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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)
Phoenix Financial
526
Phoenix Financial
Israel
$9.23B +$1.02B +12% 14.1% 144% 509 17.68% 1.8
Egerton Capital (UK)
527
Egerton Capital (UK)
United Kingdom
$9.2B -$281M -3% 4.55% 137% 32 53.13% 1.7
Compagnie Lombard Odier SCmA
528
Compagnie Lombard Odier SCmA
Switzerland
$9.2B +$135M +1% 3.85% 109% 474 17.72% 4.9
LGT Group Foundation
529
LGT Group Foundation
Liechtenstein
$9.17B +$446M +5% 5.85% 107% 307 13.03% 2.6
Brevan Howard Capital Management
530
Brevan Howard Capital Management
Jersey
$9.16B -$13.2B -59% 6.05% 148% 2,371 46.73% 0.5
Cullen Capital Management
531
Cullen Capital Management
New York
$9.16B +$15.2M +0.2% 3.76% 60% 236 12.71% 3.8
RWA Wealth Partners
532
RWA Wealth Partners
Massachusetts
$9.15B +$346M +4% 2.4% 58.4% 636 10.53% 3.2
Yousif Capital Management
533
Yousif Capital Management
Michigan
$9.12B -$247M -3% 4.18% 131% 1,930 4.92% 3.5
Hood River Capital Management
534
Hood River Capital Management
Florida
$9.12B +$652M +8% 16.7% 696% 198 34.34% 1
AKRE Capital Management
535
AKRE Capital Management
Virginia
$9.12B -$910M -9% 1.64% 21.6% 19 5.26% 8
River Road Asset Management
536
River Road Asset Management
Kentucky
$9.12B +$192M +2% 1.71% 50.8% 191 16.23% 3.1
Fiduciary Management Inc
537
Fiduciary Management Inc
Wisconsin
$9.09B -$789M -8% 0.64% 57.6% 75 20% 4.2
Cullen/Frost Bankers
538
Cullen/Frost Bankers
Texas
$9.09B +$483M +6% 2.88% 102% 1,552 21.33% 3.8
Benjamin Edwards Inc
539
Benjamin Edwards Inc
Missouri
$9.04B +$189M +2% 0.76% 66.5% 1,388 12.18% 2.1
AIM
540
Allen Investment Management
New York
$9.03B +$21.6M +0.2% 1.75% 92.4% 233 18.88% 5
QRG Capital Management
541
QRG Capital Management
Illinois
$8.98B +$726M +9% 4.6% 142% 1,114 10.77% 1.8
NewEdge Wealth
542
NewEdge Wealth
Pennsylvania
$8.85B +$1.88B +27% 2.43% 98.9% 1,214 18.29% 2
Williams Jones Wealth Management
543
Williams Jones Wealth Management
New York
$8.85B +$112M +1% 3.66% 79.1% 542 10.33% 4.1
Blue Trust Inc
544
Blue Trust Inc
Georgia
$8.85B -$57.3M -0.6% 1.78% 53% 2,765 15.7% 2.4
Stratos Wealth Partners
545
Stratos Wealth Partners
Ohio
$8.85B +$366M +4% 2.14% 83.3% 1,668 12.41% 4.3
Municipal Employees' Retirement System of Michigan
546
Municipal Employees' Retirement System of Michigan
Michigan
$8.84B +$205M +2% 1.55% 34.6% 45 20% 3.9
Duff & Phelps Investment Management
547
Duff & Phelps Investment Management
Illinois
$8.82B +$131K +0% 2.14% 48.1% 153 5.88% 6
Atria Investments
548
Atria Investments
North Carolina
$8.8B +$47.9M +0.5% 2.51% 83.9% 2,149 12.89% 2.4
Fiduciary Trust
549
Fiduciary Trust
Massachusetts
$8.8B -$31.1M -0.4% 2.53% 76.6% 895 9.61% 5.3
Concurrent Investment Advisors
550
Concurrent Investment Advisors
Florida
$8.78B +$2.95B +51% 3.15% 99.5% 1,873 25.15% 1.1