We are live on ! Find out more

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)
FHB
876
First Hawaiian Bank
Hawaii
$2.94B -$122M -4% 2.74% 72.7% 895 8.49% 3.4
Badgley Phelps Wealth Managers
877
Badgley Phelps Wealth Managers
Washington
$2.94B -$91.3M -3% 2.93% 88.7% 241 8.3% 1.5
Axxcess Wealth Management
878
Axxcess Wealth Management
California
$2.93B +$1.55B +112% 2.99% 73.6% 857 38.16% 0.9
Barings
879
Barings
North Carolina
$2.93B -$27.3M -0.9% 1.37% 58.3% 182 26.92% 4
Valley Forge Capital Management
880
Valley Forge Capital Management
Florida
$2.93B -$18.4M -0.6% 0.05% 49% 8 0% 5.1
Dorsal Capital Management
881
Dorsal Capital Management
California
$2.93B +$26.7M +0.9% 3.25% 99.6% 28 32.14% 1.3
Curi RMB Capital
882
Curi RMB Capital
Illinois
$2.92B -$121M -4% 2.51% 81.4% 521 7.68% 4.2
CC
883
Cannell & Co
New York
$2.92B -$88M -3% 0.56% 51.6% 279 13.26% 5.5
SP
884
Summit Partners
Massachusetts
$2.92B +$1.54B +111% 1.52% 13.7% 11 9.09% 3.6
ROIC
885
Route One Investment Company
California
$2.91B +$80.5M +3% 5.55% 80.9% 16 12.5% 4.5
Donald Smith & Co
886
Donald Smith & Co
New York
$2.91B +$2.34M +0.1% 2.71% 152% 65 9.23% 4.6
Hamlin Capital Management
887
Hamlin Capital Management
New York
$2.91B -$78.1M -3% 2.34% 67.9% 26 0% 3.6
PP
888
Paloma Partners
Connecticut
$2.89B +$100M +4% 2.26% 314% 971 54.17% 0.6
Wilbanks Smith & Thomas Asset Management
889
Wilbanks Smith & Thomas Asset Management
Virginia
$2.89B -$138M -5% 3.15% 25.2% 536 12.13% 4.8
Kentucky Retirement Systems
890
Kentucky Retirement Systems
Kentucky
$2.88B -$110M -4% 2.81% 137% 506 1.38% 8.2
Bank Pictet & Cie (Europe)
891
Bank Pictet & Cie (Europe)
Germany
$2.87B -$74.5M -3% 2.37% 99.4% 279 8.24% 2.4
Mizuho Markets Americas
892
Mizuho Markets Americas
New York
$2.86B +$1.33B +87% 2.95% 121% 175 81.14% 0.3
AMG National Trust Bank
893
AMG National Trust Bank
Colorado
$2.86B -$135M -5% 4.12% 61.4% 457 12.04% 3.9
JGC
894
J. Goldman & Co
New York
$2.85B +$102M +4% 1.98% 106% 535 66.73% 0.5
Ethic Inc
895
Ethic Inc
New York
$2.85B +$153M +6% 2.46% 130% 1,081 16.93% 1.8
Kohlberg Kravis Roberts & Co
896
Kohlberg Kravis Roberts & Co
New York
$2.85B -$380M -12% 17.6% 314% 79 7.59% 1.3
SCM
897
Segantii Capital Management
Hong Kong
$2.85B +$927M +48% 6.48% 33.1% 240 51.25% 0.9
AG
898
Atairos Group
Pennsylvania
$2.84B -$96.6M -3% 12.1% 27.9% 4 0% 2.8
EW
899
Evoke Wealth
California
$2.84B -$36.7M -1% 4.23% 65.2% 406 18.72% 2.7
Bleakley Financial Group
900
Bleakley Financial Group
New Jersey
$2.84B -$368M -11% 2.74% 93.8% 970 13.4% 0.7