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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)
Bartlett & Co
576
Bartlett & Co
Ohio
$5.78B +$604M +12% 6.08% 30.8% 1,221 15.72% 3.1
Bartlett & Co Wealth Management
577
Bartlett & Co Wealth Management
Ohio
$5.78B +$604M +12% 6.08% 62.3% 1,221 15.72% 2.1
Pinnacle Associates
578
Pinnacle Associates
New York
$5.76B +$874M +18% 9.33% 149% 849 13.55% 5.3
Whittier Trust
579
Whittier Trust
California
$5.75B +$260M +5% 9.77% 110% 1,630 5.83% 5.8
OCBV
580
Ownership Capital B.V.
Netherlands
$5.71B +$22.6M +0.4% 4.07% 62.8% 21 9.52% 3.7
Altshuler Shaham
581
Altshuler Shaham
Israel
$5.69B +$1.12B +24% 5.02% 108% 427 40.05% 1.1
Fiduciary Trust
582
Fiduciary Trust
Massachusetts
$5.68B +$283M +5% 6.46% 76.6% 641 6.86% 5.5
Erste Asset Management
583
Erste Asset Management
Austria
$5.67B +$449M +9% 8.79% 143% 617 11.35% 2.6
Caption Management
584
Caption Management
Oklahoma
$5.65B +$471M +9% 5.52% 227% 1,507 61.31% 0.4
CCLA Investment Management
585
CCLA Investment Management
United Kingdom
$5.62B +$529M +10% 7.5% – 78 10.26% 2.3
Baupost Group
586
Baupost Group
Massachusetts
$5.61B -$233M -4% 3.24% 47.9% 35 28.57% 3.1
Lindsell Train
587
Lindsell Train
United Kingdom
$5.61B -$118M -2% 4.62% 39.9% 29 0% 4.8
Peapack-Gladstone Financial Corp
588
Peapack-Gladstone Financial Corp
New Jersey
$5.61B +$354M +7% 5.98% 77.4% 735 9.39% 4.5
Tocqueville Asset Management
589
Tocqueville Asset Management
New York
$5.58B +$291M +6% 8% 122% 556 9.35% 5.5
CBRE Investment Management Listed Real Assets
590
CBRE Investment Management Listed Real Assets
Pennsylvania
$5.58B -$94.7M -2% 0% 35.2% 121 8.26% 3.1
Polar Asset Management Partners
591
Polar Asset Management Partners
Ontario, Canada
$5.57B -$1.01B -15% 5.19% 102% 1,213 35.53% 1
Ossiam
592
Ossiam
France
$5.57B +$753M +16% 10.1% 155% 727 6.19% 1.9
Clarkston Capital Partners
593
Clarkston Capital Partners
Michigan
$5.56B +$199M +4% 6% 8.43% 169 7.69% 4.2
Stephens Inc
594
Stephens Inc
Arkansas
$5.56B +$346M +7% 6.42% 76.1% 1,300 13.92% 4.5
Van Lanschot Kempen Investment Management
595
Van Lanschot Kempen Investment Management
Netherlands
$5.55B +$295M +6% 7.12% 75.9% 224 13.39% 2.9
Rothschild & Co Wealth Management (UK)
596
Rothschild & Co Wealth Management (UK)
United Kingdom
$5.55B +$523M +10% 8.55% 41.7% 33 9.09% 5.2
Atria Investments
597
Atria Investments
North Carolina
$5.54B +$256M +5% 5.82% 83.9% 904 19.03% 2.6
SVB Wealth
598
SVB Wealth
Massachusetts
$5.53B -$1.62B -23% 10.6% 170% 1,058 15.41% 3.3
Credit Agricole
599
Credit Agricole
France
$5.53B +$615M +13% 7.97% – 736 15.49% 3.2
Altimeter Capital Management
600
Altimeter Capital Management
Massachusetts
$5.53B +$975M +21% 24.3% 187% 12 16.67% 2.7