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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)
First National Trust
1126
First National Trust
Pennsylvania
$2.28B +$182M +9% 10.4% 82.9% 393 8.4% 6
TAM
1127
Thematics Asset Management
France
$2.28B +$244M +12% 16.2% 113% 143 5.59% 0.9
Baker Avenue Asset Management
1128
Baker Avenue Asset Management
California
$2.28B +$278M +14% 10.6% 95.6% 1,609 78.37% 3
Perfromance Wealth Partners
1129
Perfromance Wealth Partners
Illinois
$2.28B +$218M +11% 12.5% 106% 180 16.11% 1.6
CA
1130
Cornerstone Advisors
North Carolina
$2.27B +$127M +6% 10.9% 108% 315 8.25% 1.8
Reinhart Partners
1131
Reinhart Partners
Wisconsin
$2.27B +$347M +18% 15.5% 110% 80 3.75% 4.1
Wedbush Securities
1132
Wedbush Securities
California
$2.26B +$247M +12% 11.3% 99.9% 1,132 10.87% 4.2
Westwood Global Investments
1133
Westwood Global Investments
Massachusetts
$2.26B +$357M +19% 20.3% 112% 13 0% 5.4
Castleark Management
1134
Castleark Management
Illinois
$2.26B +$293M +15% 16.4% 248% 322 27.64% 3.3
Klingenstein Fields & Co
1135
Klingenstein Fields & Co
New York
$2.24B +$195M +10% 13.1% 93.4% 189 11.64% 6.5
IHT Wealth Management
1136
IHT Wealth Management
Illinois
$2.24B +$271M +14% 10.4% 74.8% 1,053 15.48% 3
AVM
1137
Altos Ventures Management
California
$2.24B +$493M +28% 57.9% 220% 1 0% 2
Braun Stacey Associates
1138
Braun Stacey Associates
New York
$2.24B +$183M +9% 13.8% 231% 122 11.48% 3.9
Munro Partners
1139
Munro Partners
Australia
$2.23B +$252M +13% 15.8% 350% 59 45.76% 1.1
PAI
1140
Pittenger & Anderson Inc
Nebraska
$2.23B +$249M +13% 13.3% 63.4% 458 13.97% 5.5
Donaldson Capital Management
1141
Donaldson Capital Management
Indiana
$2.23B +$109M +5% 8.73% 77.7% 236 14.83% 4.9
SAI
1142
Systematic Alpha Investments
New Jersey
$2.23B +$222M +11% 11.8% 117% 311 11.9% 1.8
Freestone Capital Holdings
1143
Freestone Capital Holdings
Washington
$2.23B +$338M +18% 11.8% 86.9% 429 17.02% 3.8
MYAM
1144
Meiji Yasuda Asset Management
Japan
$2.22B +$85.3M +4% 10.9% 93.9% 633 21.48% 5.4
Fulton Bank
1145
Fulton Bank
Pennsylvania
$2.22B +$212M +11% 5.86% 48.1% 614 10.42% 4.3
Aspiriant LLC
1146
Aspiriant LLC
California
$2.22B +$266M +14% 8.73% 47.1% 318 14.47% 4
Azimuth Capital Investment Management
1147
Azimuth Capital Investment Management
Michigan
$2.22B +$187M +9% 12.9% 103% 310 8.39% 1.3
Ingalls & Snyder LLC
1148
Ingalls & Snyder LLC
New York
$2.21B +$135M +6% 10.1% 217% 471 12.74% 5.2
SCM
1149
Suvretta Capital Management
New York
$2.21B +$361M +20% 31.3% 364% 101 26.73% 1.3
Lighthouse Investment Partners
1150
Lighthouse Investment Partners
Florida
$2.21B -$239M -10% 14% 96.2% 464 71.12% 0.2