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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)
Capital Investment Advisors
651
Capital Investment Advisors
Georgia
$6.84B +$271M +4% 2.06% 56.6% 785 10.96% 5.3
CLA (CliftonLarsonAllen) Wealth Advisors
652
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.83B +$212M +3% 1.18% 45.9% 232 14.22% 3.1
Principal Securities
653
Principal Securities
Iowa
$6.82B +$336M +5% 1.56% – 1,483 14.16% 1.9
Cantor Fitzgerald
654
Cantor Fitzgerald
New York
$6.78B +$185M +3% 5.69% 373% 319 52.98% 0.5
Crossmark Global Holdings
655
Crossmark Global Holdings
Texas
$6.77B -$204M -3% 0.34% 112% 1,299 10.78% 6.5
Jericho Capital Asset Management
656
Jericho Capital Asset Management
New York
$6.76B -$2.01B -23% 1.09% 573% 31 45.16% 1.1
CBRE Investment Management Listed Real Assets
657
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.75B -$65M -1% 7.05% 35.2% 105 16.19% 4.2
Tocqueville Asset Management
658
Tocqueville Asset Management
New York
$6.74B -$112M -2% 2.11% 122% 603 13.1% 6.2
Apella Capital
659
Apella Capital
Connecticut
$6.74B +$1.68B +33% 0.59% 48.6% 696 25.29% 2
Slate Path Capital
660
Slate Path Capital
New York
$6.73B -$681M -9% 4.23% 394% 61 44.26% 0.8
Susquehanna Portfolio Strategies
661
Susquehanna Portfolio Strategies
Pennsylvania
$6.73B +$249M +4% 8.4% – 1,120 25.89% 0.6
BHM
662
Briar Hall Management
Tennessee
$6.72B +$358M +6% 5.68% 8.12% 1 0% 8.3
F.L. Putnam Investment Management
663
F.L. Putnam Investment Management
Massachusetts
$6.71B -$163M -2% 1.02% 95.6% 623 14.13% 4.6
MUFG Securities EMEA
664
MUFG Securities EMEA
United Kingdom
$6.7B -$1.92B -22% 0.46% 114% 595 12.1% 0.9
ACR Alpine Capital Research
665
ACR Alpine Capital Research
Missouri
$6.7B +$285M +4% 5.07% 58.1% 38 15.79% 5.4
Mondrian Investment Partners
666
Mondrian Investment Partners
United Kingdom
$6.69B +$624M +10% 2.06% – 108 10.19% 4.1
Thoma Bravo
667
Thoma Bravo
Illinois
$6.65B -$3.52B -35% 34.7% 13.3% 3 0% 2.3
PBU - The Pension Fund of Early Childhood & Youth Educators
668
PBU - The Pension Fund of Early Childhood & Youth Educators
$6.65B -$293M -4% 2.11% – 220 20% 0.2
Algert Global
669
Algert Global
California
$6.65B +$233M +4% 7.51% 194% 1,376 36.19% 1.2
Sapient Capital
670
Sapient Capital
Indiana
$6.63B -$494M -7% 6.92% 212% 486 23.05% 1.5
Cincinnati Insurance
671
Cincinnati Insurance
Ohio
$6.62B +$71.3M +1% 2.26% 60.1% 65 9.23% 8.5
Montrusco Bolton Investments
672
Montrusco Bolton Investments
Quebec, Canada
$6.61B -$1.42B -18% 5.98% 101% 80 18.75% 3.8
Aware Super
673
Aware Super
Australia
$6.6B – – 2.99% – 235 – 1.7
Northwestern Mutual Investment Management Company
674
Northwestern Mutual Investment Management Company
Wisconsin
$6.6B -$1.97B -23% 0.52% 73.8% 894 4.14% 8.1
Hantz Financial Services
675
Hantz Financial Services
Michigan
$6.56B -$231M -3% 0.42% 63.5% 2,689 11.12% 2.2