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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 Time
Held (Qtrs)
HTC
401
Haverford Trust Company
Pennsylvania
$8.12B +$822M +11% 11.9% 55.5% 346 8.09% 21.9
GIA
402
Gateway Investment Advisers
Ohio
$8.1B +$94.8M +1% 9.64% 127% 549 9.65% 25.1
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.08B +$393M +5% 8.49% 43.6% 617 7.78% 18.1
SOADOR
404
State of Alaska Department of Revenue
Alaska
$8.04B +$600M +8% 9.82% 118% 1,662 3.25% 19.7
MOACM
405
Mutual of America Capital Management
New York
$8.03B +$627M +8% 10.3% 123% 1,675 15.94% 25.7
PP
406
Prudential plc
United Kingdom
$7.97B +$1.65B +26% 6.48% 61.4% 931 16.97% 7.5
CS
407
Clear Street
New York
$7.92B +$3.61B +84% 0.38% 297% 1,716 52.39% 1.4
CGPCS
408
Capital Group Private Client Services
California
$7.92B +$790M +11% 12.1% 112% 252 12.7% 4.1
CAM
409
Cresset Asset Management
Illinois
$7.9B -$9.65M -0.1% 4.57% 113% 933 26.9% 8.6
GT
410
Greenleaf Trust
Michigan
$7.9B +$1.14B +17% 16.2% 37.2% 784 14.92% 14.2
CCM
411
Cullen Capital Management
New York
$7.79B -$1.54B -17% 12.7% 60% 295 36.95% 11.7
Wealth Enhancement Advisory Services
412
Wealth Enhancement Advisory Services
Minnesota
$7.77B +$785M +11% 7.56% 77.1% 382 34.29% 8.5
OPERF
413
Oregon Public Employees Retirement Fund
Oregon
$7.74B +$712M +10% 10.1% 124% 1,754 6.5% 22.2
BAM
414
Burgundy Asset Management
Ontario, Canada
$7.73B +$563M +8% 11.6% 84.8% 114 10.53% 19.3
VNIM
415
Vaughan Nelson Investment Management
Texas
$7.72B +$814M +12% 9.58% 142% 226 12.39% 11.3
SP
416
Sarasin & Partners
United Kingdom
$7.64B +$416M +6% 8.8% 78% 91 3.3% 19.1
TB
417
Thoma Bravo
Illinois
$7.63B +$466M +7% 7.1% 13.3% 5 0% 8.8
YCM
418
Yousif Capital Management
Michigan
$7.62B +$581M +8% 10.6% 119% 1,999 3.25% 3.9
SUT
419
SC US (TTGP)
California
$7.58B -$1.07B -12% 6.83% 65.2% 24 4.17% 6.8
GA
420
General Atlantic
New York
$7.56B -$935M -11% 10.8% 168% 42 28.57% 5.2
CWG
421
C WorldWide Group
Denmark
$7.54B +$285M +4% 7.19% 63.2% 86 2.33% 14.9
BG
422
Bellevue Group
Switzerland
$7.53B +$567M +8% 13.8% 159% 184 11.41% 13.1
AS
423
Akuna Securities
Illinois
$7.5B -$8.85B -54% 3.57% 62.7% 24 41.67% 1.6
AAS
424
Avantax Advisory Services
Texas
$7.5B +$985M +15% 7.44% 50.7% 1,484 14.69% 8.3
WP
425
Woodline Partners
California
$7.47B +$318M +4% 13.7% 155% 988 49.49% 2.4