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
BPWM
826
Badgley Phelps Wealth Managers
Washington
$3.03B +$309M +11% 240
OWM
827
Orgel Wealth Management
Wisconsin
$3.03B +$230M +8% 74
FIA
828
Foundations Investment Advisors
Arizona
$3.02B +$223M +8% 620
TI
829
Truepoint Inc
Ohio
$3.02B +$116M +4% 153
MSU
830
Mizuho Securities USA
New York
$3.02B +$1.28B +74% 257
SEIA
831
Signature Estate & Investment Advisors
California
$3.02B +$166M +6% 186
BL
832
Balentine LLC
Georgia
$3.01B +$44.6M +2% 658
CC
833
Cannell & Co
New York
$3.01B +$210M +8% 281
IMC Chicago
834
IMC Chicago
Illinois
$3.01B +$2.42B +409% 699
ANTB
835
AMG National Trust Bank
Colorado
$3B +$104M +4% 460
NW
836
NewEdge Wealth
Pennsylvania
$2.99B +$359M +14% 667
TRCT
837
Tower Research Capital (TRC)
New York
$2.99B -$152M -5% 6,681
CI
838
Conning Inc
Connecticut
$2.99B -$1.55M -0.1% 376
KRS
839
Kentucky Retirement Systems
Kentucky
$2.99B +$272M +10% 504
HCM
840
Hamlin Capital Management
New York
$2.98B +$118M +4% 26
FI
841
Focused Investors
California
$2.98B +$78.2M +3% 23
BIM
842
Bridges Investment Management
Nebraska
$2.98B +$160M +6% 213
MC
843
Martin Currie
United Kingdom
$2.97B +$173M +6% 45
CCM
844
Candlestick Capital Management
Connecticut
$2.96B -$5.41M -0.2% 106
B
845
Barings
North Carolina
$2.96B +$48M +2% 177
WTC
846
WhitTier Trust Company
Nevada
$2.95B +$233M +9% 1,202
VFCM
847
Valley Forge Capital Management
Florida
$2.95B +$309M +12% 10
BPCE
848
Bank Pictet & Cie (Europe)
Germany
$2.95B +$539M +22% 286
BG
849
Bollard Group
Massachusetts
$2.94B +$171M +6% 686
AG
850
Atairos Group
Pennsylvania
$2.94B -$30.4M -1% 4