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
NW
526
NewEdge Wealth
Pennsylvania
$8.38B -$471M -5% 1,280
MWM
527
Modera Wealth Management
New Jersey
$8.34B -$300M -3% 683
GGHC
528
Gilder Gagnon Howe & Co
New York
$8.34B -$1.14B -12% 285
VF
529
Vest Financial
Virginia
$8.33B +$441M +6% 444
OC
530
Oppenheimer & Co
New York
$8.21B +$1.17B +17% 1,801
JFG
531
Jefferies Financial Group
New York
$8.2B -$4.01B -33% 1,867
SP
532
Sarasin & Partners
United Kingdom
$8.2B -$1.43B -15% 94
LGF
533
LGT Group Foundation
Liechtenstein
$8.19B -$983M -11% 303
RCMNY
534
Rubric Capital Management (New York)
New York
$8.16B -$199M -2% 92
CCM
535
Causeway Capital Management
California
$8.15B +$878M +12% 120
CL
536
Choreo LLC
Illinois
$8.15B +$297M +4% 1,722
WJWM
537
Williams Jones Wealth Management
New York
$8.14B -$713M -8% 556
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$8.13B -$1.06B -12% 463
CCM
539
Coldstream Capital Management
Washington
$8.12B +$359M +5% 1,277
KPWS
540
Kestra Private Wealth Services
Texas
$8.11B +$62.6M +0.8% 1,885
WT
541
Wellcome Trust
United Kingdom
$8.09B -$1.22B -13% 22
AIM
542
Allen Investment Management
New York
$8.09B -$937M -10% 229
MAM
543
Madison Asset Management
Wisconsin
$8.06B -$626M -7% 363
FIA
544
Foundations Investment Advisors
Arizona
$8.06B +$434M +6% 1,268
FMI
545
Fiduciary Management Inc
Wisconsin
$8.06B -$1.04B -11% 71
MT
546
Midwest Trust
Kansas
$8.02B +$3.15M +0% 623
EGM
547
Engineers Gate Manager
New York
$8B -$432M -5% 2,669
SI
548
Stephens Inc
Arkansas
$7.99B -$44.3M -0.6% 1,409
HI
549
HBK Investments
Texas
$7.94B -$1.29B -14% 338
CIP
550
Champlain Investment Partners
Vermont
$7.88B -$2B -20% 147