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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)
Wedmont Private Capital
1476
Wedmont Private Capital
Pennsylvania
$1.59B +$221M +16% 3.04% 87.5% 679 16.35% 1.4
AE
1477
American Express
New York
$1.59B +$87.2M +6% 7.51% – 5 40% 0.5
Sageworth Trust
1478
Sageworth Trust
Pennsylvania
$1.59B +$35.1M +2% 1.61% 64.5% 114 33.33% 3
ELI
1479
Empire Life Investments
Ontario, Canada
$1.59B -$43.4M -3% 0.44% 90.8% 101 13.86% 3.9
MPM
1480
Meritage Portfolio Management
Kansas
$1.58B +$13.4M +0.9% 3.97% 97.4% 366 14.75% 3.1
AIM
1481
Acropolis Investment Management
Missouri
$1.58B +$54.6M +4% 0.57% 51% 291 3.09% 5.3
HRES
1482
Heitman Real Estate Securities
Illinois
$1.58B -$176M -10% 1.19% 48.3% 59 18.64% 3.6
RWJF
1483
Robert Wood Johnson Foundation
New Jersey
$1.58B -$125M -7% 7.3% 4.83% 2 0% 7.6
SFS
1484
Strategic Financial Services
New York
$1.58B +$32.1M +2% 0.56% 58.7% 138 13.77% 5.7
GD
1485
Grandfield & Dodd
New York
$1.58B -$5.13M -0.3% 0.22% 70.8% 204 2.45% 7.1
GC
1486
Gobi Capital
California
$1.58B -$23.7M -1% 5.04% 93.7% 11 9.09% 3.6
MJRIC
1487
Mogy Joel R Investment Counsel
California
$1.58B +$107M +7% 8.88% 121% 122 13.11% 8.1
VIM
1488
Vancity Investment Management
British Columbia, Canada
$1.58B +$739M +88% 2.71% – 69 10.14% 2
BBA
1489
Baader Bank Aktiengesellschaft
Germany
$1.58B +$173M +12% 4.75% 155% 493 49.7% 0.8
BPCA
1490
Bank Pictet & Cie (Asia)
Singapore
$1.57B +$285M +22% 7.19% 30.4% 111 18.02% 3.8
RPGK
1491
Retirement Planning Group (Kansas)
Kansas
$1.57B +$267M +20% 0.88% 49.7% 245 18.78% 2.4
VA
1492
VR Adviser
New York
$1.57B -$532M -25% 16.2% 1,698% 44 34.09% 0.9
MCWS
1493
McKinley Carter Wealth Services
West Virginia
$1.57B +$73.9M +5% 1.35% 63.2% 305 4.26% 4.5
BOF
1494
Bank of Finland
Finland
$1.57B +$42.4M +3% 2.11% 66.7% 4 0% 2.8
AIMU
1495
Allianz Investment Management US
Minnesota
$1.57B -$20.7M -1% 1.52% 7.58% 47 12.77% 2.3
WP
1496
WMS Partners
Maryland
$1.56B +$107M +7% 0.88% 10.8% 284 11.97% 4.3
ST
1497
Spinnaker Trust
Maine
$1.56B +$12.7M +0.8% 2.66% 68.2% 280 6.79% 6
IFG Advisory
1498
IFG Advisory
Georgia
$1.56B +$218M +16% 1.09% 70.1% 635 45.04% 2
TW
1499
Trajan Wealth
Arizona
$1.56B +$80.3M +5% 3.04% – 186 13.44% 0.2
GAG
1500
GM Advisory Group
New York
$1.55B +$124M +9% 3.69% 53.6% 248 12.1% 2.9