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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)
Ares Management
1651
Ares Management
California
$1.75B -$452M -21% 18.1% 2.02% 39 20.51% 3.1
LMCG Investments
1652
LMCG Investments
Massachusetts
$1.75B +$48.1M +3% 7.5% 135% 226 4.87% 7.3
Main Street Research
1653
Main Street Research
Connecticut
$1.75B -$103M -6% 4.75% 232% 146 23.29% 4.2
NXG Investment Management
1654
NXG Investment Management
Texas
$1.74B -$17.9M -1% 0.86% 121% 67 22.39% 3.7
Intesa Sanpaolo SpA.
1655
Intesa Sanpaolo SpA.
Italy
$1.74B – – 1.58% – 213 – 0
Aprio Wealth Management
1656
Aprio Wealth Management
Georgia
$1.74B +$737M +73% 2.07% 66.1% 565 26.9% 1.5
Trans-Canada Capital
1657
Trans-Canada Capital
Quebec, Canada
$1.74B +$92.8M +6% 1.95% – 12 50% 0.8
Premier Fund Managers
1658
Premier Fund Managers
United Kingdom
$1.74B -$698M -29% 0.23% 56.6% 194 30.93% 2.5
ACG
1659
Aventail Capital Group
New York
$1.74B -$421M -20% 0.39% 154% 176 30.11% 0.9
Legacy Wealth Management (Tennessee)
1660
Legacy Wealth Management (Tennessee)
Tennessee
$1.74B +$36.9M +2% 1.42% 50.4% 31 6.45% 5.2
Regal Partners
1661
Regal Partners
Australia
$1.73B +$337M +24% 12.2% 146% 125 52.8% 0.7
Texas Capital Bank Wealth Management Services
1662
Texas Capital Bank Wealth Management Services
Texas
$1.73B +$520M +43% 0.98% 81.9% 355 32.68% 1.8
Bristol Gate Capital Partners
1663
Bristol Gate Capital Partners
Ontario, Canada
$1.73B +$39.9M +2% 4.95% 79.2% 36 22.22% 3.8
Wesleyan Assurance Society
1664
Wesleyan Assurance Society
United Kingdom
$1.73B +$61.9M +4% 5.51% 102% 110 4.55% 5.2
Bar Harbor Wealth Management
1665
Bar Harbor Wealth Management
New Hampshire
$1.73B +$64.2M +4% 5.09% 85% 267 7.12% 7.2
Berger Financial Group
1666
Berger Financial Group
Minnesota
$1.73B +$55M +3% 2.56% 59.9% 491 9.78% 2.3
Trek Financial
1667
Trek Financial
Arizona
$1.73B +$45.9M +3% 6.13% 152% 521 30.52% 2
DNCA Finance
1668
DNCA Finance
France
$1.73B +$266M +18% 2.74% – 116 15.52% 1.1
Jordan Park Group
1669
Jordan Park Group
California
$1.73B -$27M -2% 1.28% 43.2% 70 8.57% 2.5
Jacobi Capital Management
1670
Jacobi Capital Management
Pennsylvania
$1.73B +$82.7M +5% 2.91% 76.6% 625 7.68% 4.9
Segment Wealth Management
1671
Segment Wealth Management
Texas
$1.72B +$55.8M +3% 2.91% 108% 322 13.35% 4.4
Quintet Private Bank (Europe)
1672
Quintet Private Bank (Europe)
Luxembourg
$1.72B -$62.4M -3% 4.68% 111% 212 15.57% 2.5
Kontiki Capital Management (HK)
1673
Kontiki Capital Management (HK)
Hong Kong
$1.72B -$159M -8% 3.99% 90.6% 8 12.5% 2.1
Hills Bank & Trust
1674
Hills Bank & Trust
Iowa
$1.72B +$20.4M +1% 1.5% 52.8% 356 13.76% 5.2
Foster Victor Wealth Advisors
1675
Foster Victor Wealth Advisors
South Carolina
$1.72B +$110M +7% 2.42% 78.2% 240 11.25% 3.1