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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 Interstate Bank
2251
First Interstate Bank
Montana
$452M +$9.22M +2% 2.84% 49.7% 718 12.26% 2.2
KG Funds Management
2252
KG Funds Management
New York
$451M +$21.4M +5% 8.81% 45.8% 9 22.22% 1.4
Jaffetilchin Investment Partners
2253
Jaffetilchin Investment Partners
Florida
$450M +$3.76M +0.8% 4.13% 88.1% 387 42.38% 1.1
LLC
2254
Latimer Light Capital
New York
$449M +$91.8M +26% 11% 134% 22 36.36% 0.7
Bain Capital Venture Investors
2255
Bain Capital Venture Investors
Massachusetts
$449M +$249M +125% 20.1% 34.2% 5 40% 0.8
HEC
2256
Hudson Executive Capital
New York
$449M +$110M +32% 18.8% 127% 9 44.44% 1.2
Cabot Wealth Management
2257
Cabot Wealth Management
Massachusetts
$449M +$1.4M +0.3% 1.61% 69.3% 133 13.53% 3
Cobalt Capital Management
2258
Cobalt Capital Management
New Jersey
$448M -$33.9M -7% 5.8% 235% 57 57.89% 0.5
Maple Rock Capital Partners
2259
Maple Rock Capital Partners
Ontario, Canada
$448M +$46.3M +12% 4.9% 602% 21 42.86% 0.8
Sentinel Trust
2260
Sentinel Trust
Texas
$447M -$26.2M -6% 2.44% 79.2% 125 22.4% 2.7
Ironvine Capital Partners
2261
Ironvine Capital Partners
Nebraska
$447M +$31.7M +8% 2.47% 58.8% 83 19.28% 0.5
BerganKDV Wealth Management
2262
BerganKDV Wealth Management
Minnesota
$447M +$81.5M +22% 0.99% 27.9% 660 66.52% 0.4
Corsair Capital Management
2263
Corsair Capital Management
New York
$447M -$91.7M -17% 0.41% 435% 70 34.29% 1.9
J.M. Forbes & Co
2264
J.M. Forbes & Co
Massachusetts
$447M +$17.3M +4% 4.23% 112% 109 3.67% 3.6
RI
2265
RPTC Inc
Wyoming
$446M -$144M -24% 5.39% 66.4% 14 0% 0.7
Arrow Financial
2266
Arrow Financial
New York
$445M +$13.8M +3% 4.42% 66.5% 352 7.1% 3.7
Stanley-Laman Group
2267
Stanley-Laman Group
Pennsylvania
$445M +$6.22M +1% 2.94% 114% 285 15.79% 1.2
10-15 Associates
2268
10-15 Associates
New York
$445M +$24.4M +6% 3.34% 33% 112 9.82% 2.8
Apriem Advisors
2269
Apriem Advisors
California
$445M +$35.3M +9% 2.41% 74.3% 449 68.82% 1.1
RIA
2270
RPG Investment Advisory
California
$445M +$7.74M +2% 3.7% 186% 365 20.55% 1.2
BCM
2271
Bayesian Capital Management
New York
$445M +$51.4M +13% 12% 107% 846 66.43% 0.2
Shepherd Financial Partners
2272
Shepherd Financial Partners
Massachusetts
$445M +$38.5M +9% 3.66% 78% 138 25.36% 1
Avior Wealth Management
2273
Avior Wealth Management
Nebraska
$444M +$11.3M +3% 2.67% 71.4% 890 21.57% 1.8
Mizuho Trust & Banking
2274
Mizuho Trust & Banking
Japan
$444M +$132M +42% 1.17% 36.1% 17 52.94% 0.6
Evanston Advisors
2275
Evanston Advisors
Illinois
$443M +$13.6M +3% 1.88% 16% 74 12.16% 1.8