We are live on ! Find out more

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)
Vestal Point Capital
1026
Vestal Point Capital
New York
$3.58B +$636M +22% 5.05% – 113 53.1% 0.6
WWA
1027
WCG Wealth Advisors
Nevada
$3.57B +$6.03M +0.2% 1.31% 69.6% 554 15.52% 1.3
Sanibel Captiva Trust Company
1028
Sanibel Captiva Trust Company
Florida
$3.57B -$48.8M -1% 0.95% – 452 11.73% 1.8
Robertson Stephens Wealth Management
1029
Robertson Stephens Wealth Management
California
$3.57B -$268M -7% 2.86% 103% 689 15.82% 2.8
Addenda Capital
1030
Addenda Capital
Quebec, Canada
$3.55B +$143M +4% 4.25% 100% 133 9.02% 6.4
Arax Advisory Partners
1031
Arax Advisory Partners
Colorado
$3.54B +$107M +3% 0.71% 64.7% 4,474 24.77% 1.6
Avior Wealth Management
1032
Avior Wealth Management
Nebraska
$3.53B +$317M +10% 0.93% 71.4% 866 19.4% 4.8
TYCC
1033
Texas Yale Capital Corp
Florida
$3.52B +$225M +7% 8.54% 175% 519 8.67% 6.8
Plancorp LLC
1034
Plancorp LLC
Missouri
$3.52B +$209M +6% 0.61% 67.3% 396 12.37% 4.3
TCTC Holdings
1035
TCTC Holdings
Texas
$3.51B +$167M +5% 8.21% 78.5% 618 64.56% 8.2
Anchor Capital Advisors
1036
Anchor Capital Advisors
Massachusetts
$3.51B +$61.6M +2% 4.17% 64.3% 270 14.07% 5.5
Aspiriant LLC
1037
Aspiriant LLC
California
$3.51B +$30.4M +0.9% 0.73% 52.7% 355 14.93% 5
BDT Capital Partners
1038
BDT Capital Partners
Illinois
$3.51B +$334M +11% 1.51% 25.5% 4 50% 1.1
Intact Investment Management
1039
Intact Investment Management
Quebec, Canada
$3.51B +$31.3M +0.9% 7.64% 73.7% 343 30.32% 4.4
TCG Crossover Management
1040
TCG Crossover Management
California
$3.5B +$474M +16% 25.7% 3,013% 54 29.63% 1.1
Dai-ichi Life Insurance Company
1041
Dai-ichi Life Insurance Company
Japan
$3.49B -$393M -10% 0.49% 128% 504 10.12% 6.1
Kedalion Capital Management
1042
Kedalion Capital Management
United Kingdom
$3.48B -$592M -15% 4.61% – 4 50% 0.6
Aquatic Capital Management
1043
Aquatic Capital Management
Illinois
$3.48B -$39.8M -1% 0.26% 51.9% 1,900 59.89% 0.5
Reinhart Partners
1044
Reinhart Partners
Wisconsin
$3.48B +$140M +4% 3.51% 110% 77 12.99% 4.3
Zevenbergen Capital Investments
1045
Zevenbergen Capital Investments
Washington
$3.48B -$1.02B -23% 8.2% 273% 115 13.04% 4.7
MUFG Securities (Canada)
1046
MUFG Securities (Canada)
New York
$3.48B -$118M -3% 6% – 43 0% 2.2
Private Management Group
1047
Private Management Group
California
$3.47B +$38.2M +1% 1.44% 62.2% 323 8.05% 3.5
Ontario Teachers' Pension Plan Board
1048
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.46B -$1.06B -24% 5.34% 40% 191 32.46% 1.2
DAM
1049
Davis Asset Management
California
$3.46B +$664M +24% 7.93% 97.3% 86 66.28% 2.1
Lincoln National Corp
1050
Lincoln National Corp
Pennsylvania
$3.45B +$33.2M +1% 1.09% 42.9% 20 5% 7.4