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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)
Members Trust
926
Members Trust
Florida
$3.3B -$55.9M -2% 0.09% 31.5% 122 7.38% 2.4
MassMutual Private Wealth & Trust
927
MassMutual Private Wealth & Trust
Connecticut
$3.3B +$82.2M +3% 2.87% 90.4% 2,290 15.41% 3.1
Fort Pitt Capital Group
928
Fort Pitt Capital Group
Pennsylvania
$3.29B +$48.2M +1% 0.42% 42.1% 126 7.14% 5.8
SFM
929
Systematic Financial Management
New Jersey
$3.29B -$291M -8% 2.59% 120% 254 3.15% 6.6
First Horizon Advisors
930
First Horizon Advisors
Tennessee
$3.29B +$54.6M +2% 1.51% 55.2% 2,429 10.87% 4.1
MSL
931
Mackay Shields LLC
New York
$3.29B -$318M -9% 0.02% 8.26% 142 7.75% 2.5
Apollon Wealth Management
932
Apollon Wealth Management
South Carolina
$3.28B +$108M +3% 3.45% 87.5% 1,181 12.53% 1.9
Capital International Sarl
933
Capital International Sarl
California
$3.28B +$259M +9% 5.45% 149% 280 16.43% 3
NI
934
Nuance Investments
Missouri
$3.27B -$540M -14% 5.38% 3.13% 55 23.64% 2.4
EC
935
EcoR1 Capital
California
$3.27B -$685M -17% 12.4% 310% 65 24.62% 1.8
NIG
936
NFJ Investment Group
Texas
$3.26B -$404M -11% 3.08% 80.7% 262 14.12% 1.6
Facet Wealth Inc
937
Facet Wealth Inc
Maryland
$3.26B +$290M +10% 1.37% 48.1% 147 21.77% 1.5
SGI
938
Swan Global Investments
Colorado
$3.25B +$45.2M +1% 3.13% 62.5% 43 11.63% 4.7
ACR Alpine Capital Research
939
ACR Alpine Capital Research
Missouri
$3.24B -$60.1M -2% 2.82% 58.1% 40 15% 4.9
Associated Banc-Corp
940
Associated Banc-Corp
Wisconsin
$3.22B +$60.5M +2% 3.3% 88.8% 327 7.65% 7.2
Sumitomo Mitsui Financial Group
941
Sumitomo Mitsui Financial Group
Japan
$3.22B -$13.7M -0.4% 1.17% 55.6% 191 17.8% 3.4
KCM
942
Kensico Capital Management
Connecticut
$3.21B +$173M +6% 6.34% 304% 30 36.67% 2.5
Carnegie Investment Counsel
943
Carnegie Investment Counsel
Ohio
$3.21B -$5.06M -0.2% 2.96% 101% 510 11.57% 5.5
SONA Asset Management (US)
944
SONA Asset Management (US)
New York
$3.2B +$216M +7% 0.7% 41% 91 41.76% 0.3
WAP
945
Wealthcare Advisory Partners
Pennsylvania
$3.2B +$151M +5% 1.74% 60.4% 868 13.48% 2.9
Valeo Financial Advisors
946
Valeo Financial Advisors
Indiana
$3.2B +$409M +15% 2.95% 82.7% 726 14.74% 3.4
Global Retirement Partners
947
Global Retirement Partners
California
$3.19B +$512M +19% 2.71% – 3,685 11.8% 1.9
MAMU
948
Marathon Asset Management (UK)
United Kingdom
$3.19B -$554M -15% 1.89% 80.8% 88 9.09% 4.1
B
949
Braidwell
Connecticut
$3.19B +$85M +3% 7.84% 96.5% 85 31.76% 0.7
Cassaday & Co Wealth Management
950
Cassaday & Co Wealth Management
Virginia
$3.18B +$104M +3% 2.77% 70% 319 16.3% 1.2