +4% 3.08% 45.6% 73 10.96% 3.5
Sunriver Management
2168
Sunriver Management
Connecticut
$474M +$95.8M +25% 2.31% 9.27% 24 50% 0.6
Professional Advisory Services
2169
Professional Advisory Services
Florida
$474M +$4.78M +1% 6.41% 69.3% 64 6.25% 3
WEC
2170
White Elm Capital
Connecticut
$474M -$31.7M -6% 7.78% 103% 30 10% 2.2
Private Trust Company
2171
Private Trust Company
Ohio
$473M +$13.1M +3% 6.37% 87.7% 390 12.56% 2.7
Adell Harriman & Carpenter
2172
Adell Harriman & Carpenter
Texas
$473M +$14.8M +3% 6.43% 176% 150 8.67% 3
RWC Asset Advisors
2173
RWC Asset Advisors
Florida
$472M +$148M +45% 2.26% 267% 19 21.05% 1.9
Intel Corp
2174
Intel Corp
California
$472M – – 0.21% 9.79% 7 – 0
First Interstate Bank
2175
First Interstate Bank
Montana
$471M +$6.27M +1% 6.31% 48.2% 754 14.85% 1.8