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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)
Modern Wealth Management
1001
Modern Wealth Management
Kansas
$3.13B +$450M +17% 1.25% – 704 21.45% 0.6
Snowden Capital Advisors
1002
Snowden Capital Advisors
New York
$3.13B -$92.9M -3% 2.25% 100% 1,267 11.92% 3.7
Spire Wealth Management
1003
Spire Wealth Management
Virginia
$3.12B -$96.2M -3% 2.07% 112% 2,609 12.07% 2.6
Brighton Jones LLC
1004
Brighton Jones LLC
Washington
$3.12B -$344M -10% 5.33% 114% 755 15.23% 3.5
Bleakley Financial Group
1005
Bleakley Financial Group
New Jersey
$3.12B -$208M -6% 0.23% 93.8% 1,053 53.66% 1.9
Van Berkom & Associates
1006
Van Berkom & Associates
Quebec, Canada
$3.11B -$253M -8% 6.9% 45% 70 17.14% 4.2
Focused Investors
1007
Focused Investors
California
$3.11B -$52.2M -2% 0.85% 59.9% 24 0% 7.3
Jasper Ridge Partners
1008
Jasper Ridge Partners
California
$3.11B -$46.1M -1% 0.9% 84.2% 149 4.03% 4.6
Mackay Shields LLC
1009
Mackay Shields LLC
New York
$3.11B -$283M -8% 0.36% 8.26% 147 4.76% 2.6
Lincoln National Corp
1010
Lincoln National Corp
Pennsylvania
$3.1B -$4.41M -0.1% 0.3% 42.9% 21 0% 7.4
Walgreens Boots Alliance
1011
Walgreens Boots Alliance
Illinois
$3.09B -$1.79B -37% 22.6% – 2 0% 1
Deep Track Capital
1012
Deep Track Capital
Connecticut
$3.09B +$407M +15% 2.69% 440% 79 32.91% 0.9
Karpus Investment Management
1013
Karpus Investment Management
New York
$3.09B -$296M -9% 0.3% 24.7% 228 21.49% 2.6
CapitalatWork SA
1014
CapitalatWork SA
$3.08B -$8.62M -0.3% 1.51% – 85 8.24% 1
Sanibel Captiva Trust Company
1015
Sanibel Captiva Trust Company
Florida
$3.08B -$51.3M -2% 0.9% – 404 7.43% 1.1
Hancock Whitney
1016
Hancock Whitney
Mississippi
$3.06B -$95.1M -3% 2.06% 100% 676 10.95% 4.3
DFO
1017
Duquesne Family Office
New York
$3.06B -$663M -18% 4.67% 345% 90 55.56% 0.7
Avanza Fonder
1018
Avanza Fonder
Sweden
$3.05B -$320M -9% 4.89% – 468 8.33% 0.2
Ingalls & Snyder LLC
1019
Ingalls & Snyder LLC
New York
$3.04B +$491M +19% 38.1% 217% 476 10.08% 5.7
Gallagher Fiduciary Advisors
1020
Gallagher Fiduciary Advisors
Illinois
$3.04B +$2.53B +495% 0.24% 25.1% 338 22.19% 1.1
Dynamic Advisor Solutions
1021
Dynamic Advisor Solutions
Arizona
$3.03B +$723M +31% 1.18% 70.9% 891 31.76% 2.8
Becker Capital Management
1022
Becker Capital Management
Oregon
$3.03B -$28.6M -0.9% 0.11% 89.2% 283 7.07% 4.9
Summit Trail Advisors
1023
Summit Trail Advisors
New York
$3.03B +$322M +12% 1.83% 74.8% 469 26.65% 1.6
Independent Advisor Alliance
1024
Independent Advisor Alliance
North Carolina
$3.03B -$4.52B -60% 2.86% 135% 1,407 46.48% 2.8
Peregrine Capital Management
1025
Peregrine Capital Management
Minnesota
$3.01B -$366M -11% 7.74% 95% 347 10.66% 3.6