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
MBI
476
Montrusco Bolton Investments
Quebec, Canada
$9.01B +$1.41B +18% 82
OIA
477
OneDigital Investment Advisors
Kansas
$9.01B +$565M +7% 1,520
MFG
478
Merit Financial Group
Georgia
$8.96B +$2.29B +34% 1,754
VA
479
Vident Advisory
Georgia
$8.91B +$2.06B +30% 1,721
O
480
Ossiam
France
$8.89B +$1.73B +24% 662
VPIM
481
Vanguard Personalized Indexing Management
California
$8.86B +$2.08B +31% 2,054
TI
482
Trexquant Investment
Connecticut
$8.86B +$262M +3% 1,973
EF
483
Empowered Funds
Pennsylvania
$8.83B +$1.81B +26% 1,874
AI
484
Ariel Investments
Illinois
$8.82B +$313M +4% 108
CCM
485
Cullen Capital Management
New York
$8.78B +$125M +1% 214
MAM
486
Magellan Asset Management
Australia
$8.75B +$523M +6% 89
HIIFS
487
Harel Insurance Investments & Financial Services
Israel
$8.74B +$1.1B +14% 522
OAM
488
Oppenheimer Asset Management
New York
$8.72B +$661M +8% 1,219
WT
489
Wellcome Trust
United Kingdom
$8.67B +$666M +8% 20
LAMI
490
Longview Asset Management (Illinois)
Illinois
$8.61B +$638M +8% 3
JIM
491
Jensen Investment Management
Oregon
$8.53B -$511M -6% 87
PL
492
Perpetual Ltd
Australia
$8.52B +$240M +3% 456
DPIM
493
Duff & Phelps Investment Management
Illinois
$8.51B -$32.3M -0.4% 162
BTI
494
Blue Trust Inc
Georgia
$8.48B +$676M +9% 2,637
AI
495
Atria Investments
North Carolina
$8.47B +$667M +9% 2,101
HKAM
496
Horizon Kinetics Asset Management
New York
$8.43B -$382M -4% 363
MIFH
497
Migdal Insurance & Financial Holdings
Israel
$8.42B +$1.3B +18% 461
MGIA
498
Moneta Group Investment Advisors
Missouri
$8.39B +$1.14B +16% 733
MNA
499
Manning & Napier Advisors
New York
$8.39B +$288M +4% 343
WJWM
500
Williams Jones Wealth Management
New York
$8.36B +$537M +7% 534