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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)
Waverton Investment Management
1076
Waverton Investment Management
United Kingdom
$1.35B -$43M -3% 0.37% 129% 111 26.13% 1.4
Montrusco Bolton Investments
1077
Montrusco Bolton Investments
Quebec, Canada
$1.35B -$3.11M -0.2% 1.45% 101% 98 35.71% 1.4
LIA
1078
LS Investment Advisors
Michigan
$1.35B +$37.2M +3% 0.08% 98.7% 1,878 48.78% 0.9
AAM
1079
AMI Asset Management
California
$1.34B +$56.8M +4% 0.46% 81.6% 72 12.5% 1.6
BIM
1080
Bogle Investment Management
Massachusetts
$1.34B -$109M -8% 10% 181% 496 61.49% 0.4
JCG
1081
JHL Capital Group
Illinois
$1.34B +$251M +23% 1.95% – 28 46.43% 0.7
LOAMS
1082
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.33B +$435M +48% 2.39% 135% 476 32.35% 0.5
MNBTD
1083
Moody National Bank Trust Division
Texas
$1.33B +$41.2M +3% 3.32% 115% 240 5.83% 1.7
COLIM
1084
City of London Investment Management
United Kingdom
$1.32B -$2.7M -0.2% 0.22% 102% 130 27.69% 0.9
BG
1085
Bollard Group
Massachusetts
$1.32B -$19.1M -1% 1.48% 64.4% 278 7.91% 1.6
Caledonia Investments (Australia)
1086
Caledonia Investments (Australia)
Australia
$1.32B +$27.4M +2% 12.8% 4.24% 4 50% 0.7
3CP
1087
3G Capital Partners
New York
$1.32B +$149M +13% 4.32% 351% 72 65.28% 0.4
KG
1088
Killen Group
Pennsylvania
$1.32B -$77.4M -6% 0.98% 34.3% 117 6.84% 1.5
PFC
1089
Poplar Forest Capital
California
$1.32B -$48.1M -4% 3.4% 30% 73 10.96% 1.4
SI
1090
Sprott Inc
Ontario, Canada
$1.32B +$62.6M +5% 0.62% 203% 179 34.08% 1
TAM
1091
THB Asset Management
Connecticut
$1.32B -$112M -8% 2.49% 104% 309 54.37% 0.8
Menora Mivtachim Holdings
1092
Menora Mivtachim Holdings
Israel
$1.32B +$79.7M +6% 4.7% 140% 69 4.35% 1.6
Alpha Wave Global
1093
Alpha Wave Global
New York
$1.32B -$722M -35% 1.27% 226% 24 45.83% 0.5
HPM
1094
H. Partners Management
New York
$1.31B -$26.9M -2% 0.47% 13.5% 5 0% 2
WIM
1095
Woodford Investment Management
United Kingdom
$1.3B +$599M +85% 17.7% 27.1% 4 0% 0.4
HCMT
1096
Highland Capital Management (Tennessee)
Tennessee
$1.3B +$790M +154% 0.44% 142% 687 78.89% 0.3
Heritage Investors Management Corp
1097
Heritage Investors Management Corp
Maryland
$1.3B +$5.62M +0.4% 0.17% 99.7% 183 7.65% 1.6
OHCM
1098
Oak Hill Capital Management
New York
$1.3B -$175M -12% 8.61% 1.19% 5 0% 0.8
BCMIO
1099
Beacon Capital Management Inc (Ohio)
Ohio
$1.3B +$233M +22% 2.02% 46.4% 270 16.3% 1.2
Emerald Mutual Fund Advisers Trust
1100
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.29B +$72.8M +6% 10.8% 478% 285 34.04% 1