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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)
Northwest & Ethical Investments
901
Northwest & Ethical Investments
Ontario, Canada
$3.69B +$4.63M +0.1% 0.36% 78.1% 543 23.02% 3.5
RPOA Advisors
902
RPOA Advisors
Texas
$3.68B -$22.7M -0.6% 1.27% 43.4% 8 0% 1.3
Troy Asset Management
903
Troy Asset Management
United Kingdom
$3.65B +$618M +20% 2.31% 66.6% 37 27.03% 4.7
Meritage Group
904
Meritage Group
California
$3.64B -$556M -13% 7.59% 22.1% 23 39.13% 1.7
MIRAE ASSET SECURITIES (USA) INC.
905
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.63B +$313M +9% 5.28% – 274 68.98% 0.2
TD Private Client Wealth
906
TD Private Client Wealth
New York
$3.63B +$55.1M +2% 0.44% 61.6% 1,494 17.4% 3.3
Lindsell Train
907
Lindsell Train
United Kingdom
$3.61B -$387M -10% 2.45% 48.9% 30 10% 5.8
NEPC LLC
908
NEPC LLC
Massachusetts
$3.61B -$113M -3% 1.49% 21.3% 50 12% 2.7
Bowen Hanes & Co
909
Bowen Hanes & Co
Florida
$3.59B -$135M -4% 0.97% 134% 159 13.21% 6.6
Valeo Financial Advisors
910
Valeo Financial Advisors
Indiana
$3.59B -$7.5M -0.2% 2.08% 82.7% 792 18.81% 3.8
DRW Securities
911
DRW Securities
Illinois
$3.59B +$666M +23% 4.15% 96.2% 871 66.48% 0.6
AMG National Trust Bank
912
AMG National Trust Bank
Colorado
$3.58B -$62.1M -2% 1.42% 61.4% 467 9.85% 4.6
Summit Financial
913
Summit Financial
New Jersey
$3.57B +$716M +25% 0.8% 81.8% 742 19.14% 1.6
Turtle Creek Asset Management
914
Turtle Creek Asset Management
Ontario, Canada
$3.56B -$290M -8% 9.63% 2.37% 38 0% 4
Metis Global Partners
915
Metis Global Partners
California
$3.56B +$238M +7% 1.33% 117% 816 6.62% 2.4
Cassaday & Co Wealth Management
916
Cassaday & Co Wealth Management
Virginia
$3.56B -$109M -3% 2.44% 78.9% 338 11.54% 1.7
First Horizon Advisors
917
First Horizon Advisors
Tennessee
$3.55B -$20M -0.6% 0.06% 55.2% 2,432 11.02% 4.5
Chicago Capital
918
Chicago Capital
Illinois
$3.54B -$231M -6% 3% 137% 355 14.93% 3.6
HHLR Advisors
919
HHLR Advisors
Cayman Islands
$3.54B +$652M +23% 24.1% 137% 56 32.14% 2.3
Annex Advisory Services
920
Annex Advisory Services
Wisconsin
$3.53B +$208M +6% 0.27% 85.8% 337 16.02% 3.5
Oversea-Chinese Banking Corp (OCBC)
921
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.52B -$40.9M -1% 4.01% 143% 441 32.65% 1.1
Nearwater Capital Markets
922
Nearwater Capital Markets
Ireland
$3.51B +$10.7M +0.3% 3.11% – 99 31.31% 0.2
Systematic Financial Management
923
Systematic Financial Management
New Jersey
$3.51B -$419M -11% 7.23% 120% 254 4.72% 7.2
WIT LLC
924
WIT LLC
District of Columbia
$3.51B +$389M +12% 2.19% 48% 14 7.14% 2.8
Harbour Investments
925
Harbour Investments
Wisconsin
$3.5B +$13.8M +0.4% 1.96% 62.7% 3,698 9.65% 2.7