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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)
New York Life Investment Management
426
New York Life Investment Management
New York
$9.9B -$98.8M -1% 3.62% 100% 1,383 42.81% 1.6
Unisphere Establishment
427
Unisphere Establishment
Liechtenstein
$9.9B +$35.6M +0.4% 0.96% – 68 14.71% 0.4
Egerton Capital (UK)
428
Egerton Capital (UK)
United Kingdom
$9.9B -$445M -4% 1.57% 137% 28 28.57% 2.2
IFM Investors
429
IFM Investors
Australia
$9.9B +$694M +8% 5.69% 147% 702 13.39% 4.9
Xponance
430
Xponance
Pennsylvania
$9.8B +$239M +3% 6.8% 144% 1,386 10.53% 3
O'Shaughnessy Asset Management
431
O'Shaughnessy Asset Management
Connecticut
$9.7B +$651M +7% 2.58% 131% 2,062 14.5% 2.5
Buckingham Strategic Wealth
432
Buckingham Strategic Wealth
Missouri
$9.7B +$188M +2% 0.08% 16.3% 856 16.94% 3.9
First Command Advisory Services
433
First Command Advisory Services
Texas
$9.6B +$100M +1% 2.54% 65.8% 671 36.36% 0.7
Clal Insurance
434
Clal Insurance
Israel
$9.6B +$684M +8% 4.99% 202% 150 24.67% 2.8
Capital Wealth Planning
435
Capital Wealth Planning
Florida
$9.5B +$189M +2% 0.47% 73.9% 158 31.65% 2.2
Montrusco Bolton Investments
436
Montrusco Bolton Investments
Quebec, Canada
$9.5B +$137M +1% 3.01% 101% 59 3.39% 4.9
Banco Bilbao Vizcaya Argentaria
437
Banco Bilbao Vizcaya Argentaria
Spain
$9.5B +$810M +9% 4.67% 121% 786 10.81% 3.3
Equitable Holdings
438
Equitable Holdings
New York
$9.5B +$627M +7% 3.06% 71.8% 1,254 10.93% 2.5
Haverford Trust Company
439
Haverford Trust Company
Pennsylvania
$9.5B -$70.8M -0.7% 2.05% 55.5% 409 10.27% 5.5
Johnson Investment Counsel
440
Johnson Investment Counsel
Ohio
$9.49B +$291M +3% 2.24% 66.3% 796 8.17% 5.2
Steward Partners Investment Advisory
441
Steward Partners Investment Advisory
New York
$9.49B +$425M +5% 3.48% 88.5% 3,765 9.35% 3.7
Burgundy Asset Management
442
Burgundy Asset Management
Ontario, Canada
$9.48B -$221M -2% 1.59% 84.8% 107 9.35% 5.4
Brinker Capital Investments
443
Brinker Capital Investments
Pennsylvania
$9.47B +$130M +1% 2.03% 75.8% 1,831 14.75% 2.5
Orion Portfolio Solutions
444
Orion Portfolio Solutions
Nebraska
$9.47B +$130M +1% 2.03% 25.6% 1,831 14.75% 1.8
GRQ
445
Gardner Russo & Quinn
Pennsylvania
$9.47B -$281M -3% 1.03% 56.5% 83 9.64% 8.4
Alberta Investment Management Corp (AIMCo)
446
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.45B -$433M -4% 0.54% 75.3% 1,076 40.71% 3.2
PineStone Asset Management
447
PineStone Asset Management
Quebec, Canada
$9.42B +$3.14B +50% 3.8% 85% 47 14.89% 1.2
Jefferies Financial Group
448
Jefferies Financial Group
New York
$9.41B -$1.41B -13% 1.85% 135% 1,981 52.35% 0.6
EP Wealth Advisors
449
EP Wealth Advisors
California
$9.41B +$858M +10% 3.51% – 896 11.16% 2.3
Acorns Advisers
450
Acorns Advisers
California
$9.34B +$388M +4% 1.16% 49.7% 46 8.7% 2.1