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
CIA
801
Choate Investment Advisors
Massachusetts
$4.02B -$136M -3% 422
UOC
802
UBS O'Connor
Illinois
$4.01B +$10.5M +0.3% 464
B
803
Barings
North Carolina
$4.01B -$204M -5% 176
MWM
804
Mission Wealth Management
California
$3.99B -$216M -5% 669
HCM
805
Howard Capital Management
Georgia
$3.98B -$2.46B -38% 420
BCM
806
Bridgeway Capital Management
Texas
$3.97B -$499M -11% 1,278
CTB
807
Country Trust Bank
Illinois
$3.97B -$31.9M -0.8% 448
SWP
808
Sagespring Wealth Partners
Tennessee
$3.96B +$175M +5% 697
WTC
809
WhitTier Trust Company
Nevada
$3.96B -$112M -3% 1,468
FCBT
810
First Citizens Bank & Trust
North Carolina
$3.94B -$1.51B -28% 544
WHRC
811
W.H. Reaves & Co
New Jersey
$3.93B +$136M +4% 79
MAM
812
Martingale Asset Management
Massachusetts
$3.93B -$181M -4% 842
ACM
813
Aquatic Capital Management
Illinois
$3.93B +$235M +6% 1,699
FFA
814
Farther Finance Advisors
California
$3.92B +$1.15B +42% 4,518
PWM
815
Perigon Wealth Management
California
$3.89B -$175M -4% 1,102
BCI
816
Bain Capital Investors
Massachusetts
$3.88B +$387M +11% 6
MSE
817
MUFG Securities EMEA
United Kingdom
$3.88B -$1.46B -27% 195
VAS
818
Vestmark Advisory Solutions
Massachusetts
$3.88B +$980M +34% 681
EWM
819
Empirical Wealth Management
Washington
$3.88B +$200M +5% 719
B
820
Bailard
California
$3.87B -$38.2M -1% 858
AMH
821
Aspex Management (HK)
Hong Kong
$3.87B +$171M +5% 37
FWI
822
Facet Wealth Inc
Maryland
$3.86B +$91.9M +2% 149
CIA
823
ClearBridge Investments (Australia)
Australia
$3.85B +$37.9M +1% 29
OWM
824
Orgel Wealth Management
Wisconsin
$3.85B +$19M +0.5% 89
WIA
825
World Investment Advisors
California
$3.84B +$198M +5% 1,117