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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)
Perigon Wealth Management
926
Perigon Wealth Management
California
$3.06B +$591M +24% 11.2% 93.8% 884 17.99% 2.6
BCIM
927
Black Creek Investment Management
Ontario, Canada
$3.05B +$305M +11% 10.9% 11.1% 41 14.63% 4.5
MC
928
Martin Currie
United Kingdom
$3.05B +$253M +9% 12.2% 114% 52 13.46% 3.6
Fort Pitt Capital Group
929
Fort Pitt Capital Group
Pennsylvania
$3.05B +$382M +14% 13.1% 42.1% 131 9.92% 5.2
Atreides Management
930
Atreides Management
Massachusetts
$3.04B -$14.8M -0.5% 8.69% 229% 47 61.7% 0.7
PAR Capital Management
931
PAR Capital Management
Massachusetts
$3.04B +$371M +14% 21.9% 138% 51 25.49% 3.2
Itau Unibanco Holding S.A.
932
Itau Unibanco Holding S.A.
Brazil
$3.04B +$777M +34% 16% 105% 554 49.1% 1.3
Granahan Investment Management
933
Granahan Investment Management
Massachusetts
$3.03B +$221M +8% 18.5% 265% 200 18.5% 3
CM
934
Cercano Management
Washington
$3.03B +$214M +8% 16% 101% 116 30.17% 0.7
Spire Wealth Management
935
Spire Wealth Management
Virginia
$3.03B +$400M +15% 10.9% 101% 2,505 12.1% 2
First Horizon Advisors
936
First Horizon Advisors
Tennessee
$3.02B +$261M +9% 10.5% 55.2% 2,531 10.87% 3.7
Stonegate Investment Group
937
Stonegate Investment Group
Alabama
$3.02B +$271M +10% 9.66% 88.8% 361 11.91% 1.5
Summit Trail Advisors
938
Summit Trail Advisors
New York
$3.02B +$304M +11% 8.07% 74.8% 598 14.88% 1.6
Grimes & Company
939
Grimes & Company
Massachusetts
$3.02B +$434M +17% 9.6% 66.2% 338 12.43% 4.7
Prospera Financial Services
940
Prospera Financial Services
Texas
$3.02B +$434M +17% 10.1% 97.4% 1,133 18.45% 2.6
Bridges Investment Management
941
Bridges Investment Management
Nebraska
$3.02B +$201M +7% 10.8% 77.9% 205 4.39% 6.5
Empirical Wealth Management
942
Empirical Wealth Management
Washington
$3.01B +$458M +18% 9.24% 78.8% 517 13.15% 3.6
LFCM
943
Long Focus Capital Management
Puerto Rico
$3.01B +$211M +8% 9.95% 120% 121 13.22% 1.4
AG
944
Artal Group
Luxembourg
$3.01B +$676M +29% 51.2% 181% 119 32.77% 2.3
Sessa Capital
945
Sessa Capital
New York
$3B -$748M -20% 12.6% 147% 32 34.38% 1.6
Deep Track Capital
946
Deep Track Capital
Connecticut
$2.99B +$404M +16% 25.9% 440% 78 42.31% 0.8
MassMutual Private Wealth & Trust
947
MassMutual Private Wealth & Trust
Connecticut
$2.98B +$273M +10% 10.9% 90.4% 2,184 18.32% 2.9
Diversified Trust
948
Diversified Trust
Tennessee
$2.97B +$331M +13% 11.4% 81.5% 962 22.77% 2.8
OFI Invest Asset Management
949
OFI Invest Asset Management
France
$2.97B +$200M +7% 12.1% – 310 18.71% 0.4
Quilter Plc
950
Quilter Plc
United Kingdom
$2.96B -$22.4B -88% 12.7% 110% 239 56.07% 3.5