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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
CA
526
Cetera Advisors
Colorado
$6B +$488M +9% 6.12% 27.6% 1,748 13.84%
CMTU
527
Capital Markets Trading (UK)
United Kingdom
$6B +$1.5B +33% 6.24% 192% 293 36.52%
SIMG
528
Stephens Investment Management Group
Texas
$5.98B +$457M +8% 11.1% 112% 172 5.81%
CCA
529
Conestoga Capital Advisors
Pennsylvania
$5.97B +$627M +12% 13.7% 47.8% 132 2.27%
AIM
530
Allen Investment Management
New York
$5.96B -$260M -4% 6.28% 78.1% 225 11.11%
PI
531
PGGM Investments
Netherlands
$5.95B +$231M +4% 4.36% 53.1% 406 11.58%
WCM
532
Wedge Capital Management
North Carolina
$5.93B -$282M -5% 3.11% 139% 454 14.1%
WF
533
Welch & Forbes
Massachusetts
$5.91B +$326M +6% 8.91% 71.6% 379 6.6%
RC
534
Resolution Capital
Australia
$5.89B +$98.6M +2% 2.5% 42.8% 39 20.51%
WI
535
WealthNavi Inc
Japan
$5.87B +$522M +10% 5.87% 53.5% 8 0%
BPA
536
Beacon Pointe Advisors
California
$5.87B +$711M +14% 7.4% 65.3% 1,206 17.58%
FCAS
537
First Command Advisory Services
Texas
$5.85B -$565M -9% 6.62% 56.9% 276 81.88%
BG
538
Baupost Group
Massachusetts
$5.85B -$283M -5% 5.74% 34.5% 36 22.22%
WANY
539
Wealthspire Advisors (New York)
New York
$5.83B +$331M +6% 5.24% 47.9% 604 15.56%
MSE
540
MUFG Securities EMEA
United Kingdom
$5.82B -$251M -4% 10.7% 77.8% 176 43.18%
PAS
541
Park Avenue Securities
New York
$5.82B +$183M +3% 6.32% 71% 1,217 45.36%
MIH
542
Meitav Investment House
Israel
$5.79B -$32.2M -0.6% 9.29% 104% 381 13.65%
CP
543
Coho Partners
Pennsylvania
$5.79B -$111M -2% 0.59% 35.6% 78 12.82%
PI
544
PFS Investments
Georgia
$5.77B +$414M +8% 4.49% 36.3% 540 24.44%
HWM
545
HB Wealth Management
Georgia
$5.76B +$271M +5% 5.41% 57.6% 743 10.9%
Kovitz Investment Group Partners
546
Kovitz Investment Group Partners
Illinois
$5.76B +$698M +14% 9.48% 68.3% 433 13.86%
LT
547
Lindsell Train
United Kingdom
$5.73B +$471M +9% 10.7% 39.9% 29 0%
AAMU
548
AEGON Asset Management (UK)
United Kingdom
$5.73B +$194M +4% 12.1% 171 8.19%
OCBV
549
Ownership Capital B.V.
Netherlands
$5.68B +$588M +12% 14.5% 62.8% 20 0%
CIMLRA
550
CBRE Investment Management Listed Real Assets
Pennsylvania
$5.68B -$48.8M -0.9% 1.2% 26% 120 9.17%