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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
VLKIM
1076
Van Lanschot Kempen Investment Management
Netherlands
$2.18B +$455M +26% 15.1% 63.3% 188 16.49%
JRP
1077
Jasper Ridge Partners
California
$2.17B -$86.5M -4% 2.57% 61.5% 117 5.98%
PAG
1078
Pinnacle Advisory Group
Maryland
$2.17B +$520M +31% 4.87% 45.8% 262 35.88%
CK
1079
Cohen Klingenstein
New York
$2.17B +$166M +8% 5.42% 87.7% 239 1.26%
CMC
1080
Catterton Management Company
Connecticut
$2.17B -$469M -18% 9.29% 9.46% 3 33.33%
DIA
1081
Dana Investment Advisors
Wisconsin
$2.16B +$148M +7% 11.1% 90.8% 348 24.14%
VFA
1082
Valeo Financial Advisors
Indiana
$2.16B +$217M +11% 6.78% 75.9% 2,279 29.84%
PR
1083
Payden & Rygel
California
$2.15B +$200M +10% 11.1% 89.1% 156 37.82%
GH
1084
GAM Holding
Switzerland
$2.15B +$463M +27% 7.15% 139% 358 37.15%
BCM
1085
Bluefin Capital Management
New York
$2.14B +$428M +25% 6.47% 1,088 65.72%
ISL
1086
Ingalls & Snyder LLC
New York
$2.14B +$116M +6% 9.1% 166% 461 12.8%
TPCW
1087
TD Private Client Wealth
New York
$2.14B +$170M +9% 6.12% 48.2% 1,218 10.59%
AIM
1088
Alphinity Investment Management
Australia
$2.14B +$950M +80% 8.6% 110% 28 17.86%
OIA
1089
OneDigital Investment Advisors
Kansas
$2.14B +$219M +11% 4.95% 46.5% 777 21.75%
TI
1090
Tidal Investments
Wisconsin
$2.14B +$691M +48% 29.7% 159% 580 31.55%
MA
1091
Marshfield Associates
District of Columbia
$2.13B -$11.3M -0.5% 9.29% 54.3% 19 0%
RA
1092
Rovida Advisors
Florida
$2.13B +$429M +25% 2.75% 24.8% 57 40.35%
MPWT
1093
MassMutual Private Wealth & Trust
Connecticut
$2.13B +$173M +9% 6.39% 77.9% 1,238 32.07%
FCBT
1094
First Citizens Bank & Trust
North Carolina
$2.12B +$163M +8% 8.61% 60.3% 409 14.43%
AHSSHC
1095
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.12B +$220M +12% 0.25% 23.8% 12 0%
PA
1096
Parallel Advisors
California
$2.12B +$277M +15% 4.35% 82.3% 3,011 14.68%
HP
1097
Hound Partners
New York
$2.12B +$540M +34% 9.21% 2.99% 283 67.49%
CCWA
1098
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.12B +$78M +4% 3.75% 42.3% 177 15.25%
VFCM
1099
Valley Forge Capital Management
Florida
$2.11B +$1.04B +96% 0.4% 52.2% 10 0%
ACM
1100
Azimuth Capital Management
Michigan
$2.11B +$94M +5% 5.43% 80.3% 317 6.94%