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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)
Avestar Capital
1751
Avestar Capital
New York
$1.56B +$13.5M +0.9% 3.38% 112% 558 22.22% 2.4
Trustmark National Bank Trust Department
1752
Trustmark National Bank Trust Department
Mississippi
$1.56B -$28.3M -2% 0.14% 58.6% 289 9.69% 6.2
Valley Wealth Managers
1753
Valley Wealth Managers
New Jersey
$1.55B -$7.67M -0.5% 3.2% 118% 381 23.36% 4.1
Boston Common Asset Management
1754
Boston Common Asset Management
Massachusetts
$1.55B -$107M -6% 0.84% 61.2% 203 12.32% 5
MUFG Securities Americas
1755
MUFG Securities Americas
New York
$1.55B -$54.2M -3% 1.74% – 511 2.35% 1.2
Bristol Gate Capital Partners
1756
Bristol Gate Capital Partners
Ontario, Canada
$1.55B -$182M -10% 2.25% 79.2% 38 31.58% 3.7
Zions Bancorporation, National Association
1757
Zions Bancorporation, National Association
Utah
$1.55B -$613M -28% 0.66% – 1,587 27.47% 0.6
Albion Financial Group
1758
Albion Financial Group
Utah
$1.55B -$56.9M -4% 2.43% 79.6% 785 23.18% 3.4
Nichols & Pratt Advisers
1759
Nichols & Pratt Advisers
Massachusetts
$1.55B -$50.1M -3% 0.1% 71.2% 109 5.5% 8.1
Plante Moran Financial Advisors
1760
Plante Moran Financial Advisors
Michigan
$1.55B -$33.3M -2% 2.99% 62.8% 882 26.64% 5.9
Fifth Third Securities
1761
Fifth Third Securities
Ohio
$1.55B +$16.3M +1% 1.31% 62.7% 352 8.81% 2.3
KNB
1762
Khazanah Nasional Berhad
$1.54B -$118M -7% 3.84% 73.6% 161 34.78% 0.4
Charles Schwab Trust
1763
Charles Schwab Trust
Nevada
$1.54B +$20.7M +1% 0.27% 52.7% 187 20.32% 3.8
Icon Wealth Advisors
1764
Icon Wealth Advisors
Texas
$1.54B +$39.1M +3% 0.21% – 441 22.45% 2.2
Sage Financial Group
1765
Sage Financial Group
Pennsylvania
$1.54B +$25.9M +2% 1.85% 67% 108 2.78% 4.9
Clean Energy Transition
1766
Clean Energy Transition
United Kingdom
$1.54B +$339M +28% 3.35% 129% 17 41.18% 1.3
Great Hill Capital
1767
Great Hill Capital
New York
$1.54B +$530M +53% 5% – 53 16.98% 0.4
Irenic Capital Management
1768
Irenic Capital Management
New York
$1.54B +$48.7M +3% 8.16% 93.6% 64 59.38% 0.6
Cinctive Capital Management
1769
Cinctive Capital Management
New York
$1.53B -$312M -17% 5.83% 163% 552 66.67% 0.4
Meridiem Capital Partners
1770
Meridiem Capital Partners
Texas
$1.53B -$123M -7% 7.93% – 105 71.43% 0.2
FJ Investments
1771
FJ Investments
Utah
$1.53B -$48.7M -3% 1.78% – 5 0% 2
Fulton Breakefield Broenniman
1772
Fulton Breakefield Broenniman
Maryland
$1.53B -$51.4M -3% 1.97% 76% 215 12.56% 4.5
Sienna Gestion
1773
Sienna Gestion
France
$1.53B -$151M -9% 1.08% – 169 30.77% 1.1
Howe & Rusling
1774
Howe & Rusling
New York
$1.53B +$20.6M +1% 0.16% 82% 521 16.7% 4.4
Cryder Capital Partners
1775
Cryder Capital Partners
United Kingdom
$1.53B -$161M -10% 11% 67.8% 10 0% 7.6