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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)
ROIC
926
Route One Investment Company
California
$2.69B +$480M +22% 16.1% 80.9% 15 13.33% 4.6
PCM
927
Polaris Capital Management
Massachusetts
$2.68B -$192M -7% 1.32% 94.3% 99 7.07% 3.9
ARGA Investment Management
928
ARGA Investment Management
Connecticut
$2.68B +$332M +14% 13.5% 78.1% 129 13.18% 1.7
ACM
929
AEW Capital Management
Massachusetts
$2.68B +$122M +5% 4.42% 37.1% 49 10.2% 2.9
Stonegate Investment Group
930
Stonegate Investment Group
Alabama
$2.67B +$350M +15% 4.28% 88.8% 370 15.14% 0.9
SSM
931
Sound Shore Management
Connecticut
$2.66B -$2.43M -0.1% 5.54% 91.4% 42 33.33% 1.8
Moran Wealth Management
932
Moran Wealth Management
Florida
$2.64B +$9.5M +0.4% 4.08% 107% 385 19.74% 0.2
Valley Forge Capital Management
933
Valley Forge Capital Management
Florida
$2.64B +$178M +7% 9.86% 49% 10 10% 4.9
Destination Wealth Management
934
Destination Wealth Management
California
$2.64B +$125M +5% 5.92% 52.7% 225 14.67% 4.4
Sessa Capital
935
Sessa Capital
New York
$2.64B +$1.01B +62% 20.8% 147% 49 57.14% 1
NewEdge Wealth
936
NewEdge Wealth
Pennsylvania
$2.63B +$312M +13% 6.86% 98.9% 649 22.65% 1.1
Chartwell Investment Partners
937
Chartwell Investment Partners
Pennsylvania
$2.63B +$95.3M +4% 6.89% 57.2% 439 14.81% 3.5
TCM
938
Tekla Capital Management
Massachusetts
$2.63B -$21.2M -0.8% 0.34% 62.5% 190 16.32% 3.9
MassMutual Private Wealth & Trust
939
MassMutual Private Wealth & Trust
Connecticut
$2.62B +$185M +8% 7.23% 90.4% 1,968 17.73% 2.6
Fidelity National Financial
940
Fidelity National Financial
Florida
$2.61B -$146M -5% 5.43% 2.54% 37 21.62% 3.3
PWLP
941
Prio Wealth Limited Partnership
Massachusetts
$2.61B +$115M +5% 11.3% 60% 257 8.17% 6.7
Stock Yards Bank & Trust
942
Stock Yards Bank & Trust
Kentucky
$2.61B +$60.9M +2% 5.17% 82.8% 424 7.55% 4.2
GW & Wade
943
GW & Wade
Massachusetts
$2.6B +$161M +7% 5.22% 32.2% 394 7.87% 4.2
Fort Pitt Capital Group
944
Fort Pitt Capital Group
Pennsylvania
$2.6B +$146M +6% 7.12% 42.1% 142 21.13% 5
PRO
945
Pensioenfonds Rail & OV
Netherlands
$2.59B +$338M +15% 7.14% 16.9% 39 12.82% 6.6
AGA
946
Altrinsic Global Advisors
Connecticut
$2.58B +$238M +10% 1.24% 45% 50 12% 4.5
Modera Wealth Management
947
Modera Wealth Management
New Jersey
$2.58B +$118M +5% 5.8% 68.2% 370 8.38% 3.2
SCA
948
Snowden Capital Advisors
New York
$2.57B +$187M +8% 8.34% 100% 1,202 10.57% 2.7
FP
949
Flagship Pioneering
Massachusetts
$2.57B -$559M -18% 11.4% 13.3% 12 8.33% 3.8
Diversified Trust
950
Diversified Trust
Tennessee
$2.57B +$168M +7% 6.51% 81.5% 935 27.06% 2.6