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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)
Copeland Capital Management
651
Copeland Capital Management
Pennsylvania
$4.65B -$194M -4% 4.29% 56.7% 327 15.6% 3.9
Stratos Wealth Partners
652
Stratos Wealth Partners
Ohio
$4.64B +$230M +5% 3.25% 83.3% 1,341 15.44% 3.9
OneDigital Investment Advisors
653
OneDigital Investment Advisors
Kansas
$4.62B +$98.4M +2% 3.38% 57.3% 1,049 9.53% 2.6
Crawford Investment Counsel
654
Crawford Investment Counsel
Georgia
$4.61B -$306M -6% 4.97% 49.5% 279 5.02% 6.2
RWA Wealth Partners
655
RWA Wealth Partners
Massachusetts
$4.59B +$20M +0.4% 3.73% 58.4% 391 20.46% 2.5
Achmea Investment Management
656
Achmea Investment Management
Netherlands
$4.58B -$155M -3% 2.71% 114% 647 25.66% 2.2
Brookstone Capital Management
657
Brookstone Capital Management
Illinois
$4.56B -$414M -8% 3.11% 64.2% 898 16.7% 2.8
SW
658
SVB Wealth
Massachusetts
$4.55B -$980M -18% 0.58% 170% 976 14.65% 3.6
Centiva Capital
659
Centiva Capital
New York
$4.55B -$20M -0.4% 0.69% 65.1% 2,279 57.31% 0.5
Deerfield Management
660
Deerfield Management
New York
$4.54B -$145M -3% 0.09% 277% 112 33.93% 1.6
BOK Financial
661
BOK Financial
Oklahoma
$4.54B -$373M -8% 1.87% 91.8% 1,289 25.68% 4.2
Dai-ichi Life Insurance Company
662
Dai-ichi Life Insurance Company
Japan
$4.54B -$257M -5% 2.81% 128% 492 9.96% 4.9
Forum Financial Management
663
Forum Financial Management
Illinois
$4.52B +$59.1M +1% 3.62% 53.1% 685 10.22% 1.4
Old Mission Capital
664
Old Mission Capital
Illinois
$4.51B -$142M -3% 2.82% 55.3% 1,829 60.2% 0.4
LBP AM
665
LBP AM
France
$4.5B +$273M +6% 3.6% 137% 475 15.37% 0.6
Polar Asset Management Partners
666
Polar Asset Management Partners
Ontario, Canada
$4.5B -$1.07B -19% 1.7% 102% 1,102 34.85% 1.1
Stockbridge Partners
667
Stockbridge Partners
Massachusetts
$4.5B -$404M -8% 0.2% 93.5% 16 12.5% 3.8
Connectus Wealth
668
Connectus Wealth
Ohio
$4.49B +$147M +3% 1.85% 37.8% 534 26.22% 1.1
RBA
669
Richard Bernstein Advisors
New York
$4.48B -$253M -5% 3.87% 33.9% 248 47.98% 2.4
SCA
670
Southpoint Capital Advisors
New York
$4.48B -$130M -3% 2.78% 124% 54 33.33% 1.3
HA
671
HHLR Advisors
Cayman Islands
$4.48B -$217M -5% 6.31% 137% 67 20.9% 2
LCG
672
Luxor Capital Group
New York
$4.46B -$576M -11% 2.66% 131% 56 33.93% 1.3
LOAMU
673
Lombard Odier Asset Management (USA)
New York
$4.46B -$254M -5% 0.65% 96.8% 471 54.35% 0.7
ValueAct Holdings
674
ValueAct Holdings
California
$4.45B -$1.98B -31% 1.48% 78.7% 13 38.46% 2.6
Snyder Capital Management
675
Snyder Capital Management
California
$4.43B -$264M -6% 4.87% 82.7% 71 1.41% 6.5