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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)
GW & Wade
951
GW & Wade
Massachusetts
$2.75B +$150M +6% 5.77% 32.2% 404 12.62% 4.3
J. Goldman & Co
952
J. Goldman & Co
New York
$2.75B +$282M +11% 9.16% 106% 537 67.23% 0.4
Citizens Financial Group
953
Citizens Financial Group
Rhode Island
$2.75B +$15.7M +0.6% 6.42% 83.7% 477 25.79% 4.1
Diversified Trust
954
Diversified Trust
Tennessee
$2.74B +$171M +7% 6.66% 81.5% 916 20.31% 2.7
Stonehage Fleming Financial Services
955
Stonehage Fleming Financial Services
Jersey
$2.74B +$1.17B +75% 10.6% 74.9% 243 45.68% 2.4
Vestcor Inc
956
Vestcor Inc
New Brunswick, Canada
$2.74B -$576K -0% 6.35% 101% 1,259 18.11% 2.3
Stock Yards Bank & Trust
957
Stock Yards Bank & Trust
Kentucky
$2.74B +$128M +5% 7.07% 82.8% 408 4.17% 4.5
Susquehanna Fundamental Investments
958
Susquehanna Fundamental Investments
Pennsylvania
$2.74B -$1.55B -36% 8.02% – 941 32.84% 1.5
Slate Path Capital
959
Slate Path Capital
New York
$2.73B +$605M +28% 5.97% 394% 51 19.61% 1.4
Fort Pitt Capital Group
960
Fort Pitt Capital Group
Pennsylvania
$2.72B +$121M +5% 9.33% 42.1% 123 7.32% 5.2
W.H. Reaves & Co
961
W.H. Reaves & Co
New Jersey
$2.71B -$65.2M -2% 0.88% 111% 69 5.8% 5.1
Sound Shore Management
962
Sound Shore Management
Connecticut
$2.71B +$55.7M +2% 5.63% 91.4% 39 15.38% 1.9
Jump Financial
963
Jump Financial
Illinois
$2.71B +$256M +10% 5.93% 125% 2,298 58.09% 0.4
Spire Wealth Management
964
Spire Wealth Management
Virginia
$2.71B +$141M +5% 6.84% 101% 2,579 11.83% 1.7
Carnegie Investment Counsel
965
Carnegie Investment Counsel
Ohio
$2.7B +$195M +8% 9.25% 112% 518 6.95% 4.8
Summit Partners Public Asset Management
966
Summit Partners Public Asset Management
Massachusetts
$2.7B +$269M +11% 17.9% 1,167% 179 68.16% 0.5
Ethic Inc
967
Ethic Inc
New York
$2.7B +$232M +9% 8.88% 130% 1,040 14.71% 1.7
EULAV Asset Management
968
EULAV Asset Management
Florida
$2.68B +$147M +6% 8.65% 90.7% 195 5.64% 5.7
Pensioenfonds Rail & OV
969
Pensioenfonds Rail & OV
Netherlands
$2.68B +$94.3M +4% 4.47% 16.9% 37 0% 6.8
Destination Wealth Management
970
Destination Wealth Management
California
$2.68B +$43.3M +2% 4.83% 52.7% 230 12.61% 4.8
Moran Wealth Management
971
Moran Wealth Management
Florida
$2.66B +$21.2M +0.8% 3.99% 107% 431 29.47% 0.4
Polaris Capital Management
972
Polaris Capital Management
Massachusetts
$2.66B -$17.1M -0.6% 1.26% 94.4% 97 7.22% 4.1
Hartford Investment Management Co (HIMCO)
973
Hartford Investment Management Co (HIMCO)
Connecticut
$2.66B -$277M -9% 9.98% 132% 519 2.12% 8.1
Aequim Alternative Investments
974
Aequim Alternative Investments
California
$2.66B -$487M -15% 4.08% 32.3% 113 11.5% 0.8
Ameritas Investment Partners
975
Ameritas Investment Partners
Nebraska
$2.66B +$133M +5% 8.64% 120% 3,322 15.89% 5.1