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
WJWM
476
Williams Jones Wealth Management
New York
$8.29B -$239M -3% 566
MWM
477
Modera Wealth Management
New Jersey
$8.28B +$424M +5% 650
WT
478
Wellcome Trust
United Kingdom
$8.28B +$63.8M +0.8% 22
MBI
479
Montrusco Bolton Investments
Quebec, Canada
$8.26B -$1.23B -13% 64
OAM
480
Oppenheimer Asset Management
New York
$8.23B -$79.5M -1% 1,214
CWG
481
C WorldWide Group
Denmark
$8.2B -$1.43B -15% 95
EAM
482
Erste Asset Management
Austria
$8.15B -$196M -2% 907
RWP
483
RWA Wealth Partners
Massachusetts
$8.12B +$101M +1% 602
AI
484
Atria Investments
North Carolina
$8.04B -$15.4M -0.2% 2,029
HKAM
485
Horizon Kinetics Asset Management
New York
$8.03B +$1.35B +20% 361
CMC
486
Catterton Management Company
Connecticut
$7.98B +$872M +12% 5
EHC
487
Everett Harris & Co
California
$7.92B -$146M -2% 287
DDC
488
DF Dent & Co
Maryland
$7.9B -$323M -4% 271
SF
489
Synovus Financial
Georgia
$7.86B -$776M -9% 953
TCA
490
Tortoise Capital Advisors
Kansas
$7.81B +$49.8M +0.6% 85
BTI
491
Blue Trust Inc
Georgia
$7.81B +$145M +2% 3,095
WF
492
Welch & Forbes
Massachusetts
$7.78B -$79.7M -1% 388
LAMI
493
Longview Asset Management (Illinois)
Illinois
$7.76B -$1.07B -12% 3
MIF
494
Mediolanum International Funds
Ireland
$7.71B +$528M +7% 504
MG
495
Mather Group
Illinois
$7.71B -$76.8M -1% 1,813
FIS
496
Fundsmith Investment Services
Mauritius
$7.69B -$351M -4% 34
WT
497
Whittier Trust
California
$7.59B +$118M +2% 1,619
AAMU
498
AEGON Asset Management (UK)
United Kingdom
$7.59B +$250M +3% 158
FT
499
Fiduciary Trust
Massachusetts
$7.57B +$415M +6% 712
TIM
500
Thornburg Investment Management
New Mexico
$7.57B -$117M -2% 200