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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 Wealth Management
601
Bartlett & Co Wealth Management
Ohio
$5.72B -$176M -3% 4% 62.3% 1,091 63.06% 1.2
Bartlett & Co
602
Bartlett & Co
Ohio
$5.72B -$176M -3% 4% 30.8% 1,092 63% 2.3
Atria Investments
603
Atria Investments
North Carolina
$5.71B +$99.6M +2% 4.18% 83.9% 939 19.7% 1.9
NSLI
604
Nan Shan Life Insurance
Taiwan
$5.71B -$885M -13% 8.07% 41% 106 25.47% 2.1
Credit Agricole
605
Credit Agricole
France
$5.71B -$565M -9% 3.46% – 782 17.77% 2.5
Park Avenue Securities
606
Park Avenue Securities
New York
$5.7B +$38.7M +0.7% 3.92% 71% 1,201 14.99% 1.6
Maverick Capital
607
Maverick Capital
Texas
$5.69B -$3.16B -36% 19.5% 266% 418 72.01% 0.7
Valmark Advisers
608
Valmark Advisers
Ohio
$5.68B -$125M -2% 3.94% 43.2% 446 13.68% 2.7
Churchill Management
609
Churchill Management
California
$5.67B -$1.5B -21% 0.7% 84.4% 170 46.47% 1.4
SAM
610
Southeastern Asset Management
Tennessee
$5.66B -$301M -5% 0.55% 26.7% 38 10.53% 2.2
Evercore Wealth Management
611
Evercore Wealth Management
New York
$5.65B -$495M -8% 6.3% 84.8% 454 12.33% 5.3
Pinnacle Associates
612
Pinnacle Associates
New York
$5.65B -$148M -3% 2.32% 139% 827 9.43% 4.7
NextCapital Advisers
613
NextCapital Advisers
Illinois
$5.64B -$47.5M -0.8% 5.51% 6.89% 14 0% 3
Troy Asset Management
614
Troy Asset Management
United Kingdom
$5.61B -$106M -2% 0.98% 53.9% 37 2.7% 3.5
Nicholas Company
615
Nicholas Company
Wisconsin
$5.61B -$538M -9% 6.24% 65.7% 242 9.92% 3.9
NI
616
Nuance Investments
Missouri
$5.59B -$94.4M -2% 0.73% 3.13% 61 21.31% 2.4
Fiduciary Trust
617
Fiduciary Trust
Massachusetts
$5.58B -$504M -8% 5.58% 76.6% 693 9.81% 4.5
CCLA Investment Management
618
CCLA Investment Management
United Kingdom
$5.56B -$538M -9% 8.5% – 77 6.49% 1.4
GP
619
Galileo PTC
British Virgin Islands
$5.56B -$1.63B -23% 21% 82.7% 8 12.5% 0.8
Oppenheimer & Co
620
Oppenheimer & Co
New York
$5.55B -$172M -3% 2.54% 114% 1,627 18.81% 4.1
Rothschild & Co Wealth Management (UK)
621
Rothschild & Co Wealth Management (UK)
United Kingdom
$5.55B -$477M -8% 0.05% 43.3% 34 11.76% 4.6
Aristeia Capital
622
Aristeia Capital
Connecticut
$5.52B -$261M -5% 3.92% 73.2% 1,022 68.69% 0.3
CFM
623
Comprehensive Financial Management
California
$5.52B -$2.27B -29% 30.2% 33.7% 55 12.73% 1.1
Avoro Capital Advisors
624
Avoro Capital Advisors
New York
$5.48B -$398M -7% 11.2% 512% 45 13.33% 2.1
Caledonia Investments (Australia)
625
Caledonia Investments (Australia)
Australia
$5.44B -$984M -15% 13.1% 4.24% 19 5.26% 2.2