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
MWM
801
Mission Wealth Management
California
$4.04B +$358M +10% 660
EOJOAM
802
E. Ohman J:or Asset Management
Sweden
$4.04B +$9.94M +0.2% 430
STA
803
Summit Trail Advisors
New York
$4.03B +$229M +6% 747
UOC
804
UBS O'Connor
Illinois
$4.03B +$505M +14% 587
ACM
805
Advent Capital Management
New York
$4.01B -$118M -3% 262
OWM
806
Orgel Wealth Management
Wisconsin
$4B +$291M +8% 81
CIA
807
ClearBridge Investments (Australia)
Australia
$3.99B +$570M +17% 28
HCM
808
Hamlin Capital Management
New York
$3.98B +$587M +17% 26
VA
809
Vident Advisory
Georgia
$3.97B +$353M +10% 1,594
DT
810
Diversified Trust
Tennessee
$3.97B +$429M +12% 987
AWM
811
Axxcess Wealth Management
California
$3.96B +$292M +8% 955
EI
812
Ethic Inc
New York
$3.96B -$307M -7% 1,191
DILIC
813
Dai-ichi Life Insurance Company
Japan
$3.96B -$150M -4% 491
WAM
814
Weiss Asset Management
Massachusetts
$3.93B +$1.85B +89% 694
Optiver Holding
815
Optiver Holding
Netherlands
$3.93B -$1.26B -24% 818
SFM
816
Systematic Financial Management
New Jersey
$3.93B +$634M +19% 337
USAA
817
United Services Automobile Association
Texas
$3.92B -$23.2M -0.6% 462
KACA
818
Kayne Anderson Capital Advisors
California
$3.92B +$200M +5% 60
CIA
819
Choate Investment Advisors
Massachusetts
$3.92B +$108M +3% 401
PFS
820
Prospera Financial Services
Texas
$3.92B +$319M +9% 1,207
CCM
821
Channing Capital Management
Illinois
$3.91B +$265M +7% 118
GIBU
822
Gulf International Bank (UK)
United Kingdom
$3.9B -$65.2M -2% 656
SCM
823
Shelton Capital Management
Colorado
$3.9B +$235M +6% 776
CIS
824
Capital International Sarl
California
$3.89B +$617M +19% 285
TFM
825
Trian Fund Management
New York
$3.89B -$209M -5% 12