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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)
CapitalatWork SA
1026
CapitalatWork SA
$3.09B +$150M +5% 3.71% – 81 7.41% 0.9
FHB
1027
First Hawaiian Bank
Hawaii
$3.08B -$46M -1% 0.71% 72.7% 914 8.97% 3.7
LFCM
1028
Long Focus Capital Management
Puerto Rico
$3.08B +$228M +8% 27.2% 120% 115 23.48% 1.9
Evelyn Partners Investment Management
1029
Evelyn Partners Investment Management
$3.08B – – 2.9% – 416 – 0
Ameritas Investment Partners
1030
Ameritas Investment Partners
Nebraska
$3.08B +$3.73M +0.1% 3.34% 120% 3,181 3.05% 6
Cary Street Partners
1031
Cary Street Partners
Virginia
$3.07B – – 0.39% – 829 – 0
Evergreen Capital Management
1032
Evergreen Capital Management
Washington
$3.07B +$92.1M +3% 0.98% 77.2% 1,130 16.9% 2.7
NorthRock Partners
1033
NorthRock Partners
Minnesota
$3.07B +$28.5M +0.9% 1.64% 62.8% 881 17.48% 2.1
USAA
1034
United Services Automobile Association
Texas
$3.07B -$855M -22% 0.44% 31.8% 405 9.88% 3.3
ARGA Investment Management
1035
ARGA Investment Management
Connecticut
$3.06B +$43.3M +1% 2.41% 78.1% 132 10.61% 2.4
Becker Capital Management
1036
Becker Capital Management
Oregon
$3.06B -$13.3M -0.4% 1.66% 89.2% 284 7.39% 4.7
Caprock Group
1037
Caprock Group
Idaho
$3.06B +$311M +11% 4.3% – 1,062 21.28% 2.5
GM
1038
GeoWealth Management
Illinois
$3.06B +$226M +8% 0.46% 58% 1,908 17.4% 0.9
Quotient Wealth Partners
1039
Quotient Wealth Partners
Texas
$3.06B +$14.6M +0.5% 1.16% – 340 12.06% 0.8
IFP Advisors
1040
IFP Advisors
Florida
$3.05B +$279M +10% 1.18% 73.2% 4,699 24.13% 3.3
Hartford Investment Management Co (HIMCO)
1041
Hartford Investment Management Co (HIMCO)
Connecticut
$3.05B +$14.5M +0.5% 4.32% 132% 500 2% 9.3
BRWA
1042
B. Riley Wealth Advisors
Florida
$3.05B -$545M -15% 2.98% 118% 1,323 18.67% 4.5
Salem Investment Counselors
1043
Salem Investment Counselors
North Carolina
$3.05B -$272M -8% 3.07% 181% 1,285 14.01% 3.9
Aristeia Capital
1044
Aristeia Capital
Connecticut
$3.05B -$1.76B -37% 10.1% 73.2% 503 48.91% 0.6
Busey Bank
1045
Busey Bank
Illinois
$3.05B -$17.1M -0.6% 1.69% 94.2% 362 10.77% 6
Miller Howard Investments
1046
Miller Howard Investments
New York
$3.04B -$201M -6% 3.29% 73.4% 203 36.95% 4.7
MIHAS
1047
Maj Invest Holding A/S
Denmark
$3.04B -$729M -19% 2.71% 92.8% 41 7.32% 3.1
Troy Asset Management
1048
Troy Asset Management
United Kingdom
$3.04B -$137M -4% 4.86% 53.9% 33 0% 5.4
Dana Investment Advisors
1049
Dana Investment Advisors
Wisconsin
$3.03B +$8.15M +0.3% 4.4% 117% 560 8.93% 2.9
SSM
1050
Sound Shore Management
Connecticut
$3.03B -$45.7M -1% 2.26% 91.4% 49 36.73% 1.9