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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)
Peregrine Capital Management
801
Peregrine Capital Management
Minnesota
$3.35B -$326M -9% 2.76% 95% 330 6.67% 3.1
SAM
802
Securian Asset Management
Minnesota
$3.35B -$546M -14% 2.75% 104% 956 4.92% 7.6
Scharf Investments
803
Scharf Investments
California
$3.35B +$12.3M +0.4% 1.09% 55% 54 14.81% 3.6
Vanguard Personalized Indexing Management
804
Vanguard Personalized Indexing Management
California
$3.35B +$81M +2% 1.98% 147% 1,575 12.7% 1.8
Picton Mahoney Asset Management
805
Picton Mahoney Asset Management
Ontario, Canada
$3.34B +$1.02B +44% 2.86% 210% 551 43.92% 1.4
CFM
806
Coronation Fund Managers
South Africa
$3.33B -$385M -10% 1.2% 47.5% 192 16.67% 1.5
IP
807
Interval Partners
New York
$3.33B +$555M +20% 1.96% 106% 385 61.04% 0.6
Mizuho Securities USA
808
Mizuho Securities USA
New York
$3.33B +$308M +10% 2.53% 99% 272 47.43% 0.4
WestEnd Advisors
809
WestEnd Advisors
North Carolina
$3.33B -$68M -2% 4.27% 59.9% 301 86.05% 0
Trillium Asset Management
810
Trillium Asset Management
Massachusetts
$3.32B -$249M -7% 5.7% 81.7% 228 5.26% 6
Forvis Mazars Wealth Advisors
811
Forvis Mazars Wealth Advisors
Missouri
$3.31B -$98.9M -3% 3.5% 68.2% 414 8.7% 4.3
Vaughan David Investments
812
Vaughan David Investments
Illinois
$3.3B -$120M -4% 3.73% 69.5% 206 5.34% 6.4
GP
813
Galileo PTC
British Virgin Islands
$3.29B -$965M -23% 4.01% 82.7% 8 12.5% 2
Horizon Investments
814
Horizon Investments
North Carolina
$3.29B -$189M -5% 3.24% 89.1% 836 13.88% 1.4
Tidal Investments
815
Tidal Investments
Wisconsin
$3.29B -$115M -3% 2.96% 208% 1,463 22.35% 1.6
InterOcean Capital Group
816
InterOcean Capital Group
Tennessee
$3.27B +$83.4M +3% 2.65% 40.8% 500 16.4% 1.6
Aspex Management (HK)
817
Aspex Management (HK)
Hong Kong
$3.25B -$189M -5% 1.52% 209% 33 18.18% 1.4
Foundations Investment Advisors
818
Foundations Investment Advisors
Arizona
$3.25B +$227M +8% 2.43% 80.9% 688 23.84% 1.4
Miracle Mile Advisors
819
Miracle Mile Advisors
California
$3.24B -$46.5M -1% 2.55% 56% 518 10.04% 2.6
Elo Mutual Pension Insurance
820
Elo Mutual Pension Insurance
Finland
$3.24B -$154M -5% 2.47% 117% 483 5.38% 2.3
ORAM
821
One River Asset Management
Connecticut
$3.23B +$2.36B +272% 4.52% 24% 338 23.08% 0.6
Vident Advisory
822
Vident Advisory
Georgia
$3.23B – – 1% 164% 1,252 – 0
MAMU
823
Marathon Asset Management (UK)
United Kingdom
$3.22B -$339M -10% 3.02% 80.8% 89 3.37% 3.9
Kayne Anderson Capital Advisors
824
Kayne Anderson Capital Advisors
California
$3.22B -$102M -3% 1.48% 83% 102 24.51% 3.6
W.K. Kellogg Foundation Trust
825
W.K. Kellogg Foundation Trust
Michigan
$3.21B -$474M -13% 11.7% 25.5% 1 0% 10.3