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)
Lido Advisors
526
Lido Advisors
California
$7.16B -$28.4M -0.4% 0.06% 75% 1,047 22.25% 1.8
WJWM
527
Williams Jones Wealth Management
New York
$7.15B -$3.45M -0% 1.31% 79.1% 534 11.61% 1.5
CIM
528
Confluence Investment Management
Missouri
$7.13B -$398M -5% 1.13% 37.7% 310 6.13% 3.9
SIM
529
SRS Investment Management
New York
$7.11B +$367M +5% 16.5% 166% 34 35.29% 1.5
OAM
530
Oppenheimer Asset Management
New York
$7.03B +$10.2M +0.1% 0.42% 85% 1,256 9.71% 2.9
AAMU
531
AEGON Asset Management (UK)
United Kingdom
$7.03B -$8.58M -0.1% 0.96% – 182 7.14% 2.4
DKCM
532
Davidson Kempner Capital Management
New York
$6.99B -$5.88B -46% 0.8% 157% 661 39.33% 0.4
DLA
533
Douglas Lane & Associates
New York
$6.99B -$145M -2% 0.95% 91.9% 242 8.68% 3.9
TSW
534
Thompson Siegel & Walmsley
Virginia
$6.93B -$370M -5% 1.25% 32.4% 765 8.1% 4
LBA
535
Letko, Brosseau & Associates
Quebec, Canada
$6.91B -$595M -8% 1.13% 83.3% 109 6.42% 4.7
MLICM
536
Metropolitan Life Insurance Company (MetLife)
New York
$6.9B -$7.01B -50% 0.76% 50.8% 3,085 17.12% 5.1
BMSSC
537
B. Metzler seel. Sohn & Co
Germany
$6.9B +$179M +3% 0.62% 106% 726 10.88% 0.7
PA
538
Perceptive Advisors
New York
$6.88B -$822M -11% 0.31% 1,707% 173 32.37% 1.5
OAC
539
OMERS Administration Corp
Ontario, Canada
$6.87B -$110M -2% 0.02% 106% 537 24.95% 0.7
MMH
540
Menora Mivtachim Holdings
Israel
$6.84B -$104M -1% 0.16% 140% 61 8.2% 2.3
MNBTD
541
Moody National Bank Trust Division
Texas
$6.82B +$1.93B +40% 14.7% 115% 421 6.89% 4.2
Wealth Enhancement Advisory Services
542
Wealth Enhancement Advisory Services
Minnesota
$6.79B +$579M +9% 1.08% 85.5% 349 42.41% 1.6
TAM
543
Tocqueville Asset Management
New York
$6.75B -$172M -2% 0.44% 122% 766 9.14% 3.9
SI
544
Scout Investments
Missouri
$6.71B -$18.4M -0.3% 1.73% 88% 322 22.36% 2.5
CM
545
Churchill Management
California
$6.65B -$135M -2% 0.16% 84.4% 165 36.36% 1.5
RI
546
RTW Investments
New York
$6.63B +$3.92M +0.1% 4.46% 467% 130 20.77% 1.4
WCA
547
Waratah Capital Advisors
Ontario, Canada
$6.63B -$470M -7% 2.59% 192% 322 40.37% 0.6
AAM
548
Advisors Asset Management
Colorado
$6.62B -$498M -7% 1.11% 91.8% 1,515 10.83% 4.5
VMPIC
549
Varma Mutual Pension Insurance Co
Finland
$6.55B -$209M -3% 0.14% 97.2% 255 22.75% 1.2
MCM
550
Moore Capital Management
New York
$6.55B -$506M -7% 1.58% 195% 989 38.52% 0.4