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
BCWM
601
Bartlett & Co Wealth Management
Ohio
$5.24B +$270M +5% 1,138
BC
602
Bartlett & Co
Ohio
$5.24B +$269M +5% 1,138
DGI
603
Disciplined Growth Investors
Minnesota
$5.24B +$304M +6% 84
MIP
604
Mondrian Investment Partners
United Kingdom
$5.24B +$561M +12% 126
Group One Trading
605
Group One Trading
Illinois
$5.22B +$651M +14% 3,563
AI
606
Atria Investments
North Carolina
$5.18B +$664M +15% 798
FT
607
Fiduciary Trust
Massachusetts
$5.17B +$238M +5% 654
ORIO
608
Old Republic International (ORI)
Illinois
$5.16B +$930M +22% 92
SAM
609
Shell Asset Management
Netherlands
$5.16B +$160M +3% 1,594
PF
610
Phoenix Financial
Israel
$5.15B +$721M +16% 445
ACM
611
Advent Capital Management
New York
$5.14B +$501M +11% 308
GCC
612
Guardian Capital (Canada)
Ontario, Canada
$5.1B -$869M -15% 170
SV
613
Starboard Value
New York
$5.09B +$404M +9% 82
AA
614
Acorns Advisers
California
$5.08B +$727M +17% 27
FRBONY
615
Federal Reserve Bank of New York
New York
$5.06B -$3.44B -40% 16
RSCM
616
Rock Springs Capital Management
Maryland
$5.05B +$466M +10% 165
Kovitz Investment Group Partners
617
Kovitz Investment Group Partners
Illinois
$5.05B +$783M +18% 430
CG
618
Colony Group
Massachusetts
$5.03B +$270M +6% 818
PTC
619
Provident Trust Company
Wisconsin
$5.03B +$638M +15% 32
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$5.03B +$514M +11% 2,784
EAM
621
Erste Asset Management
Austria
$5.02B +$936M +23% 952
MCM
622
MAI Capital Management
Ohio
$4.99B +$559M +13% 806
WL
623
WIT LLC
District of Columbia
$4.98B +$481M +11% 18
CFB
624
Cullen/Frost Bankers
Texas
$4.98B +$417M +9% 1,254
SAM
625
Southeastern Asset Management
Tennessee
$4.97B +$298M +6% 25