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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)
Intrust Bank
2426
Intrust Bank
Kansas
$263M -$24.5M -9% 8.3% 102% 290 19.31% 1.6
Bank OZK
2427
Bank OZK
Arkansas
$263M -$26.7M -9% 8.33% 112% 126 15.87% 1.7
Diana Davis Spencer Foundation
2428
Diana Davis Spencer Foundation
Maryland
$262M +$2.49M +1% 0.96% 13.4% 3 0% 0.8
Legacy Wealth Management (Tennessee)
2429
Legacy Wealth Management (Tennessee)
Tennessee
$262M +$17.8M +7% 8.43% 50.4% 7 0% 1.6
Segment Wealth Management
2430
Segment Wealth Management
Texas
$262M -$26.4M -9% 8.93% 102% 180 12.22% 1.7
MUFG Securities EMEA
2431
MUFG Securities EMEA
United Kingdom
$261M -$342M -57% 6.71% 114% 132 46.97% 0.3
Wilkins Investment Counsel
2432
Wilkins Investment Counsel
Massachusetts
$261M -$13.1M -5% 5.34% 56.2% 78 5.13% 2
Nelson Capital Management
2433
Nelson Capital Management
California
$261M -$15.3M -6% 5.65% 121% 281 12.46% 1.6
Mariner Independent Advisor Network
2434
Mariner Independent Advisor Network
Kansas
$261M +$56.5M +28% 6.68% 39.5% 141 40.43% 0.6
Adirondack Funds
2435
Adirondack Funds
New York
$261M – – 10% – 102 – 0
Adirondack Research & Management
2436
Adirondack Research & Management
New York
$261M -$11.4M -4% 10% 47.8% 106 12.26% 1.7
Impax Asset Management (AIFM)
2437
Impax Asset Management (AIFM)
United Kingdom
$261M -$62.2M -19% 13.2% 40.5% 44 40.91% 0.7
CT
2438
Chicago Trust
Illinois
$260M -$23.8M -8% 5.59% 85.9% 183 10.93% 0.5
Samsung Asset Management (New York)
2439
Samsung Asset Management (New York)
New York
$260M -$36.9M -12% 7.02% 38% 77 12.99% 1.6
Cambria Investment Management
2440
Cambria Investment Management
California
$260M -$67.2M -21% 3.43% 72% 394 52.28% 0.4
Bessemer Securities
2441
Bessemer Securities
New York
$260M -$27.3M -9% 9.41% 45% 82 23.17% 0.6
Algebris Investments (UK)
2442
Algebris Investments (UK)
United Kingdom
$259M +$5.79M +2% 9.94% 15.3% 84 53.57% 0.8
Palouse Capital Management
2443
Palouse Capital Management
Washington
$259M -$24.9M -9% 11.1% 67.8% 126 22.22% 1.3
SOL Capital Management
2444
SOL Capital Management
Maryland
$259M -$14.5M -5% 11.3% 56.6% 202 7.43% 1.9
First American Trust
2445
First American Trust
California
$259M -$11.2M -4% 5.16% 84.6% 99 17.17% 1.7
Xponance
2446
Xponance
Pennsylvania
$259M -$24.2M -9% 7.46% 144% 54 42.59% 0.8
Strategic Investment Management
2447
Strategic Investment Management
Virginia
$258M +$106M +70% 13.3% 53.4% 147 57.82% 0.4
GoodHaven Capital Management
2448
GoodHaven Capital Management
New Jersey
$258M -$56.8M -18% 16.7% 80.7% 28 32.14% 1.9
JOYN Advisors
2449
JOYN Advisors
Georgia
$258M +$14.9M +6% 9.74% 0.77% 32 18.75% 1.1
Venor Capital Management
2450
Venor Capital Management
New York
$257M -$77.2M -23% 19.1% – 13 61.54% 1