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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)
AT
1176
Arvest Trust
Oklahoma
$1.01B +$93.3M +10% 9.08% – 117 11.97% 0.4
Atria Investments
1177
Atria Investments
North Carolina
$1B +$42.8M +4% 7.24% 83.9% 492 20.73% 0.4
FA
1178
FDx Advisors
Illinois
$1B +$156M +18% 6.19% 66.2% 690 23.48% 0.4
CTA
1179
Chesley Taft & Associates
Illinois
$1B +$86.3M +9% 9.55% 93.1% 276 6.88% 0.5
Rathbones Group
1180
Rathbones Group
United Kingdom
$1B +$144M +17% 10.6% 79.3% 278 30.22% 0.4
WFM
1181
Wilmington Funds Management
Delaware
$1B -$32.4M -3% 9.28% – 874 21.85% 0.4
VF
1182
Virtu Financial
New York
$999M -$25.7M -3% 3.77% 160% 373 64.61% 0.2
NCCM
1183
Nine Chapters Capital Management
New Jersey
$994M +$141M +17% 11.5% – 1,123 66.7% 0.2
BOH
1184
Bank of Hawaii
Hawaii
$992M +$38.2M +4% 8.43% 73.5% 367 22.62% 0.4
CCA
1185
Canyon Capital Advisors
Texas
$992M +$259M +35% 14.3% 78% 51 27.45% 0.3
GWM
1186
Greenwich Wealth Management
Connecticut
$990M -$406M -29% 12.7% 198% 173 9.25% 0.4
BCMNY
1187
Buckingham Capital Management (New York)
New York
$990M -$39.8M -4% 11.9% 62.5% 105 32.38% 0.4
CAM
1188
Coronation Asset Management
South Africa
$986M +$115M +13% 11.4% 8.95% 44 25% 0.4
AP
1189
Alydar Partners
Massachusetts
$986M -$217M -18% 13.7% – 149 65.77% 0.2
Covington Capital Management
1190
Covington Capital Management
California
$984M +$111M +13% 9.12% 32% 248 11.69% 0.4
Municipal Employees' Retirement System of Michigan
1191
Municipal Employees' Retirement System of Michigan
Michigan
$982M +$249M +34% 9.9% 34.6% 913 2.08% 0.2
Diversified Trust
1192
Diversified Trust
Tennessee
$981M +$34.3M +4% 8.07% 81.5% 507 18.93% 0.4
IndexIQ Advisors
1193
IndexIQ Advisors
New York
$977M +$107M +12% 2.72% 91.6% 230 19.13% 0.4
CPS
1194
Counsel Portfolio Services
Ontario, Canada
$975M -$1.05B -52% 7.92% 26.3% 331 19.94% 0.4
ACM
1195
Alta Capital Management
Utah
$974M +$143M +17% 13.2% 76.3% 100 19% 0.4
MCM
1196
Maltese Capital Management
New York
$974M +$19.8M +2% 10.6% 114% 198 29.29% 0.4
MFG
1197
Mizuho Financial Group
Japan
$973M +$141M +17% 16.9% – 2 0% 0.5
ECM
1198
Estabrook Capital Management
New York
$973M +$56.4M +6% 8.36% 87.2% 497 8.85% 0.5
LFM
1199
Lumina Fund Management
New York
$969M -$202M -17% 9.31% 28.1% 64 64.06% 0.2
SAM
1200
Skyline Asset Management
Illinois
$968M +$324M +50% 14.4% 26.1% 78 14.1% 0.4