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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)
OneDigital Investment Advisors
851
OneDigital Investment Advisors
Kansas
$2.7B +$369M +16% 4.54% 57.3% 809 18.91% 2.5
PAR Capital Management
852
PAR Capital Management
Massachusetts
$2.7B -$286M -10% 0.71% 138% 47 25.53% 2.8
SAM
853
Scopus Asset Management
New York
$2.7B +$880M +48% 5.26% 130% 259 71.04% 0.5
W
854
Wealthsimple
Ontario, Canada
$2.69B -$172M -6% 7.11% – 39 12.82% 0.6
Curi RMB Capital
855
Curi RMB Capital
Illinois
$2.68B -$221M -8% 3.72% 81.4% 496 12.1% 3.9
Sachem Head Capital Management
856
Sachem Head Capital Management
New York
$2.68B -$637M -19% 11.7% 172% 24 29.17% 1
Raymond James Trust
857
Raymond James Trust
Florida
$2.68B -$112M -4% 5.37% 41.3% 1,136 10.74% 4.6
RiverFront Investment Group
858
RiverFront Investment Group
Virginia
$2.67B +$5.01M +0.2% 5.35% 57.1% 102 16.67% 2.5
AMG National Trust Bank
859
AMG National Trust Bank
Colorado
$2.66B -$25.5M -0.9% 5.84% 61.4% 462 13.42% 3.2
W.H. Reaves & Co
860
W.H. Reaves & Co
New Jersey
$2.66B -$254M -9% 8.05% 111% 71 9.86% 4.7
Marshfield Associates
861
Marshfield Associates
District of Columbia
$2.66B +$8.76M +0.3% 0.27% 59.7% 19 0% 6.4
HCM
862
HMI Capital Management
California
$2.66B +$165M +7% 5.02% 5.95% 15 6.67% 1.2
Catalyst Capital Advisors
863
Catalyst Capital Advisors
New York
$2.65B +$261M +11% 4.45% 62.7% 356 10.96% 2.9
Scharf Investments
864
Scharf Investments
California
$2.65B -$279M -10% 7.97% 55% 52 9.62% 3.2
Elo Mutual Pension Insurance
865
Elo Mutual Pension Insurance
Finland
$2.65B -$322M -11% 5.22% 117% 474 4.01% 1.6
Lazard Frères Gestion
866
Lazard Frères Gestion
France
$2.64B -$138M -5% 5.8% 77.6% 75 14.67% 1.3
ROIC
867
Route One Investment Company
California
$2.64B -$118M -4% 0.22% 80.9% 15 0% 4.5
Vestcor Inc
868
Vestcor Inc
New Brunswick, Canada
$2.64B -$46.3M -2% 3.24% 101% 1,497 15.36% 1.6
Glenview Trust
869
Glenview Trust
Kentucky
$2.64B -$83M -3% 4.97% 99.2% 421 8.31% 4.8
Balentine LLC
870
Balentine LLC
Georgia
$2.63B -$94M -3% 4.84% 59.8% 741 31.98% 1.3
Moneta Group Investment Advisors
871
Moneta Group Investment Advisors
Missouri
$2.63B -$304M -10% 5.65% 64% 476 10.71% 3.2
Sigma Planning Corp
872
Sigma Planning Corp
Michigan
$2.62B -$254M -9% 4.66% 87.3% 1,363 12.99% 3.6
Hood River Capital Management
873
Hood River Capital Management
Florida
$2.62B +$99.5M +4% 11.2% 696% 147 36.05% 1.1
Equity Investment Corp
874
Equity Investment Corp
Georgia
$2.61B -$93.4M -3% 7.18% 43% 61 21.31% 2.8
CC
875
Cannell & Co
New York
$2.61B -$176M -6% 3.98% 51.6% 278 8.99% 5.2