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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)
GLOBALT Investments
1201
GLOBALT Investments
Georgia
$2.61B +$162M +7% 8.55% – 211 7.11% 1.3
MC
1202
Martin Currie
United Kingdom
$2.61B +$128M +5% 14.7% 114% 58 15.52% 3.8
PE
1203
Point72 Europe
United Kingdom
$2.59B +$1.13B +77% 9.53% 95.4% 199 62.31% 0.4
Construction & Building Unions Superannuation Fund
1204
Construction & Building Unions Superannuation Fund
Australia
$2.59B +$132M +5% 13.6% 90.1% 203 39.9% 1.1
SIG
1205
Senator Investment Group
New York
$2.59B +$706M +37% 28.5% 252% 65 40% 0.9
Leonteq Securities AG
1206
Leonteq Securities AG
Switzerland
$2.59B +$813M +46% 18.1% 74.7% 1,335 13.18% 2.4
SteelPeak Wealth
1207
SteelPeak Wealth
California
$2.59B +$179M +7% 12.8% 126% 675 22.81% 1.9
Gerber Kawasaki Wealth & Investment Management
1208
Gerber Kawasaki Wealth & Investment Management
California
$2.59B +$361M +16% 13.9% 91.5% 328 14.63% 3.1
Fund Evaluation Group
1209
Fund Evaluation Group
Ohio
$2.59B +$274M +12% 9.02% 51.6% 80 41.25% 1.5
First Merchants Corp
1210
First Merchants Corp
Indiana
$2.58B +$78.3M +3% 5.59% 55.6% 388 6.44% 4.5
GFA
1211
Gallagher Fiduciary Advisors
Illinois
$2.58B -$456M -15% 2.31% 25.1% 343 16.33% 1.2
TA
1212
Trivest Advisors
Hong Kong
$2.57B +$1.39B +118% 39.1% 2,977% 43 67.44% 0.4
Dixon Mitchell Investment Counsel
1213
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.57B +$356M +16% 9.88% 67.9% 104 33.65% 5.6
Balentine LLC
1214
Balentine LLC
Georgia
$2.57B +$181M +8% 8.68% 59.8% 216 13.89% 3.6
DAM
1215
Davis Asset Management
California
$2.57B +$165M +7% 7.08% 97.3% 32 6.25% 5.6
AG
1216
Ascent Group
Virginia
$2.57B +$239M +10% 9.34% 83.3% 776 18.17% 1.8
Masters Capital Management
1217
Masters Capital Management
Georgia
$2.57B +$533M +26% 20.1% 142% 92 46.74% 1.1
RG
1218
Renaissance Group
Kentucky
$2.57B +$299M +13% 15.9% 115% 254 11.81% 3.2
Kedalion Capital Management
1219
Kedalion Capital Management
United Kingdom
$2.57B +$68M +3% 10.6% – 5 80% 0.1
GM
1220
GeoWealth Management
Illinois
$2.56B +$73.3M +3% 8.11% 58% 1,302 26.11% 1.4
Nantahala Capital Management
1221
Nantahala Capital Management
Connecticut
$2.55B +$35.6M +1% 21% 341% 169 20.71% 1.8
ORIO
1222
Old Republic International (ORI)
Illinois
$2.55B -$23.8M -0.9% 0.89% 50.5% 57 3.51% 9
Krane Funds Advisors
1223
Krane Funds Advisors
New York
$2.54B -$935M -27% 1.51% 72.6% 147 25.17% 1.7
Focus Financial Network
1224
Focus Financial Network
Minnesota
$2.53B +$87M +4% 12.7% 106% 735 11.16% 2.8
JHP
1225
James Hambro & Partners
United Kingdom
$2.53B +$131M +5% 11.5% 79.2% 54 7.41% 4.4