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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)
Global Retirement Partners
751
Global Retirement Partners
California
$6.54B – – 17.6% – 4,515 – 2.7
Eastern Bank
752
Eastern Bank
Massachusetts
$6.53B +$707M +12% 19.2% 102% 1,199 24.1% 2.4
Sagespring Wealth Partners
753
Sagespring Wealth Partners
Tennessee
$6.51B +$1.02B +19% 16.4% – 878 13.55% 1.1
Curi RMB Capital
754
Curi RMB Capital
Illinois
$6.48B +$864M +15% 20% 81.4% 989 21.13% 3
Mondrian Investment Partners
755
Mondrian Investment Partners
United Kingdom
$6.48B -$202M -3% 1.73% – 123 26.02% 3.8
Montrusco Bolton Investments
756
Montrusco Bolton Investments
Quebec, Canada
$6.46B -$154M -2% 23.4% 101% 83 16.87% 3.6
Aequim Alternative Investments
757
Aequim Alternative Investments
California
$6.43B +$1.28B +25% 10.6% 32.3% 109 11.93% 1.1
Ruane, Cunniff & Goldfarb
758
Ruane, Cunniff & Goldfarb
New York
$6.43B +$399M +7% 15.7% 79.3% 54 7.41% 4.1
Confluence Investment Management
759
Confluence Investment Management
Missouri
$6.4B -$40.3M -0.6% 4.02% 37.7% 311 15.76% 4.7
RFG Advisory
760
RFG Advisory
Alabama
$6.4B +$957M +18% 12% 52.3% 1,200 19.75% 2.7
Mizuho Markets Americas
761
Mizuho Markets Americas
New York
$6.37B +$2.71B +74% 33.3% 121% 269 42.38% 0.7
Mesirow Financial Investment Management
762
Mesirow Financial Investment Management
Illinois
$6.37B +$190M +3% 11.5% 70% 553 10.85% 2
Energy Income Partners
763
Energy Income Partners
Connecticut
$6.36B +$144M +2% 0.89% 66.9% 92 9.78% 5.6
Perigon Wealth Management
764
Perigon Wealth Management
California
$6.36B +$843M +15% 15.5% 104% 1,499 16.41% 2.8
R.M. Davis Inc
765
R.M. Davis Inc
Maine
$6.34B +$706M +13% 17.9% 85.2% 288 7.99% 6.9
Great Valley Advisor Group
766
Great Valley Advisor Group
Delaware
$6.33B +$828M +15% 14.1% 73.9% 1,104 13.95% 3.1
Old Mission Capital
767
Old Mission Capital
Illinois
$6.31B +$4.22M +0.1% 14.7% 55.3% 1,503 56.82% 0.4
Axxcess Wealth Management
768
Axxcess Wealth Management
California
$6.28B +$3.16B +101% 13.4% 81.2% 1,065 66.2% 1
Susquehanna Portfolio Strategies
769
Susquehanna Portfolio Strategies
Pennsylvania
$6.27B -$454M -7% 17.1% – 1,098 36.79% 0.6
Danica Pension Livsforsikrings
770
Danica Pension Livsforsikrings
$6.26B +$928M +17% 27% – 184 11.41% 0.9
WIT LLC
771
WIT LLC
District of Columbia
$6.26B +$962M +18% 10.9% 48% 24 8.33% 2.6
Alpha Wave Global
772
Alpha Wave Global
New York
$6.24B +$5.45B +690% 4.73% 226% 28 39.29% 1.7
Diversified Trust
773
Diversified Trust
Tennessee
$6.24B +$848M +16% 14.8% 81.5% 1,214 21.75% 3.1
Robeco Schweiz
774
Robeco Schweiz
Switzerland
$6.23B +$1.51B +32% 38.9% 145% 135 13.33% 4.5
EQF
775
Evergreen Quality Fund
Cayman Islands
$6.2B +$1.83B +42% 116% – 60 61.67% 0.4