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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)
BerganKDV Wealth Management
2151
BerganKDV Wealth Management
Minnesota
$506M +$431K +0.1% 0.84% 27.9% 765 15.42% 1.5
White Mountains Advisors
2152
White Mountains Advisors
Connecticut
$506M +$6.42M +1% 1.29% 33.4% 3 0% 4.6
Silvant Capital Management
2153
Silvant Capital Management
Georgia
$506M -$52.3M -9% 1.55% 168% 350 8.86% 1.3
KFS
2154
Kurt F. Somerville
$506M +$1.72M +0.3% 1.22% 92.9% 105 6.67% 4.3
DA
2155
DSC Advisors
Illinois
$506M -$63.3M -11% 0.21% 3.18% 106 34.91% 1.4
Jacobi Capital Management
2156
Jacobi Capital Management
Pennsylvania
$505M +$13.2M +3% 1.42% 76.6% 1,113 4.4% 2.2
JLB & Associates
2157
JLB & Associates
Michigan
$505M +$10.3M +2% 2.85% 69.5% 74 4.05% 4.3
Vista Capital Partners
2158
Vista Capital Partners
Oregon
$504M +$1.35M +0.3% 1.42% 61.2% 64 14.06% 3.7
PagnatoKarp Partners
2159
PagnatoKarp Partners
Virginia
$504M +$34.9M +7% 0.72% 2.06% 206 16.5% 1.6
Caxton Associates (New York)
2160
Caxton Associates (New York)
New York
$503M -$328M -39% 1.8% 73.9% 592 71.45% 0.2
Foyston, Gordon, & Payne
2161
Foyston, Gordon, & Payne
Ontario, Canada
$503M -$33.4M -6% 1.35% 57.2% 61 4.92% 4
RFG Advisory
2162
RFG Advisory
Alabama
$503M +$64.4M +15% 1.22% 52.3% 362 18.23% 1.3
Penobscot Investment Management
2163
Penobscot Investment Management
Massachusetts
$503M +$13.5M +3% 3.25% 114% 197 6.09% 4.4
Kintegral Advisory
2164
Kintegral Advisory
New York
$502M +$8.88M +2% 2.55% 143% 269 0.37% 0.7
Charles-Lim Capital
2165
Charles-Lim Capital
Hong Kong
$501M -$70M -12% 8.63% 4.44% 3 0% 2.4
Adams Street Partners
2166
Adams Street Partners
Illinois
$500M -$39M -7% 2.57% 399% 19 52.63% 1.3
Wesleyan Assurance Society
2167
Wesleyan Assurance Society
United Kingdom
$500M -$7.06M -1% 0.13% 102% 87 0% 0.5
Metropolis Capital
2168
Metropolis Capital
United Kingdom
$500M +$63.4M +15% 1.26% 61.7% 11 0% 0.7
James Hambro & Partners
2169
James Hambro & Partners
United Kingdom
$500M – – 2.99% 97% 50 – 0.9
Aequim Alternative Investments
2170
Aequim Alternative Investments
California
$499M +$145M +41% 1.11% 32.3% 57 17.54% 0.4
Mandatum Life Insurance Company
2171
Mandatum Life Insurance Company
Finland
$499M +$23.1M +5% 0.74% 95.9% 145 12.41% 3.1
Hawk Ridge Capital Management
2172
Hawk Ridge Capital Management
California
$499M -$40.6M -8% 1.91% 84.9% 48 37.5% 1
Ameritas Investment Company
2173
Ameritas Investment Company
Nebraska
$499M +$288M +136% 1.86% 55.2% 1,687 86.72% 0.1
First American Trust
2174
First American Trust
California
$498M +$17.6M +4% 2.87% 84.6% 134 16.42% 3.1
Mechanics Bank - Trust Department
2175
Mechanics Bank - Trust Department
California
$498M +$55.4M +13% 1.83% 76.8% 229 34.93% 2.9