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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)
Homestead Advisers
801
Homestead Advisers
Virginia
$4.06B -$206M -5% 1.94% 92.1% 137 31.39% 4.1
HA
802
HHLR Advisors
Cayman Islands
$4.05B -$550M -12% 0.46% 137% 87 37.93% 1.6
Badgley Phelps Wealth Managers
803
Badgley Phelps Wealth Managers
Washington
$4.04B +$43.6M +1% 3.54% 88.7% 273 11.72% 2
SW
804
SVB Wealth
Massachusetts
$4.04B -$445M -10% 5.43% 170% 888 17.34% 4.4
Ancora Advisors
805
Ancora Advisors
Ohio
$4.04B -$364M -8% 0.67% 74.2% 2,051 16.28% 3.3
E. Ohman J:or Asset Management
806
E. Ohman J:or Asset Management
Sweden
$4.03B +$108M +3% 5.63% 110% 435 7.59% 5.2
SCA
807
Southpoint Capital Advisors
New York
$4.02B -$1.03B -20% 4.47% 124% 60 40% 1.3
Forvis Mazars Wealth Advisors
808
Forvis Mazars Wealth Advisors
Missouri
$4.01B +$71.4M +2% 1.76% 68.2% 415 10.12% 4.6
Signature Estate & Investment Advisors
809
Signature Estate & Investment Advisors
California
$4B +$458M +13% 2.45% 84.4% 509 66.6% 1.4
PH
810
Permira Holdings
Guernsey
$3.99B -$560M -12% 10.2% – 2 0% 0.5
Provida Pension Fund Administrator
811
Provida Pension Fund Administrator
Chile
$3.97B -$59.5M -1% 0.84% 48.1% 63 3.17% 3.6
Gulf International Bank (UK)
812
Gulf International Bank (UK)
United Kingdom
$3.97B -$5.31M -0.1% 5.7% 135% 667 3.15% 7.9
Trillium Asset Management
813
Trillium Asset Management
Massachusetts
$3.96B +$30.5M +0.8% 4.83% 81.7% 245 7.76% 6.1
Country Trust Bank
814
Country Trust Bank
Illinois
$3.96B +$101M +3% 3.91% 76.2% 406 30.79% 4.2
Exchange Traded Concepts
815
Exchange Traded Concepts
Oklahoma
$3.96B +$78.3M +2% 2.42% 159% 1,323 15.57% 1.9
Vaughan David Investments
816
Vaughan David Investments
Illinois
$3.95B -$69.5M -2% 0.68% 69.5% 226 9.73% 6.6
USAA
817
United Services Automobile Association
Texas
$3.95B -$121M -3% 1.62% 31.8% 474 10.55% 2.6
MG
818
Meritage Group
California
$3.94B -$310M -7% 5.04% 22.1% 76 46.05% 0.9
BRWA
819
B. Riley Wealth Advisors
Florida
$3.93B +$231M +6% 4.52% 118% 1,651 28.95% 3.8
Mill Creek Capital Advisors
820
Mill Creek Capital Advisors
Pennsylvania
$3.93B +$243M +7% 1.99% 50.3% 264 10.98% 1.2
Donald Smith & Co
821
Donald Smith & Co
New York
$3.92B -$379M -9% 0.07% 152% 65 7.69% 4.7
AG
822
Artal Group
Luxembourg
$3.92B -$2.46M -0.1% 11.9% 181% 132 31.06% 1.8
Equity Investment Corp
823
Equity Investment Corp
Georgia
$3.92B -$82.3M -2% 3.79% 43% 66 6.06% 3.5
RK Capital Management (Florida)
824
RK Capital Management (Florida)
Florida
$3.91B -$8.32B -68% 14.3% – 30 73.33% 0.1
Parallel Advisors
825
Parallel Advisors
California
$3.9B +$213M +6% 4.9% 109% 3,497 10.61% 4.3