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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)
Dai-ichi Life Insurance Company
926
Dai-ichi Life Insurance Company
Japan
$3.62B -$340M -9% 3.46% 128% 514 11.67% 5.2
BG
927
Bollard Group
Massachusetts
$3.61B -$151M -4% 3.48% 64.4% 307 7.17% 7.2
WAP
928
Wealthcare Advisory Partners
Pennsylvania
$3.6B +$90.9M +3% 0.3% 60.4% 941 13.18% 3
Valeo Financial Advisors
929
Valeo Financial Advisors
Indiana
$3.59B +$85.8M +2% 0.4% 82.7% 798 19.05% 3.4
EW
930
Evoke Wealth
California
$3.59B -$92M -2% 1.33% 65.2% 461 15.18% 0.6
MAMU
931
Marathon Asset Management (UK)
United Kingdom
$3.58B -$39.7M -1% 1.35% 80.8% 84 5.95% 4.1
TD Private Client Wealth
932
TD Private Client Wealth
New York
$3.58B +$98M +3% 0.14% 57% 1,361 9.48% 3.5
Stonehage Fleming Financial Services
933
Stonehage Fleming Financial Services
Jersey
$3.57B -$212M -6% 4.48% 74.9% 240 19.17% 2.3
First Horizon Advisors
934
First Horizon Advisors
Tennessee
$3.57B -$29.1M -0.8% 0.36% 55.2% 2,442 11.26% 4.4
MassMutual Private Wealth & Trust
935
MassMutual Private Wealth & Trust
Connecticut
$3.56B +$53.3M +2% 1.61% 90.4% 2,421 14.25% 3.2
Oversea-Chinese Banking Corp (OCBC)
936
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.56B -$38.1M -1% 4.29% 143% 459 37.25% 1
Close Asset Management
937
Close Asset Management
United Kingdom
$3.55B +$298M +9% 3.73% 114% 272 2.21% 3.6
BlueCrest Capital Management
938
BlueCrest Capital Management
Jersey
$3.55B +$1.68B +90% 4.03% 59.1% 122 54.1% 0.8
ACM
939
Argent Capital Management
Missouri
$3.54B -$70.1M -2% 1.72% 123% 165 11.52% 4.2
RFG Advisory
940
RFG Advisory
Alabama
$3.54B +$252M +8% 0.06% 52.3% 817 17.63% 2.9
Anchor Capital Advisors
941
Anchor Capital Advisors
Massachusetts
$3.51B -$257M -7% 2.42% 64.3% 257 10.89% 5.3
Nearwater Capital Markets
942
Nearwater Capital Markets
Ireland
$3.5B – – 9.11% – 78 – 0
Bain Capital Investors
943
Bain Capital Investors
Massachusetts
$3.5B -$327M -9% 1.47% 91.1% 5 0% 3.1
Global Retirement Partners
944
Global Retirement Partners
California
$3.49B +$181M +5% 2.17% – 3,833 13.2% 2.2
Horizon Investments
945
Horizon Investments
North Carolina
$3.49B -$283M -8% 0.41% 89.1% 936 18.48% 2.2
Harbour Investments
946
Harbour Investments
Wisconsin
$3.48B +$160M +5% 0.58% 62.7% 3,621 10.02% 2.6
Whitebox Advisors
947
Whitebox Advisors
Minnesota
$3.48B -$207M -6% 1.23% 24.2% 379 41.42% 1.3
Carnegie Investment Counsel
948
Carnegie Investment Counsel
Ohio
$3.48B +$86.8M +3% 7.38% 101% 488 11.68% 5.8
Grimes & Company
949
Grimes & Company
Massachusetts
$3.47B -$224M -6% 0.8% 66.2% 402 14.43% 4.9
Brighton Jones LLC
950
Brighton Jones LLC
Washington
$3.46B +$803M +30% 6.81% 97.9% 714 22.69% 3.4