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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
PAS
551
Park Avenue Securities
New York
$5.02B -$144M -3% 5.78% 71% 1,184 11.82%
Cetera Investment Advisers
552
Cetera Investment Advisers
Illinois
$5.01B -$1.28B -20% 5.19% 58.2% 1,908 13.78%
IHG
553
Insight Holdings Group
New York
$4.98B +$150M +3% 6.24% 103% 22 0%
KKRC
554
Kohlberg Kravis Roberts & Co
New York
$4.98B -$2.54B -34% 12.8% 298% 263 18.25%
VA
555
Valmark Advisers
Ohio
$4.97B -$183M -4% 5.91% 34.7% 429 9.56%
HKAM
556
Horizon Kinetics Asset Management
New York
$4.97B +$192M +4% 8.56% 185% 353 11.61%
ICA
557
Infrastructure Capital Advisors
New York
$4.95B +$3.81B +332% 1.61% 49% 103 36.89%
AAMU
558
AEGON Asset Management (UK)
United Kingdom
$4.95B -$364M -7% 4.59% 172 4.65%
BF
559
BOK Financial
Oklahoma
$4.94B -$274M -5% 4.34% 74.1% 956 12.45%
LT
560
Lindsell Train
United Kingdom
$4.92B -$176M -3% 0.68% 39.9% 29 0%
APM
561
Avidity Partners Management
Texas
$4.92B +$563M +13% 18.1% 461% 111 38.74%
NB
562
Norinchukin Bank
Japan
$4.91B -$200M -4% 4.7% 71.7% 544 2.02%
TAM
563
Tocqueville Asset Management
New York
$4.91B -$562M -10% 3.95% 96.3% 674 13.8%
PGFC
564
Peapack-Gladstone Financial Corp
New Jersey
$4.9B +$529M +12% 4.47% 63.1% 723 15.21%
BSW
565
Buckingham Strategic Wealth
Missouri
$4.9B -$165M -3% 5.38% 16.3% 652 12.73%
BI
566
BlueSpruce Investments
Illinois
$4.89B -$299M -6% 3.82% 47.7% 13 23.08%
BCI
567
Brinker Capital Investments
Pennsylvania
$4.84B -$442M -8% 4.68% 58.9% 1,423 12.37%
LAM
568
Lyrical Asset Management
New York
$4.83B -$918M -16% 4.26% 86.5% 43 16.28%
TAF
569
Tredje AP-fonden
Sweden
$4.83B +$852M +21% 3.29% 98.9% 519 44.7%
SI
570
Scout Investments
Missouri
$4.82B -$230M -5% 0.52% 88% 234 11.54%
CW
571
Connectus Wealth
Ohio
$4.8B +$418M +10% 3.64% 37.8% 539 30.24%
EC
572
Eminence Capital
New York
$4.79B -$246M -5% 0.06% 37.2% 75 32%
WANY
573
Wealthspire Advisors (New York)
New York
$4.78B +$1.18M +0% 6.31% 47.9% 549 16.58%
WT
574
Whittier Trust
California
$4.77B -$180M -4% 4.96% 93% 1,800 9.67%
AI
575
Axiom Investors
Connecticut
$4.77B +$1.44B +43% 2.3% 214% 129 19.38%