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)
Kovitz Investment Group Partners
576
Kovitz Investment Group Partners
Illinois
$5.57B -$1.25B -18% 2.38% 87.5% 413 6.3% 3.5
EAM
577
Eventide Asset Management
Massachusetts
$5.56B -$353M -6% 3.14% 313% 166 22.89% 2.3
AAB
578
ABN AMRO Bank
Netherlands
$5.56B +$641M +13% 1.61% 90.7% 159 8.81% 0.5
WPL
579
WINDACRE PARTNERSHIP LLC
Texas
$5.5B +$309M +6% 1.58% 98.4% 13 0% 1.7
TC
580
Trium Capital
United Kingdom
$5.49B +$5.02B +1,070% 0.11% 189% 106 57.55% 0.4
BI
581
BlueSpruce Investments
Illinois
$5.49B -$320M -6% 4.22% 59.6% 11 18.18% 1.7
TC
582
TownSquare Capital
Utah
$5.48B -$12.5M -0.2% 2.83% 96.9% 1,166 15.09% 1.9
FT
583
Fiduciary Trust
Massachusetts
$5.47B -$207M -4% 3.03% 76.6% 641 7.64% 5.7
PF
584
Phoenix Financial
Israel
$5.46B +$565M +12% 2.03% 144% 377 32.1% 1.4
CG
585
Carmignac Gestion
France
$5.45B -$357M -6% 0.77% 85.1% 187 35.83% 2.1
CDR
586
Clayton Dubilier & Rice
New York
$5.43B -$1.4B -20% 4.42% 176% 7 28.57% 4.4
VLKIM
587
Van Lanschot Kempen Investment Management
Netherlands
$5.41B -$143M -3% 2.51% 75.9% 215 7.91% 3.1
PGFC
588
Peapack-Gladstone Financial Corp
New Jersey
$5.4B -$208M -4% 2.67% 77.4% 721 7.21% 4.7
PA
589
Pinnacle Associates
New York
$5.38B -$383M -7% 4.15% 139% 839 6.56% 5.4
IMRF
590
Illinois Municipal Retirement Fund
Illinois
$5.36B +$391M +8% 1.86% 104% 1,384 41.91% 1.6
MCM
591
Moore Capital Management
New York
$5.36B -$449M -8% 3% 195% 679 53.02% 0.9
CIM
592
CCLA Investment Management
United Kingdom
$5.36B -$259M -5% 3.15% – 74 5.41% 2.5
EWM
593
Evercore Wealth Management
New York
$5.34B -$111M -2% 1.54% 84.8% 437 12.13% 6.3
PVI
594
Partners Value Investments
Bermuda
$5.33B – – 5.25% 80.7% 10 – 1.9
APF
595
Alaska Permanent Fund
Alaska
$5.31B +$227M +4% 3.21% 69.2% 418 6.94% 1.7
MWM
596
Modera Wealth Management
New Jersey
$5.3B -$203M -4% 3.34% 68.2% 589 11.38% 2.4
LAM
597
Lyrical Asset Management
New York
$5.29B -$54.6M -1% 0.56% 125% 41 2.44% 3.9
ACM
598
Altimeter Capital Management
Massachusetts
$5.27B -$260M -5% 6.14% 187% 14 42.86% 2.1
TAM
599
Tocqueville Asset Management
New York
$5.27B -$319M -6% 2.51% 122% 554 11.19% 5.7
CII
600
Capital International Inc
California
$5.22B -$286M -5% 1.43% 132% 349 6.59% 3.2