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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
DWM
926
Destination Wealth Management
California
$2.64B +$125M +5% 5.92% 43.9% 225 14.67%
SC
927
Sessa Capital
New York
$2.64B +$1.01B +62% 20.8% 78.7% 49 57.14%
NW
928
NewEdge Wealth
Pennsylvania
$2.63B +$312M +13% 6.86% 79.3% 649 22.65%
CIP
929
Chartwell Investment Partners
Pennsylvania
$2.63B +$95.3M +4% 6.89% 57.2% 439 14.81%
TCM
930
Tekla Capital Management
Massachusetts
$2.63B -$21.2M -0.8% 0.34% 62.5% 190 16.32%
MPWT
931
MassMutual Private Wealth & Trust
Connecticut
$2.62B +$185M +8% 7.23% 77.9% 1,968 17.73%
FNF
932
Fidelity National Financial
Florida
$2.61B -$146M -5% 5.43% 27.4% 37 21.62%
PWLP
933
Prio Wealth Limited Partnership
Massachusetts
$2.61B +$115M +5% 11.3% 60% 257 8.17%
SYBT
934
Stock Yards Bank & Trust
Kentucky
$2.61B +$60.9M +2% 5.17% 70.2% 424 7.55%
GW
935
GW & Wade
Massachusetts
$2.6B +$161M +7% 5.22% 32.2% 394 7.87%
FPCG
936
Fort Pitt Capital Group
Pennsylvania
$2.6B +$146M +6% 7.12% 42.1% 142 21.13%
PRO
937
Pensioenfonds Rail & OV
Netherlands
$2.59B +$337M +15% 6.73% 28.1% 37 2.7%
AGA
938
Altrinsic Global Advisors
Connecticut
$2.58B +$238M +10% 1.24% 44.3% 50 12%
MWM
939
Modera Wealth Management
New Jersey
$2.58B +$118M +5% 5.8% 57.5% 370 8.38%
SCA
940
Snowden Capital Advisors
New York
$2.57B +$187M +8% 8.34% 84.2% 1,202 10.57%
FP
941
Flagship Pioneering
Massachusetts
$2.57B -$559M -18% 11.4% 39.2% 12 8.33%
DT
942
Diversified Trust
Tennessee
$2.57B +$168M +7% 6.51% 81.5% 935 27.06%
SWM
943
Spire Wealth Management
Virginia
$2.57B +$790M +44% 7.78% 101% 2,641 19.5%
DIG
944
DeepCurrents Investment Group
New York
$2.57B -$8.54M -0.3% 0.45% 13.1% 202 35.15%
HCM
945
HMI Capital Management
California
$2.56B +$221M +9% 11.5% 6.02% 15 20%
BFM
946
Boston Financial Management
Massachusetts
$2.56B +$68.6M +3% 7.47% 30.1% 332 10.84%
E
947
Ergoteles
New York
$2.56B -$165M -6% 3.98% 76.4% 2,032 72.64%
EOJOAM
948
E. Ohman J:or Asset Management
Sweden
$2.55B +$262M +11% 12.3% 110% 441 8.39%
GC
949
GMT Capital
Georgia
$2.55B +$384M +18% 13% 172% 100 54%
DP
950
Dearborn Partners
Illinois
$2.54B +$64.4M +3% 3.89% 44.3% 255 9.02%