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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)
Whittier Trust
576
Whittier Trust
California
$4.95B -$979M -17% 14.7% 110% 1,810 9.94% 4.7
Bartlett & Co Wealth Management
577
Bartlett & Co Wealth Management
Ohio
$4.94B -$785M -14% 11.9% 62.3% 1,354 22.75% 1.2
Bartlett & Co
578
Bartlett & Co
Ohio
$4.94B -$784M -14% 11.9% 30.8% 1,354 22.75% 2.1
NIMI
579
Natixis Investment Managers International
France
$4.91B -$807M -14% 14.2% 34.7% 515 17.67% 0.8
WealthNavi Inc
580
WealthNavi Inc
Japan
$4.9B -$421M -8% 13.1% 53.5% 7 0% 3.3
Phoenix Financial
581
Phoenix Financial
Israel
$4.89B -$1.06B -18% 17.7% 144% 445 24.72% 1.1
HB Wealth Management
582
HB Wealth Management
Georgia
$4.88B -$518M -10% 13.3% 70.1% 637 17.27% 0.4
Troy Asset Management
583
Troy Asset Management
United Kingdom
$4.87B -$748M -13% 15% 53.9% 37 2.7% 3.7
Deerfield Management
584
Deerfield Management
New York
$4.85B +$375M +8% 2.77% 277% 140 20% 1.1
IHG
585
Insight Holdings Group
New York
$4.83B -$2.55B -35% 30% 111% 24 16.67% 0.8
CCM
586
Cerberus Capital Management
New York
$4.82B -$1.48B -24% 18.3% 22.4% 7 0% 1
ZP
587
Zimmer Partners
New York
$4.8B -$2.18B -31% 14.8% 67.7% 135 53.33% 0.7
Mondrian Investment Partners
588
Mondrian Investment Partners
United Kingdom
$4.79B -$82M -2% 7.4% – 124 37.1% 4.1
Wealthspire Advisors (New York)
589
Wealthspire Advisors (New York)
New York
$4.78B +$338M +8% 13.8% 59% 529 25.14% 1.5
Bain Capital Investors
590
Bain Capital Investors
Massachusetts
$4.78B -$2.13B -31% 27.9% 91.1% 5 0% 2
Horizon Kinetics Asset Management
591
Horizon Kinetics Asset Management
New York
$4.78B -$188M -4% 2.11% 192% 356 8.71% 2.6
Atria Investments
592
Atria Investments
North Carolina
$4.77B -$943M -17% 11.5% 83.9% 910 24.07% 2.2
WPL
593
WINDACRE PARTNERSHIP LLC
Texas
$4.76B +$7.81M +0.2% 20.4% 98.4% 10 10% 2.2
NSLI
594
Nan Shan Life Insurance
Taiwan
$4.76B -$945M -17% 17.4% 41% 97 18.56% 2.1
Folketrygdfondet
595
Folketrygdfondet
Norway
$4.76B +$4.59B +2,693% 6.74% 30.6% 10 0% 6.2
Harel Insurance Investments & Financial Services
596
Harel Insurance Investments & Financial Services
Israel
$4.75B -$1.36B -22% 17.2% 126% 820 28.17% 1.6
Fiduciary Trust
597
Fiduciary Trust
Massachusetts
$4.75B -$830M -15% 13.7% 76.6% 690 13.19% 4.9
Evercore Wealth Management
598
Evercore Wealth Management
New York
$4.74B -$912M -16% 14.1% 84.8% 438 12.1% 5.9
SAM
599
Southeastern Asset Management
Tennessee
$4.74B -$916M -16% 15.9% 26.7% 41 19.51% 2.3
Beacon Pointe Advisors
600
Beacon Pointe Advisors
California
$4.74B -$2.56B -35% 13.9% 76.7% 1,262 23.53% 1.3